P A G E 16 Wealth Investment Adviser of the Year, Canada Laura Tutte BBA, CFP® Senior Investment Advisor, Integrated Wealth Planning
Women in Finance Awards2022 FM Finance Monthly Women in Finance Awards 2022 The financial services sector has never had a good reputation when it comes to gender equality. Women who work in the industry have for years faced numerous challenges and barriers and although we seem to be seeing some improvement, female representation on boards and in executive suites remains woefully low. A great deal of work remains to be done to ensure better opportunities for women’s advancement in financial services. As a leading financial publication, Finance Monthly strives to shine a light on the work of female professionals, the obstacles they face and the challenges they overcome. Each of the finance experts featured in this year’s edition of the Finance Monthly Women in Finance Awards are women who consistently achieve more than is expected of them despite barriers within the industry at large. At Finance Monthly, we are proud to share their stories with you. We hope you enjoy this edition. Congratulations to our winners!
Women in Finance Awards2022 FM Introducing the Winners... 6 www.finance-monthly.com
7 www.finance-monthly.com EUROPE Belgium Ann Brands Argenta Group Banking Leader of the Year 32 France Jane Ambachtsheer BNP Paribas Asset Management Asset Management Leader of the Year Marion Rouso La Banque Postale Retail Banker Leader of the Year Germany Alexandra von Kalnein Natango Invest GmbH Investments Expert of the Year 34 Ireland Vanora Madigan Waystone Asset Management Leader of the Year 26 Italy Sabrina Goi Kairos Partners Asset Management Leader of the Year 35 ROSSO ALESSANDRA Studio Alessandra Rosso Private Banking Firm of the Year Netherlands Vivina Berla Vimine Holding Financial Services Company of the Year Allegra van Hövell-Patrizi Aegon Financial Services Leader of the Year 36 Sofie Verheij Grant Thornton Junior Tax Adviser of the Year Portugal Mafalda Oliveira Monteiro MIRANDA & ASSOCIADOS Banking & Finance Lawyer of the Year I N D E X Finance Monthly Women in Finance Awards 2022 Laura E. Tutte 16 Wealth Investment Adviser of the Year, Canada TD Private Wealth Management F E A T U R E D W I N N E R
Romania Ana Maria Voicu Domsa Ernst & Young Tax Adviser of the Year Spain Cristina Nieto Gómez Akerton Partners SL Corporate Finance Expert of the Year 38 Adriana Oller Resilience Partners Financing Solutions for SMEs Company of the Year Sweden Rebecca Fels Cordet Investment Leader of the Year Camilla Jarl JLL Real Estate Expert of the Year 39 Switzerland Florence Schnydrig Moser Zürcher Kantonalbank Banking Leader of the Year 40 Kecia Barkawi VALUEworks Most Inspiring Family Advisory Service United Kingdom Hannah Forbes Hannah Forbes Crowdfunding Consultant of the Year Manuela Cedarmas Investcorp-Tages ESG & Impact Expert of the Year Roya Motalleb-Zadeh CREDIT SUISSE INTERNATIONAL Finance Lawyer of the Year Emma Cherrington Active Financial Planners Financial Advisory Expert of the Year 42 Caroline Hughes LIFETISE Financial Guidance Platform of the Year Augmentum Augmentum Fintech Company of the Year Layla White TechPassport FinTech Innovation Platform of the Year Natalie Surtees Intrinsia Brokers Insurance Advisor of the Year Maria Lozovik Marsham Investment Management LLP InvestmentManagement Leader of the Year 24 I N D E X Finance Monthly Women in Finance Awards 2022 8 www.finance-monthly.com Susie Hillier 20 Wealth Planning Leader of the Year, United Kingdom Stonehage Fleming F E A T U R E D W I N N E R
Alexandra Buchan-Heelas Waverton Investment Management Investment Portfolio Manager of the Year Helen Steers Pantheon Investments Expert of the Year 22 Audrey McVeigh Medway Mortgage Shop Mortgage Adviser of the Year Wei Li BlackRock Most Influential Investment Strategist 44 Sarah Gestetner Inflexion Private Equity Partners LLP Private Equity Firm of the Year Alison Dolan Rightmove Real Estate Expert of the Year 45 Catriona Finnie AGS Airports Tax Manager of the Year Ruth Steedman FTI Consulting Transfer Pricing Expert of the Year 46 Inga Rottmann Wolters Kluwer VP Global Marketing Leader of the Year Susie Hillier Stonehage Fleming Wealth Planning Leader of the Year 20 AMERICAS Brazil Vanessa Lobato Banco Santander Brasil Banking Leader of the Year Canada Alison Manzer Cassels Brock & Blackwell LLP Banking & Finance Lawyer of the Year Loretta Marcoccia Scotiabank Capital Markets Leader of the Year Cynthia Kett Stewart & Kett Financial Advisors Inc. Financial Advisory Expert of the Year 50 FaRu Chen CIBC Mobile Investment Consultant of the Year Laura E Tutte TD Private Wealth Management Wealth Investment Adviser of the Year 16 Colombia Sandra Abella Noriega Finance in Motion Investments Expert of the Year 52 Mexico Sofia Garrido Freyria General Atlantic Service Company, L.P. Private Equity Leader of the Year I N D E X Finance Monthly Women in Finance Awards 2022 9 www.finance-monthly.com
USA Jennifer Piepszak JPMorgan Chase & Co. Banking Leader of the Year 28 Katrina Radenberg Mariner Wealth Advisors Financial Advisory Expert of the Year 53 Kathy Jones New York Life Insurance Company Insurance Advisor of the Year Stephanie Braming William Blair & Company, L.L.C. Investment Banking Expert of the Year 54 ASIA China Jessica Tan Ping An Group Insurance Leader of the Year Hong Kong Cerulean Hu Crypto.com Fintech Leader of the Year Amy Lo UBS Hong Kong Wealth Management Expert of the Year 58 Japan Yuki Hashimoto Morgan Stanley Investment Banking Expert of the Year 60 Malaysia Vera Handajani CIMB Group Islamic Banking Leader of the Year 61 I N D E X Finance Monthly Women in Finance Awards 2022 10 www.finance-monthly.com Helen Steers 22 Investments Expert of the Year, United Kingdom Pantheon F E A T U R E D W I N N E R
Saudi Arabia Enji Ahmed Al-Ghazzawi Riyad Bank Banking Leader of the Year 62 Singapore Alice Quek Hawksford Corporate | Private Client | Funds Private Client Services Leader of the Year United Arab Emirates Clare Lavin Grant Thornton, UAE Accounting Expert of the Year 63 Karen Letran PayTabs Digital Payment Solutions Leader of the Year Ambareen Musa Souqalmal.com Insurance Leader of the Year AFRICA Egypt Noha El Ghazaly Pharos Holding Investment Leader of the Year Ghana Patience Akyianu Hollard Insurance Ghana Insurance Leader of the Year Kenya Risper Ohaga APA Insurance Limited Insurance Provider of the Year Maria Lozovik 24 Investment Management Advisor of the Year, United Kingdom Marsham Investment Management F E A T U R E D W I N N E R I N D E X Finance Monthly Women in Finance Awards 2022 11 www.finance-monthly.com
