Emerging from Covid-19, many in the financial services sector are seeing this as an opportunity to build back better. Unlike 2008, the current crisis is not the fault of the banking sector but still, the pandemic has revealed gaps in the system and the need to bake in resilience. It has however proven the continued performance of investments and businesses with sound governance, strong ESG underpinnings and who take a long-term view to growth.
In this session we are looking at why this is the moment for financial services to shine by bringing smarter, fairer and more inclusive products and services to market and using data and modelling to provide risk mitigation and predict future financial health.
Come hear about the new business models and actions being taken today that are accelerating a stronger ecosystem, and where the move to stakeholder capitalism is creating a different kind of value, more in harmony with society and our environment.
Charlotte is co-founder and CEO of Netwealth, the challenger wealth manager that was launched in 2016 to address the lack of modern wealth management services in the UK. Having started her career at J.P. Morgan, Charlotte spent 20 years at Goldman Sachs, serving as one of the few female partners for 10 years. She has been recognised by PAM as one of the 50 Most Influential in 2019 and 2020 and was awarded both Wealth Manager of the Year and Woman of the year, in 2019.
Sean is Chief Information Officer at OakNorth, the next-generation credit analysis and monitoring platform. Prior to joining OakNorth, Sean was one of the first commercial engineers at Palantir Technologies in Europe where he led trader oversight partnerships with large financial institutions, particularly Credit Suisse, which led to being co-head of the JV called Signac. Before Palantir, Sean was a strategist at Goldman Sachs for eight years, working in a number of areas including equities, fixed income and algorithmic trading. Prior to GS he was IT director at a dot com startup writing their initial systems and managing a growing development team through two IPOs.
Sean is an advisor to entrepreneurs at Antler the social impact startup Kamayi and is on the editorial board of the Journal of Digital Banking. Sean contributed a chapter to "The RegTech Book" (Wiley Press) and is co-author on two patents in the field of anomaly detection.
Romi is Chief Executive Officer of PensionBee, the leading online pension provider she founded to simplify pension savings in the UK, following a harrowing pension transfer experience of her own. PensionBee uses technology to help customers combine their old pensions into one new online plan. PensionBee customers can see their live balance, make contributions and withdrawals online and use a smart calculator to plan their saving.
Romi has played a key role in advancing consumer standards in the pensions industry, from reducing transfer times to campaigning for the full abolition of exit fees. PensionBee is the first pension provider to utilise Open Banking, enabling customers to see their live pension balance alongside their current account. In 2019, Romi joined the Financial Conduct Authority’s working group on Open Pensions and Investments, advocating for safe and efficient data sharing protocols for pension information. Romi currently sits on the Money and Pensions Service’s Industry Delivery Group for pensions dashboards.
When Chris co-founded Octopus in 2000, it was with the belief that entrepreneurs can help drive change by disrupting established industries and putting customers first. Octopus has grown rapidly since then, building sizeable investment platforms in renewable energy, healthcare infrastructure and smaller companies. Octopus now has more than £8.9 billion funds under management from retail and institutional investors.
In 2016 Octopus launched Octopus Energy, its consumer energy supply business, providing customers with sustainable and fair pricing, combined with truly digital customer service. It has scaled quickly to more than 1.6 million customers and is the only supplier to be recommended by Which? recommended three years in a row.
Today, Chris heads up the institutional fundraising strategy across the Octopus Group. He spends much of his time building relationships with investors from financial institutions across the globe, discussing how institutional capital has a meaningful role to play in transforming these sectors.
Chris serves as an adviser to The Entrepreneurs Network and was named EY UK Entrepreneur of the Year in 2017, alongside Octopus co-founder Simon Rogerson.