The Rt Hon. The Lord Vaizey of Didcot
Ed Vaizey was appointed to the UK House of Lords in September 2020, where he sits as a Conservative Peer and is a member of the Communications and Digital Committee. Ed was the Member of Parliament for Wantage between 2005 and 2019. He served as the UK Government Culture and Digital Minister from 2010-16, and is the longest-serving Minister in that role. He was appointed a privy councillor in 2016. In his role as digital minister, Ed was responsible for the roll out of the successful rural broadband programme to more than 4 million homes, the introduction of 4G, and tax credits for film, television, animation and video games, which have helped make the creative industries the fastest growing part of the UK economy. In addition, he played a key role in putting coding in the national curriculum for schools, and in attracting inward investment to the UK tech economy. Ed also helped persuade Lucas Films to make the new Star Wars in the UK, and received a credit in the first film of the series.
Viscount Camrose
Shadow Minister for Science, Innovation and Technology
Simon Morris has been a partner in the firm’s Financial Markets team since 1988, having joined the firm in 1980 and qualified as a solicitor in 1982.
He advises a wide range of UK and overseas financial institutions on regulatory matters including in relation to market conduct, systems and controls, governance, and responding to regulatory concerns.
Simon has represented firms in over 500 regulatory and enforcement proceedings brought by the UK PRA and FCA, their predecessors and overseas regulators.
He has extensive experience in the establishment and operation of international financial centres, was a Commissioner of the Jersey Financial Services Commission for two terms of office and has also been a Director of the Ras al Khaimah (UAE) International Corporate Centre.
Simon is a member of the City of London Law Society Regulatory Committee and author of Financial Services Regulation in Practice (Oxford UP 2016), second edition underway. He is Chair of the Society of Antiquaries Ethical Conduct Body, was named as the Best Regulatory Lawyer of 2008 at Complinet’s Fourth Annual Compliance Awards and was a finalist in the 2016 Legal Business Client Partner of the Year awards.
Simon Belsham
Chief Client Officer, Hargreaves Lansdown
Simon has extensive experience leading digital platform businesses and online retail platforms grounded in customer insights. In both the UK and the US, he has held senior roles at Equinox, Walmart, Ocado and Tesco, where he led the online business as Managing Director.
Though his background in digital retail platforms, Simon is expert in designing truly consumer-centric experiences and services to deliver what people need.
Simon received his MBA from Havard Business School in 2007.
Kiran Bharucha
Chief Digital Officer, Aviva
Kiran Bharucha is Chief Digital Officer at Aviva. Kiran has spent 27 years in Financial Services in various Technology roles such as leading large digital and data transformation programmes, leading Technology risk and running Global Asset Management platforms, although based out of UK has worked extensively across Europe, Middle East, Africa and Asia. More recently Kiran has enabled organisations to enhance, enable and transform their Digital proposition through delivery of Cloud technologies, uplifting Digital and Data capabilities working with C-Suite and Board members to take them on this journey.
Alex Cave
Commercial Analytics Director, Lloyds Banking Group
Alex is an executive at one of the UK’s largest banks, leading the democratisation of Decision Intelligence through large scale digital transformation. With deep expertise spanning Banking and Capital Markets, Machine Learning, Artificial Intelligence, and applied data science, Alex bridges advanced technical capability with strong business acumen and organisational leadership.
Throughout a career that includes senior leadership roles across data science, applied analytics, and AI, Alex has built and scaled high impact teams, driven enterprise adoption of data driven decision making, and led innovation at the intersection of technology and commercial strategy.
Passionate about personal development and widening access to STEM careers, Alex has taught and mentored hundreds of people in Data Science, Technology, and Financial Services, and is a regular speaker at industry and community events -focused on inspiring the next generation of data driven business leaders.
Sam Christopher
Proposition Director, Quilter
Robert Dedman
Partner, CMS
Rob has been a partner in the firm’s financial services and products team since January 2023. He has over 15 years’ experience working on regulatory matters relating to banks (wholesale and retail), investment banks, insurers, asset managers and working with insurance and consumer credit brokers (including in the motor industry). Rob spent nearly ten years working as a lawyer in the PRA and its predecessor Regulators. Prior to joining the PRA, he led the legal team that set up the FCA and the PRA, playing a key role in creating the UK’s regulatory architecture, and working with executives from the FCA and the PRA to determine the overall approach to exercising the Regulators’ functions. He joined the PRA in 2013 as its first Head of Enforcement and was a member of its Supervision Risk and Policy Committee.
Rob helps clients across the industry respond to significant issues arising in their businesses, including conducting internal investigations and reviews, managing relationships with regulators and representing firms and individuals dealing with regulatory investigations. He is routinely called upon to advise clients on the extent to which their governance and compliance arrangements reflect regulatory expectations and industry best practice.
Maxine Gee
Chief Risk Officer, London Stock Exchange Group
Charlie Newsome
Divisional Director, Rathbones
Charlie has built an outstanding career at Investec and Rathbones, distinguished by his impressive performance in wealth management. Over the past five years, Charlie has consistently delivered top-tier results, a testament to his skill in generating strong, reliable returns. His achievements have earned the prestigious Wealth Manager of the Year award, reflecting both his performance and commitment to excellence. Charlie’s success is driven by a client-focused approach, carefully balancing growth with risk management to align investments with clients’ unique goals. His strategic insights and proactive portfolio management enable him to capitalize on opportunities and mitigate risks, setting himself apart in a competitive field. Known for his market expertise and long-term vision, Charlie’s leadership has established him as a trusted advisor, admired for his dedication to client outcomes and his ability to consistently outperform benchmarks.