Nigeria Bukola Smith FSDH Merchant Bank Banking Leader of the Year Ololade K. Razaaq DLM Trust Company Limited Investment Banking Expert of the Year 66 South Africa Jacqueline King Cliffe Dekker Hofmeyr Inc Banking & Finance Lawyer of the Year Sola David-Borha Standard Bank Banking Leader of the Year Lisa Hudson-Peacock Southwood Financial Planning Financial Advisory Expert of the Year 67 Elize Bland JTC Financial Services Leader of the Year AUSTRALASIA Australia Marnie Baker Bendigo and Adelaide Bank Banking Leader of the Year 70 Melanie Drago Tanngo Digital Financial Planning Company of the Year Julia Lee Burman Invest Investment Leader of the Year Joanna James Mortgage Ezy Principle of the Year Sangeeta Venkatesan Fairvine Super Super Fund of the Year New Zealand Jayshree Das Hobson Wealth Partners Investments Expert of the Year 73 I N D E X Finance Monthly Women in Finance Awards 2022 12 www.finance-monthly.com Congratualtions to all our Winners!
COMING SOON!
Featured Winners Laura Tutte TD Private Wealth Management Susie Hillier Stonehage Fleming Helen Steers Pantheon Maria Lozovik Marsham Investment Management Vanora Madigan Waystone Jennifer Piepszak JPMorgan Chase & Co. 16 20 22 24 26 28
Laura Tutte BBA, CFP® www.integratedwealthplanning.ca Senior Investment Advisor 17 www.finance-monthly.com About Laura Tutte Laura approaches her work as an entrepreneur, business owner, leader, and practitioner. She endeavors to provide clients with comfort and confidence through a process of education and empowerment, with the overarching commitment of providing “A Remarkably Different Experience”. As one of the founding principals of Integrated Wealth Planning, Laura drives the strategic direction and operation of a practice that strives to deliver an exceptional client experience to High-Net-Worth families with sophisticated planning needs. Laura works tirelessly with her clients striving to earn their trust, build their confidence and exceed their expectations every day. She is passionate about making the Wealth Management industry more approachable – especially for women, both as clients and as colleagues in the industry. Laura recognizes the importance and responsibility of being a female role-model in this industry and is intentional about spending the time and energy to share with others in her field. It is Laura’s privilege to provide leadership and mentorship to every member of her team and she is dedicated to supporting the development of her team members in the pursuit of excellence. Laura is actively involved in community groups that are aligned with her values of empowerment and education for women. She has been an active member and contributor to Women4Change (Hamilton Community Foundation) since 2015 and has been a financial sponsor and participating mentor for Women as Career Coaches (Halton Industry Education Council) annually since 2016. Laura graduated fromtheUniversity of Ottawa in 2003 and completed a post-graduate certificate program in Financial Planning through Sheridan College in 2004. She holds the Certified Financial Planner (CFP®) designation and the Certificate in Advanced Investment Advice (Canadian Securities Institute). She has a professional interest in investor behavior and the emotional and psychological aspects of advising clients and to that end has obtained training and certification as a Behavioral Financial Advisor through Kaplan University. The skills she developed through this certification equip her to advise clients on a deeper level about the connection between their financial goals and their core values, understand and navigate their emotions (particularly during times of uncertainty) and improve decision-making in support of their mutual goal of better outcomes related to their long-term objectives. Within the scope of the work that she does with her clients, she has placed specific emphasis on Financial Literacy at all life stages. She works closely with the children of her clients to help prepare them for financial success and independence, advise them as they begin to build their own families and develop their own priorities, as well as prepare them for the future stewardship of the family’s wealth. It is of the utmost importance to her that the wealth conversation remains approachable and relevant across the generations. Laura has built her career at TD and is approaching 20 years with TD Bank Group. Laura’s contributions to her firm and her community have been widely recognized. She is regularly asked to speak on panels to share her input and thought leadership on relevant issues within the industry. She currently sits on the National Advisory Council for TD Wealth Private Investment Advice and is an active contributor to the firm’s Women in Leadership initiatives.Integrated Wealth Planning is a strategic and growing advisory business that operates with a deeply rooted belief C A N A D A Wealth Investment Adviser of the Year
18 www.finance-monthly.com in the power of family, discipline, entrepreneurship, and the drive to excel. Under the leadership of its founding principals (Laura Tutte and Alex Martin), the team is driven to experience pride in their work and the rewards that come from building strong, advice-centric relationships, undaunted by challenge or complexity. Integrated Wealth Planning focuses on six key principles for developing tailor-made strategies for each client: understand, guide, build, innovate, reassess, and extrapolate. Utilizing these key principles, the team works directly with every client to help determine the right strategy for each family’s needs. Understand We get to know our clients, their families, and their businesses. We aren’t shy about having difficult conversations that move us forward in our understanding of their circumstances and objectives. A deep dive into each client’s life, company, wealth structure, and attitudes toward risk helps the Integrated Wealth Planning team to gain a deeper understanding of