Tracy has over 20 years of marketing experience within the asset management industry with a high degree of personal impact, diplomacy and credibility together with a skill set rooted in strategic marketing. Has worked at board level leading marketing strategy at 5 of the top 20 leading asset managers. A self-starter with flair, energy and initiative; coupled with experience of delivering strategic and tactical initiatives across the full geographic channel, product and marketing mix. Tracy joined RLAM in January 2014 as Head of Marketing she joined from F&C Asset Management where she was Group Head of Marketing. Prior to this, Tracy was Head of Marketing at SWIP and AXA Investment Managers and worked within marketing for Newton Investment Management.
Leanne joined Architas in 2011 and is currently Head of Global Distribution Marketing. Within her role, Leanne is responsible for the marketing and communications activity for Architas across Europe and Asia. Leanne has 19 years' experience within marketing, 13 years within asset management.
Sam is Head of Content Strategy at Natixis Investment Managers. Since beginning his career in 2008, exactly 2 weeks beore Lehman Brothers filed for bankruptcy, Sam has held positions across both marketing and communication at asset management firms including Fidelity International, Carmignac and Candriam. Prior to joining Natixis Sam was Head of Advertising, Sponsorship and Promotion at Candriam where he developed the first world's first free-to-access accredited training platform for sustainable and responsible investing - The Candriam Academy.
Ian has worked at Baillie Gifford since 2000 and has responsibility for the planning and implementation of their investment trust and OEIC marketing campaigns to UK end investor and intermediary audiences.
Rebecca Christensen is an award-winning communications expert with over 15 years' experience across blue chip and start-up companies. Currently marketing director at the lang cat, Rebecca was part of the early team at Nucleus where she was responsible for creating their communications, brand and culture. With a 6-year stint as a self-employed sales and marketing consultant Rebecca was named as one of the top 100 small businesses in the UK in 2015. During this time she helped female small business owners grow their businesses by focusing on strategy, developing their propositions and improving their communications. Rebecca was also part of the media relations team that handled the successful flotation of Standard Life in 2006.
Josh Dibbens is Head of UK Marketing at BlackRock. He is responsible for leading the marketing strategy and activation across the UK market. The key goal of this region is to drive scaled distribution of BlackRock and iShares funds through digital, campaign and events strategy using insights and data.
Prior to his current role, Josh spent 2.5 years working on the iShares business focusing on data acquisition and retention strategies and embedding CRM best practice across UK and German markets.
Before coming to BlackRock, Josh spent 8 years working at marketing and advertising agencies around London, including 4 years at Ogilvy and Mather on the global American Express business. He has over 13 years marketing experience and has worked with some of the largest worldwide brands such as Mercedes Benz, Exxon Mobil and Standard Life.
Josh has a Bachelor of Science degree in Psychology.
Ed joined Aegon UK as Managing Director of Transformation, Innovation and Growth in November 2018. He is responsible for strategic planning and ensuring the business is at the forefront of changes in adviser and customer needs, technology and industry developments.
Prior to joining Aegon UK, Ed worked at Fidelity International for over 15 years and brings a combination of deep industry knowledge and a track record of aligning businesses with emerging trends and opportunities.
He oversees the delivery of activity to create new capabilities within the business exploring new technologies and propositions, keeping a close eye on developments being made by Fintechs in the UK and across the world.
Simon Hildrey is Chief Marketing Officer of Liontrust. Simon joined Liontrust in July 2008 having been a financial journalist for 10 years and winning both the IMA Freelancer of the Year and AIC Freelancer of the Year Awards twice. Prior to becoming a freelance journalist in 2002, Simon was Special Correspondent at Citywire and Editor of International Financial Adviser. Simon is Chair of the IA Retail Marketing Committee, has an MA degree in War Studies from King's College London and a BA degree in Modern History and Economics from Manchester University.
Brendan Llewellyn, Director and Co-Founder of Adviser Home - helping advisers run and develop their practices - has over 30 years' experience in management, leadership and marketing. He has worked as a consultant and coach with over 50 companies from leading multi nationals like GE Capital, Barclays and Aviva through to a range of SMEs, focussing on strategy, proposition development, communication advice and delivery. In delivering consultancy he draws on 20 years' experience in corporate management. His particular focus is the inter-relationship between strategy and communication. He has a regular thought piece commenting on the financial services sector with Incisive Media - "Armchair Critic"
Fiona has over 20 years' experience in the asset management industry, working across the marketing mix both direct to consumer and to UK intermediaries, as well as several large re-branding projects.
She started her career at Friends Ivory & Sime, one of the first providers of commission-paying wrappers for investment trusts, delivering campaigns for successful investment trust rollovers, VCT fund raisings and product launches and was subsequently responsible for investment trust customer acquisition at F&C. She developed and delivered the strategy for marketing F&C's risk-targeted multi-manager funds to distribution partners for several years and managed the integration and re-branding of two multi-manager ranges on F&C's acquisition of Thames River. She is currently responsible for marketing BMO's ETFs and single strategy Oeics to UK intermediaries.