Charlie actively engages in various pursuits beyond his professional career. He manages a Premier League men’s hockey team, demonstrating his leadership and commitment to sports. Additionally, he serves as a school governor, contributing to educational governance and community development. An avid sports enthusiast, Charlie enjoys playing tennis and sailing, and he frequently attends live events of cricket, rugby, and numerous other sports, reflecting his passion for sport.
Funmi Olufunwa
Personal Finance Expert, Hoops Finance
Gerry Perez
CEO, Interactive Brokers UK
Gerry Perez based in London, is the CEO and board member of Interactive Brokers (UK). Interactive Brokers UK is a part of the Interactive Brokers Group. Interactive Brokers Group is listed on NASDAQ (symbol: IBKR) and a part of the S&P 500.
IBKR provide automated trade execution and custody of multi asset classes on over 170 markets from a single unified platform to clients worldwide. IBKR has extensive experience in developing innovative technology and embedding it into its trading and reporting tools to give its clients smarter means for execution and decision making.
Gerry has over two decades of international C-Suite experience in the financial markets. He publicly speaks to the media and at universities on several topics in the fintech industry. Gerald's academic journey has taken him to the University of Oxford (Said), Cambridge University (Judge), and MIT (Sloan) business schools. His combination of practical industry experience and academic studies (e.g., AI, data analytics) makes him an insightful speaker.
Antonia Siddle
Group Compliance Director, St James's Place
Antonia has worked across the life and pensions, asset management, retail banking, and wealth sectors, helping organisations to navigate complex regulatory landscapes. Over her career she has focused on creating a strong compliance cultures within financial services firms to ensure that firms not only meet regulatory expectations but also build trust with clients and stakeholders.
As Group Compliance Director, she is focused on providing compliance oversight and assurance, advisory support to the business and in making sure SJP meets regulatory requirements.
Antonia joined SJP from M&G where she was Director of Regulatory Development and Liaison providing regulatory advice and support to the business to anticipate regulatory concerns and build constructive relationships with our regulators.
At the Financial Conduct Authority (FCA), Antonia had several leadership roles including supervising two major Insurance Groups through the financial crisis and leading on the design of the Supervision model for the FCA.
Steve Latto
Policy Executive, TISA
Steve joined TISA in March 2026 as a Policy Executive, with responsibility for leading on Client Assets (CASS) and Financial Crime prevention. Prior to joining TISA, Steve held various management and senior management positions at a range of large investment manager and platform businesses. When he was at Aberdeen, Steve was Head of CASS (CF10a) for its investment management activities. Steve is a Chartered Accountant and a Fellow of the Chartered Institute for Securities & Investment.
Sophie Legrand-Green
Head of Policy - Consumer Protection & Access, TISA
Sophie leads TISA’s work on the Advice/Guidance Boundary Review, Disclosures, Financial Education, Financial Crime and TISA’s Inclusive Investing initiative. Before joining us, Sophie worked in Wholesale Markets Policy at the FCA, gaining experience in Primary and Secondary legislation, as well as FCA consultations. She has worked on Brexit and the LIBOR transition and was seconded to the Federal Reserve Bank of New York. Prior to that, she worked in M&A for a FTSE 100.
Phil Turnpenny
Policy Executive, TISA
Phil leads TISA’s work on Operational resilience, Digital innovation, Tax, VAT, and Governance conduct and culture. Before joining TISA, Phil worked trading in the foreign exchange markets for a bank, followed by 24 years working at a leading transfer agency , running various large teams relating to complex dealing processes latterly as an Operations Director.
Carol is CEO, TISA as well as COO and Company Secretary for the wider TISA Group. Carol has been in financial services since 1998, having previously worked in variety of industries, including education, local government, Civil Service and the gaming industry. A qualified and experienced teacher Carol gained her degree at King Alfred’s College in Winchester and taught in Romsey, Hampshire. She then spent 7 years at Skandia, managing the PEP & ISA new business and transfers department.Carol joined TISA in 2004 and has been responsible for the day-to-day running of the Association’s administration centre, technical support, member communications, expanding the events and training programme and technical issues in the cash savings sector. In 2009, she also took on the role of Company Secretary. Carol joined the TISA Board as Operations Director in July 2011, extending her responsibilities to include finance. This was swiftly followed by taking a position as Executive Director for TISA Exchange.In August 2015, Carol became Chief Operations Officer for TISA, supporting the Director General with the general running of the company and with personal responsibilities for Children’s Financial Education, internal administration, HR and finance together with acting as TISA spokesman for the media and at functions.Carol is also a Director for both TeX (the contract club managing the legal structure supporting electronic messaging for transfers) and CT Holdings & Services Ltd (which operates under the brand of STAR where TeX and Criterion are working in collaboration to deliver the Service Level Agreements recommended by the Transfers & Re-registration Industry Group tasked by FCA to improve transfer times).Carol was appointed CEO, TISA Membership Services in January 2022 following the retirement of David Dalton-Brown.
Attendee Fees: Non-members: £480 (VAT Exempt), Members: £0 (VAT Exempt)