each client. The team is experienced in navigating the tough discussions that address individual vulnerabilities without judgement. The use of behavioral finance tools helps them to gain a better understanding of clients’ wealth personality traits and identify financial blind spots. Guide We advise our clients on our integrated strategy and collaborate with each family on our plan to bring it to life based on their specific needs. The recommendations, strategies and actions offered are based upon the priorities and objectives of each individual family. Client needs are addressed with integrated strategies that contemplate everything from short-term cash flow needs, tax considerations, insurance strategies and retirement plans to long-standing generational and philanthropic wishes. The Integrated Wealth Planning team helps to provide an environment in which clients can think very clearly and fearlessly about what is important today and in the future from day-to-day needs all the way to big, lofty goals. Build Our clients dream the destination. We build a roadmap to lead them through all eventualities so that they can lead their lives and businesses confidently. The Integrated Wealth Planning team works inclusively on a family-oriented wealth plan aligned with client needs and addressing the family’s prime concerns first. They follow a disciplined process and draw upon outsourced expertise as necessary to deliver uncompromising portfolio recommendations, consistent problem-solving and exceptionally precise execution, and follow-up. Drawing from the best TD has to offer and other world-class resources, the Team performs significant due diligence to source what they believe to be the best-in-class research and money managers. Portfolios are diversified across asset classes on a strategic, multi-variant basis and are meticulously monitored to help guard against undue risks. They believe that clients see the value of this approach most clearly during market downturns because of the emphasis on protecting client interests in all environments. C A N A D A Wealth Investment Adviser of the Year “It’s more than what we do, it’s who we are.”
19 www.finance-monthly.com Innovate We are not afraid to push the envelope or break with convention. Without bias to any product or platform, the Integrated Wealth Planning team is free to seek out what they believe to be the most appropriate investment vehicles for each client and portfolio. Deeply embedded in their entrepreneurial DNA is the impulse to scour for innovative, value-add ideas. Reassess We revisit our clients’ plans and shifting priorities over time through ongoing conversations. The Integrated Wealth Planning team understands that life is dynamic, and that planning is an ongoing process. They provide ongoing monitoring of portfolio returns with a keen focus on long-term outcomes to help ensure that their clients are progressing towards the objectives that have been articulated. The team is also positioned to act as a conduit to other valuable services and resources through TD Bank Group. The team believes that ongoing accountability and transparency – from the Advisory team and the client perspective – are essential to building a healthy and longlasting working relationship. Extrapolate We hope to advise your next generation. Through decades of experience, the Integrated Wealth Planning team understands that, for High-Net-Worth families, one of the greatest joys of having wealth is knowing that their assets can last to benefit their children and their children’s children. The team has a robust yet approachable Financial Literacy program and process to introduce the next generation into the wealth conversation. Integrated Wealth Planning is focused on the growth, development, and mentorship of its teammembers to help ensure the longevity and continuity of their services and to assure their clients that their unique brand of integrated, disciplined wealth advisory services is enduring. The responsibility of service and stewardship guides the process and actions of the Integrated Wealth Planning team as they strive for excellence in all aspects of their practice. “We take pride in our work, and we consider it a privilege to advise the families that have chosen to work with us. We work relentlessly to earn their trust, build their confidence and exceed their expectations every day” says Laura Tutte, Senior Investment Advisor. Integrated Wealth Planning is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank. C A N A D A Wealth Investment Adviser of the Year Laura Tutte, BBA, CFP® Senior Investment Advisor Integrated Wealth Planning Burlington, Ontario www.integratedwealthplanning.ca
Susie Hillier www.stonehagefleming.com Partner and Head of Wealth Planning at Stonehage Fleming 21 www.finance-monthly.com About Susie Hillier Susie is a Partner and Head of Wealth Planning at Stonehage Fleming, one of the world’s leading independently owned multi- family offices and the largest in Europe, Middle East and Africa (EMEA). She sets a high standard for technical regulated advice delivery and is widely recognised in the market particularly in the complex area of UK pension provision. Susie has spent the majority of her career advising private clients within professional consultancy environments at a number of leading chartered accountancy firms. Finance Monthly had the pleasure of speaking to Susie for an exclusive interivew: What are your biggest achievements you are most proud of? I am very proud of the fact that over half of my team is made up of women, and that this is true at all levels. Having joined the business in 2012, I took over the leadership of the Wealth Planning division in 2015 when Stonehage Fleming was created. We have grown significantly in the last few years, both in terms of clients and employees, and that has helped us hire some of the best people in our field. WithinWealth Planning, we added 6 new team members in the last year alone and the broader group, through acquisition, gained offices in five new jurisdictions. We are now able to provide a much greater breadth and depth in terms of team and offering than ever before covering UK domestic and international planning. What is your advice to fellow women in finance? Lead by example. You are only as good as your team; help