Fiona holds a BCom (Hons) in Business Studies and Law from the University of Edinburgh, is a Chartered Insurance Practitioner and a Fellow of the Institute of Direct Marketing.
Philip joined Openwork in 2011 from F&C Investments. Previously, he was the one of the founding directors of Nucleus Financial Group, having successfully co-run his own consultancy business, the abacus, specialising in strategic and propositional projects with a range of life company, regulatory and asset management clients. He is responsible for the development of Openwork's investment solutions and all aspects of Openwork's marketing and PR.
Kirsty is a strategic communications advisor, business leader, award-winning marketeer and fintech advocate. With over 20 years' experience in marketing communications. At the height of the 1980's boom she helped to market the first pet insurance, Pet Plan, in the UK before moving into publishing with The Scotsman Publications, where she launched the first Scottish Sunday newspaper, Scotland on Sunday. She then went on to set up one of the first digital marketing consultancies in Scotland advising a diverse mix of clients. In 2000, during the dotcom boom, she joined a brand new agency, Teamspirit, which is now part of the Chime Group, specialising in financial services. She works with a broad range of financial and investment clients, helping them transform their brand experience for the better.
Anne-Marie is an internationally experienced asset management marketer whose career spans more than 20 years. She is currently Chief Marketing Officer - International at BNY Mellon Investment Management.
Prior to joining BNY Mellon, she held a number of senior positions at M&G Investments, including Head of Pan-European Marketing. During this time, she pioneered the launch of the first financial blog in the industry - Bond Vigilantes alongside the M&G fixed income team.
AT BNY Mellon, she has spearheaded game-changing initiatives such as the donation of the boat race sponsorship to CRUK as well as creating innovative new approaches to areas such as content marketing including creating an award-winning investment editorial team. She has recently been named Investment Week's Marketer of the year for the second time (also awarded in 2015).
Jackie Mills is a Vice President of Eaton Vance Management (International) Limited and Director of International Marketing. She is responsible for strategic marketing initiatives across all of Eaton Vance's non-US businesses, including the UK, Europe, Asia, Japan and Australia. She joined Eaton Vance in 2015.
Jackie started her career in asset management in 1995 at Fidelity Investments, Luxembourg, where she held various marketing positions until joining what was then SSB Citi in 2000. She played a large part in the rebrand to Citigroup Asset Management and the rationalisation, consolidation and rebrand of the Salomon Brothers, Smith Barney and Citibank products and business lines. In 2005, Citigroup's asset management business was acquired by Legg Mason. Jackie again held several positions at Legg Mason, latterly Head of European Marketing, where she was responsible for strategic channel marketing as well as all marketing services including digital, design, presentations, RFPs, events and content.
Starting her career at Schroders in the early 1990s, Caroline worked in various roles for the growing UK, European and International distribution businesses. She left some 13 years later as Head of European Marketing, a role she held for eight years. She then joined Artemis in 2008. As Head of Marketing she is responsible for, among other things, the nurturing and development of ‘the Profit Hunter' campaign.
Kathryn Pinner joined Aberdeen Standard Investments as Head of UK Marketing in May 2018 after spending 9 months consulting with MiP on a strategic content project for Schroders. Prior to that she was Head of Global Client and Channel Marketing at Aviva Investors (2015-2017), Regional Marketing Head UK for M&G Investments (2008-2015) and started her career in financial services working for Fidelity Investments FundsNetwork (2000-2008). She is a marketing communications specialist with extensive knowledge of UK wholesale and institutional channel marketing as well as direct to consumer. She spent a number of years working at an international school and also living and working in America before starting her marketing career. Kathryn graduated from Exeter University with a BA Integrated Honours in English and Theatre, holds a Postgraduate Diploma in Marketing from Kingston Business School and is a Member of the Chartered Institute of Marketing.
Professor Mike Saren is from the School of Business at the University of Leicester where he is Professor of Marketing. He has an honorary fellowship of the UK Academy of Marketing, a PhD from the University of Bath and a visiting professorship at Birmingham University. He was a joint winner of the George Fisk 2012 Macromarketing award and founding editor of the journal Marketing Theory. His recent books include:
Saren, M (2018) Marketing Graffiti 2nd edn: The Writing on the Wall, Routledge, Oxford
Baker, M and Saren M (eds) (2016) Marketing Theory: A Student Text 3rd edn, Sage Publications, London
Stewart, D and Saren, M (2014) The Marketing Pathfinder: Key Concepts and Cases for Navigating the Marketing Process, Wiley, Chichester
Sarah Shove is co-head of EMEA Marketing and Head of Global Brand Strategy at Columbia Threadneedle Investments.
Sarah has 20 years' experience in asset management marketing, brand and advertising and is responsible for providing strategic direction to our EMEA marketing activity and for the definition, design and delivery of Columbia Threadneedle's branding initiatives globally.
Henry Yates co-founded his first business in 2002 having previously worked in Management Consulting. That business, Face, was acquired by Cello PLC in 2008. Henry then founded Estatecreate Group, a company that runs and invests in a range of software as a service and data businesses in the property sector. Henry is also a mentor at the Imperial Venture Mentoring Service (IVMS).