them grow and your business will grow. Listening is the key when helping our clients and it is also true when assembling a team. People want to work in an inclusive environment where diversity is supported and where everyone feels free U N I T E D K I N G D OM Wealth Planning Leader of the Year to be themselves and express their opinions in order to succeed. Stonehage Fleming’s commitment to social capital is enabling us to do this. This year, we supported a number of initiatives, such as the 10,000 Black Interns (an initiative that aims to help young adults kick start their career and improve diversity in the City) and the Duke of Edinburgh International Award (with Afrika Tikkun in South Africa). Our most significant accomplishment is the introduction of SF15, an initiative that honours women for their accomplishments in adherence of financial, cultural, social and intellectual capital (an endorsement of our Four Pillars of Capital philosophy). By allowing women to connect, educate themselves, and work together, we are looking to build a community for them in the wealth management space. Through these actions, Stonehage Fleming continues to demonstrate the diversity of talent and appeal in the financial services industry beyond what is seen as ‘standard’. We must provide people with opportunities to support one another and celebrate their successes. Action causes reaction, which can only be advantageous in the end. Why is this award recognition crucial to you and your team? Wealth Planning has faced some of its largest challenges in recent years, and gender diversity is still rare. I am proud of thework that I have done overmy career as a trusted adviser to a wide client base of entrepreneurs, board directors, professional partnerships and private equity professionals. Getting recognition for this encourages me to move on with the team who are committed to their individual and each other’s personal and professional development. There is so much more we can do and we are prepared to forge ahead.
Helen Steers www.pantheon.com Partner at Pantheon About Helen Steers Helen is a Partner in Pantheon’s European Investment Team and lead manager for the firm’s listed global private equity investment trust, Pantheon International Plc. She is one of Pantheon’s longest-tenured Investment Partners and plays a key role across a wide range of the firm’s activities, including as a member of the committee that oversees all of Pantheon’s global investment activity. Helen is one of the most prominent investment professionals in European private equity, with a career spanning more than three decades, and is also a determined champion of diversity. She is a founder of Level 20, the non-profit organisation created to encourage more women to enter and succeed in the sector, while in 2022 she was appointed as a member of the UK Government’s Taskforce on Women-Led High Growth Enterprises. About Pantheon Pantheon is a global private markets investor with a 40-year track record and specialized strategies covering private equity, infrastructure & real assets, private debt and real estate The firm manages or advises on around $87.8 billion of assets on behalf of more than 900 investors, as at 31st March, 2022. Pantheon International Plc (“PIP”, ticker code: PIN), Pantheon’s UK-listed investment trust, is one of the longest established private equity investment companies listed on the London Stock Exchange and a constituent of the FTSE 250 index. PIP now has £2.4bn of net assets and, as at 31 May 2022, its NAV had outperformed the FTSE All-Share and MSCI World (Sterling) indices by 4.8% and 4.0% per year respectively since inception in 1987. U N I T E D K I N G D OM Investment Expert of the Year
23 www.finance-monthly.com Why do you think inclusivity is important for private markets investors? Being at the forefront of ESG and diversity and inclusion isn’t just the right thing to do, although of course it is, but we believe it is absolutely critical to building long-term value and fulfilling both our ambitions and those of our clients. Private equity is an incredibly competitive industry. Professionals in this sector are laser-focused on securing the best investments to deliver risk-adjusted returns and helping clients achieve their own financial objectives. Our view is that in order to generate strong performance, it is hugely beneficial to have a diverse team who will provide different views and not fall into the trap of “groupthink”. How does Pantheon approach and promote diversity? Diversity and inclusion has been part of Pantheon’s DNA for the past 40 years, going back to our earliest beginnings with a female co-founder, and it remains critical today, as you can see from the latest figures that we publish on diversity and inclusion on our website. But it’s important to reiterate that diversity and inclusion isn’t an end in itself, it is about ensuring we hire the very best people who can bring a range of talents and perspectives to deliver performance for our clients. I’mvery proud to have contributed to the growth of this business as it has evolved from a private equity fund investor to a holistic private markets firm with strategies covering all private market asset classes and across the full life cycle of investments. What does the future have in store for private equity? In the short term the industry will be navigating the turbulence in the wider global economy, but as well as bringing challenges for investors and the companies they back, these points in the economic cycle can bring about great opportunities. Our role is to be judicious and considered in capitalising on these opportunities as they arise. More generally, there has been a general shift and increase in capital flows to private markets over recent years alongside a well-documented shrinkage in public market opportunities, which we expect to continue. I think there is increasing recognition of the value of the differentiated opportunities and governance advantages private markets can offer and we want to continue to be part of offering broader access to these asset classes for a wider range of investors. U N I T E D K I N G D OM Investment Expert of the Year It is hugely beneficial to have a diverse team who will provide different views and not fall into the trap of “groupthink”.
Maria Lozovik www.marshamim.com Partner and Portfolio Manager at Marsham Investment Management 25 www.finance-monthly.com About Maria Lozovik Maria Lozovik is a Partner and Portfolio Manager at Marsham Investment Management, a London-based investment manager. Maria has over 17 years’ experience in the financial industry, including over 10 years at Bank of America Merrill Lynch, where she worked in ECM, investment banking and corporate finance. Maria has a successful portfolio track record and manages the Transitional Issuers strategy at Marsham IM. Maria views climate change as an investment opportunity and focuses on companies that are driving transition in their respective sectors. The strategy consistently outperforms the market with the USD fund ranked 1st in USD Broad Bonds - Absolute Return by Camradata in 2022. About Marsham IM Founded in 2016, Marsham Investment Management is a London-based investment manager providing fund management services across asset classes as well as tailored externally managed accounts solutions. It now manages four liquid funds and is ranked number one for its USD broad bond fund by Camradata. At the core of our investment philosophy is an unconstrained active investment management based on proprietary fundamental analysis and supported by innovative AI technology. Benefitting from a highly experienced team, Marsham IM offers a unique blend of professional investment management coupled with an individual approach to investors’ requirements. Marsham IM is a signatory to the UN Principles for Responsible Investment. Why is Marsham IM different? Marsham IM not only offers highly professional investment management services, but understands the importance of taking a tailored investment approach to suit investors’ individual requirements. This is thanks to our team of senior professionals who all have vast industry experience and take on board clients’ preferences in relation to product, exposure, and strategy. At the core of our analysis is in-depth fundamental research on each issuer. Our work is supported by the use of innovative AI technology, which sets us apart in the industry and automates the tasks that juniors would usually carry out. This artificial intelligence platform, Sevva.ai, saves us time, resources, and supports our ESG strategy by providing real-time ESG ratings on every public and private company globally. Thanks to our in-depth analysis and expertise, Marsham IM’s funds have still performed very well despite the recent market volatility. What is the Transitional Issuers strategy? There is a growing pressure from investors to divest from traditionally ‘dirty’ sectors and invest in companies that are labelled as green or sustainable. Our Transitional Issuers strategy is based on the idea that, in practice, divestment is not the best strategy to have meaningful impact. We invest in transitional companies that are not currently recognised as ESG leaders but have an established sustainability strategy in place and need investment to achieve their goals. Marsham IM sees real opportunities for excess returns as these companies improve their ESG credentials and adapt their operations to become more sustainable. We identify these opportunities with the use of AI technology, which maximises our chances of finding issuers that will have a positive sustainable impact and generate higher returns. The sectors we invest are often “old economy” industries ranging from building materials to industrials, utilities, autoparts or packaging. At the core of Marsham IM’s vision is the belief that investing in the climate change super cycle is financially rewarding for clients, as is evidenced by our fund’s strong performance. U N I T E D K I N G D OM Investment Management Leader of the Year
Vanora Madigan www.waystone.com Executive Director at Waystone 26 www.finance-monthly.com About Vanora Madigan As an Executive Director within the relationship management and client solutions team of Waystone Management Company (IE) Ltd., Vanora provides corporate governance advice leading and developing business relationships including the design and implementation of internal controls and operating procedures associated with regulated investment funds. Vanora has extensive experience in UCITS, AIFMD, and alternative investment vehicles and brings with her a background in legal investment and client relationship management with over six years spent at Fidelity Worldwide Investment in Dublin, servicing corporates, banks, pension funds and financial institutions. She previously served as a stockbroker with Cantor Fitzgerald and as an FCA regulated advisor at Lehman Brothers and with UBS Private Banking in London. Vanora is Vice Chairperson of the Irish Funds Marketing and Promotions Steering Group and Chairperson of the Irish Funds Publications and Communications Working Group. Vanora is a committee member of 100 Women in Finance in Ireland with responsibility for the input to the Irish Government’s ‘Ireland for Finance’ Action Plan. Vanora is a qualified solicitor and is a member of the Law Society of Ireland where she also holds a diploma in Investment Funds & Compliance. She studied Business Economics and Social Studies (BESS) at Trinity College Dublin with business French. As part of her degree Vanora spent a year at the EM Strasbourg Business School, a grande école in Strasbourg, France. She also holds a Master’s degree in Business and Economics from Trinity College Dublin. About Waystone Formed from a merger between DMS, MontLake and MDO, Waystone launched in March 2021 to create a leading, global governance and third-party management company that is unparalleled in terms of portfolio of services and talent. The agreement, driven by client demand, created a leading and unique service provider across multiple asset classes and jurisdictions. Waystone provides a robust and comprehensive service to clients, keeping pace with the rapidly evolving regulatory landscape. Waystone’s clients benefit from an expanded suite of services and a dedicated and highly-qualified staff based in wellestablished operations in Luxembourg, Ireland, the UK, North America, the Cayman Islands and Asia. Waystone leads the way in specialist services for the asset management industry. Partnering institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide.Withover 20years’ experienceanda comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn. Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence. We are at the cutting edge of asset management services, working with our clients to build, support and protect investment structures and strategies. By leveraging our expertise in the asset management industry and our farreaching specialist services, we provide our clients with the necessary guidance and tools to pursue their investment goals with confidence. We work directly with fund managers, yet our reach extends to the investors on whose behalf our primary clients work, as well as a wider asset management audience including COOs, CTOs, HR directors and beyond. Our Values Our core values shape our company culture and reflect our commitment to both our customers and our employees. I R E L A N D Asset Management Leader of the Year
Jennifer Piepszak www.jpmorganchase.com Co-CEO of Consumer & Community Banking at JPMorgan Chase & Co. 29 www.finance-monthly.com About JPMorgan Chase JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. Our company is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. Our rich history spans over 200 years. We are a leader in investment banking, financial services for consumers and small business, commercial banking, financial transactions processing and asset management. Wewill workwithfierce resolve tomake this a companyofwhich our customers, employees, shareholders and communities can be proud. We cannot promise specific outcomes or riskfree results. From time to time, we may fall short in our efforts and if that happens, we will renew our commitment to these principles and re-double our efforts. What we can and will promise is to be truthful and give honest assessments of our businesses and prospects; act with integrity and honor; and do the right thing—not necessarily the easy or expedient thing. For more than two centuries, JPMorgan Chase has always been there for our constituents around the world. In the toughest of times when strong banks are needed the most, we never waver in our support, and we never lose sight of our main mission: serving our clients. Our job is to always do right by them and consistently strive not only to meet their needs but also to exceed their expectations and continually make it easy for clients to do business with us. U S A Banking Leader of the Year About Jennifer Piepszak Jennifer Piepszak is the Co-CEO of Consumer & Community Banking (CCB) and amember of the JPMorgan Chase Operating Committee. She is jointly responsible for all of CCB, a business that serves more than 60 million households and 4 million small businesses in the United States. On a day-to-day basis, Piepszak leads Consumer and Business Banking, as well as Wealth Management. Piepszak has been with JPMorgan Chase for 28 years. Since May 2019, she was Chief Financial Officer of the firm, responsible for Finance and Business Management, the Chief Investment Office and the Chief Administrative Office. Prior to being CFO, Piepszak spent seven years in CCB, serving as CEO of Card Services, CEO of Business Banking and CFO for Mortgage Banking. During her first 17 years at the firm, Piepszak held progressively responsible roles in the Corporate & Investment Bank serving as Controller for Global Equities and Prime Services, CFO and Controller for the Proprietary Positioning Business and Principal Investments Management, and CFO for the Investment Bank Credit Portfolio as well as several Fixed Income markets businesses. Piepszak holds a Bachelor of Science degree from Fairfield University and is on the board of directors for the United Way of New York City and the American Bankers Association. She and her husband have three children and live in New Jersey.
Europe Ann Brands Argenta Group Alexandra von Kalnein Natango Invest GmbH Sabrina Goi Kairos Partners Allegra van Hövell-Patrizi Aegon Netherlands Cristina Nieto Gómez Akerton Partners Camilla Jarl JLL Florence Schnydrig Moser Zürcher Kantonalbank Emma Cherrington Active Financial Planners Wei Li BlackRock Alison Dolan Rightmove Ruth Steedman FTI Consulting
Ann Brands www.argenta.be Chief Operating Officer at Argenta Group 33 www.finance-monthly.com • Simple, ‘no frills’ • Clean & honest • Human and close-at-hand • Enterprising and independent • Future-oriented and secure Argenta wants to be a strong and independent bank-insurer with an excellent customer service and lasting relationships with its shareholders, self-employed distribution partners, employees and suppliers. Argenta wants to be a secure and stable bank-insurer with a sound risk and investment policy focused on sustainability. Secure and stable means, in addition to strong capital and liquidity ratios, that the current rapid digitization goes handin-hand with the necessary protection of personal and other data. At Argenta, caring is at the heart of the organisation. It connects us and offers individuality. By consciously embedding it, we are aiming for satisfied customers, happy employees and healthy business results in the long term. Taking responsibility is an integral part of our long-term vision. In Belgium, Argenta wants to be human and close-at-hand through its self-employed distribution partners but also digitally with a range of retail banking and insurance products tailored to individuals and families. Digitizationmakes up a substantial part of this business model. Digitally reliable solutions represent at once a challenge and an opportunity to better fulfil our mission. This must not, though, prevent Argenta from remaining accessible, human and closeat-hand. B E L G I UM Banking Leader of the Year About Marnie Baker Ann Brands became Argenta’s Chief Operations Officer (COO) in November 2016. She is a member of the Board and of the Executive Committees of Argenta Spaarbank nv and Argenta Assuranties nv. Her responsibilities as COO comprise Banking, Savings & Investing, Lending, Insurance, Client Management and Process Excellence. Ann has been active in the financial sector since 1987, first at Aegon Belgium, followed by Delphi Insurance. In 1999 she joined KBC where she went on to occupy various positions, from Head of Claims Department Antwerp to Head of process management Non Life Claims and later to Expert Project manager PMO (Program management office). In 2012 she joined Fidea Insurance. As General Manager IT & Organisation, shewas responsible for long termstrategy andbudget, contract negotiations, infrastructure, software maintenance, project portfolio, process organization and business intelligence. About Argenta Argenta Bank- en Verzekeringsgroep (Argenta Group) provides retail financial services for families in Belgium and the Netherlands, through Argenta Spaarbank (banking) and Argenta Assuranties (insurance). Founded in 1956, Argenta is today Belgian’s fifth largest banking institution by customer deposits, with over 1.7 million customers. Its product offering, focused on simplicity and long-term relationships of trust with its family clients, is built on four pillars: savings, lending, insurance and investments. The group operates in Belgium through an extensive network of local self-employed tied agents. Mission and Vision Argenta wants to assist families and individuals in living financially healthy lives, in a simple, honest and close-at-hand way. Argenta wants to achieve thismissionwith respect for the core values that have marked Argenta’s strategy and corporate culture from the outset:
Alexandra von Kalnein www.natango-invest.com Managing Director and Founder at Natango Invest GmbH 34 www.finance-monthly.com About Natango Invest GmbH Natango Invest provides sustainably successful assetmanagers to professional investors from Germany and Austria. Longterm, value-enhancing capital investments in niche markets are our core competence. As a brokerage and consulting company, we aredistinguishedby our independence inproduct selection, reliability in support, long-term relationships, a large network of owner-managed providers in the securities sector and our broad knowledge of international investment cultures. As an investment advisor and broker, we bridge the gap between professional investors and product partners in the traditional and alternative sectors. The analysis of international stock and bond markets is our everyday business. In us, you will find a competent, sustainable partner who has known and understood your investment needs and restrictions for many years and connects them to innovative solutions. We translate this knowledge for our clients from the areas of asset management, funds of funds, pension schemes and insurance companies to family offices and foundations. Are you looking for a tailor-made, risk-optimized investment strategy with managers in niche markets? We’re here to help. FOR FAR-SIGHTED INVESTORS: HIGH-YIELD MANAGERS IN NICHE MARKETS In the thicket of the global capital markets, we find promising and needs-based product pearls for our customers. We offer professional investors in Germany and Austria selected managers from asset classes that serve niche markets. We scour the international capital markets for you based on your return and risk requirements. We know the investment cultures of our product partners as well as the history and the people behind them. Through our global network of professional service providers and our many years of experience abroad, we offer valuable additional information about markets and their requirements beyond the usual press channels. Of course, we keep an eye on the local regulatory framework. G E RMA N Y Investments Expert of the Year About Alexandra von Kalnein Alexandra von Kalnein has been active in institutional fund sales in Germany, Austria, Benelux and France for over 20 years. She started her career at Dresdner Bank in Paris; Further positions were JP Morgan IM, Deutsche AM, MM Warburg & CO and AXA IM, for which she was responsible for institutional business in Germany. Alexandra von Kalnein is an experienced product specialist for most asset classes, she has an MBA from Florida International University, Miami, USA, speaks four languages and is licensed by the Financial Conduct Authority (UK). Alexandra von Kalnein is also particularly concerned about the training and further education of women in financial professions. She is happy to pass on her knowledge and many years of experience. At 100 Women in Finance , Alexandra von Kalnein is a board member of the German branch of the international association.
Sabrina Goi www.kairospartners.com Chief Financ al Officer at Kairos Partners 35 www.finance-monthly.com About Kairos Kairos is a business initiative founded in 1999 by a small group of partners united in their common vision of creating excellence outside the box of big industry thinking. Kairos is a business first and a financial company second, founded out of our passion for wealth management, as delicate a profession as it may be. Kairos is synonymous with success in the asset management sector. From the small, temporary office in via Conservatorio, Milan to a player in different financial markets, Kairos is the result of an opportunity and a bright idea: create an alternative to big asset management industry players by rethinking investment strategies and the business model. The Kairos Group initially specialized in hedge funds, which are more flexible investments than traditional mutual funds. In 1999, it launched its first long-short single-manager fund. It was managed by Kairos Investment Management Limited based in London, considered a vital hub for global financial information. In the same year, Kairos Partners SGR was established in Italy and received the Bank of Italy’s authorization to perform asset management activities. It began operating in 2000 with the launch of two open-ended investment funds. When Italy passed legislation opening the market to hedge funds, Kairos decided to put its expertise in the hedge fund business to use in Italy as well, launching the country’s first hedge fund of funds. The brand began making a name for itself in the industry for the performance of its managed funds, its revolutionary approach to new products, its independence and the way in which it aligned its interests with those of its clients. MISSION Kairos presents itself as a laboratory of ideas, strongly believing in the investment boutique model. Its mission is the constant enhancement of capital, in a constant alignment of interests with clients. PERFORMANCE Differentiating element in asset management. Kairos aims for generating positive absolute returns in any market condition, trough active and dynamic management and a focused risk control. I T A L Y Asset Management Leader of the Year About Sabrina Goi Since October 2018 she is CFO of the Group holding company, Kairos Investment Management SpA. She began her career as Financial Controller with JP Morgan; after 5 years she moved to Invesco to become Head of Finance Department. After a brief period in Cordea Savills SGR, she joined Kairos as Group Financial Planning and Control. Graduated in Economics at the University of “Cattolica del Sacro Cuore” in Milan, she has over twenty years of experience in strategic planning and financial statements and accounting.
Allegra van Hövell-Patrizi www.aegon.com/home CEO at Aegon Netherl nds 37 www.finance-monthly.com Allegra van Hövell-Patrizi Allegra van Hövell-Patrizi began her career in 1996 at McKinsey & Company, specializing in financial institutions. After several years as a partner there, she joined F&C Asset Management in 2007 as a member of the Management Committee. In 2009, she joined Prudential plc where she was part of the CEO Office and then later became Group Risk Director, and a member of the Group Executive Risk Committee, as well as the PUSL Board (within the Prudential plc Group). Mrs. van Hövell-Patrizi joined Aegon at the end of 2015. She was appointed Chief Risk Officer of Aegon N.V. and a member of Aegon’s Management Board in January 2016. Mrs. van Hövell-Patrizi was appointed CEO of Aegon the Netherlands on June 15, 2021. Mrs. van Hövell-Patrizi is a former member of the Supervisory Board of LeasePlan. About Aegon Netherlands Aegon has operated for 175 years in the Netherlands, where it is a provider of life insurance, pensions, banking and other financial services. Aegon is headquartered in The Hague, the Netherlands, and listed on Euronext Amsterdam and the New York Stock Exchange. We want to be there to support you whether you are starting a family or a new job, or are ready to retire. To that end, we offer various types of insurance, savings, banking and retirement products. Aegon is an integrated, diversified, international financial services group. The company offers investment, protection, and retirement solutions, with a strategic focus on three core markets (the United States, the United Kingdom, and the Netherlands*), three growth markets (Spain & Portugal, Brazil, and China), and one global asset manager. Aegon allocates capital toward profitable opportunities in its core and growth markets, and through Aegon Asset Management. As an international financial services group, we share capital, talent, knowledge, processes, and technologies across our different businesses. We derive our revenues and earnings from insurance premiums, investment returns, fees, and commissions. We offer both direct and intermediary-assisted access to our products and services. For more complex and advanced services and products requiring tailored advice, we rely on a broad network of business partners that includes brokers, agents, banks, employee benefits consultants, and independent financial advisors. For simpler types of solutions, we are growing our direct distribution capabilities to engage with customers directly. We are highly attuned to the needs of a world where lifespans are increasing and careers and retirement are lengthening and becoming more flexible. Although healthcare is becoming more effective, it is also becoming expensive as public and corporate sources of lifelong pension and care are transferring risk to individuals in the face of financial pressure. During Capital Markets Day in December 2020, we announced Aegon’s new strategy and financial targets. With this new strategy we are taking important steps to transform our organization, change our performance trajectory and increase value for our customers, shareholders, and other stakeholders. N E T H E R L A N D S Financial Services Leader of the Year
Cristina Nieto Gómez www.akerton.com Head of Finance at Akerton Partners 38 www.finance-monthly.com About Akerton Partners Akerton Partners is an independent professional services firm specializing in providing financial advice to companies, their shareholders, investors and lenders. Successfully advised on more than 660 operations within different sectors, adding up to a total amount of more 3.5 Bn euros. Founded in 2008 by professionals with extensive industrial and financial experience, our services are centered in providing our clients the added value they need under certain situations where specialization, experience, commitment, and know-how make the difference. Akerton Partners aims to help clients creating and maintaining long term value. In order to provide such, we analyze their situation and problems from all angles, to identify and implement the best solution. Our professionals have built their reputation based on experience, dedication, and integrity, and their in-depth and extensive back ground in the industry lets them put themselves in the clients shoes and quickly understand the clients problems. Our independence and motivation for establishing long-term relationships with clients, allow Akerton Partners to always place their interests before our own, something that eliminates barriers and creates lasting relationships. Our Services Corporate Advisory Forensic and due diligence Financing Public Incentives Real State and Infraestructures S P A I N Corporate Finance Expert of the Year About Cristina Nieto Gómez Cristina holds a degree in Business Administration and Management, with a major in Finance from CUNEF (part of Complutense University of Madrid). She has also completed an Executive MBA from ISEM Fashion Business School (part of University of Navarra). She has worked, while living in the United States (2012-2019), as a guest lecturer at the University of Texas, under the “Transportation Systems Management” program led by Dr. Walton to present the basic principles of financing transportation infrastructure projects.
Camilla Jarl www.jllsweden.se COO & Head of M rketing at JLL 39 www.finance-monthly.com About JLL ‘We shape the future of real estate for a better world’ At JLL, we take pride in doing things differently. We see the built environment as a powerful medium with which to change the world for the better. By combining innovative technology and data intelligence with our world-renowned expertise, we’re able to unveil untapped opportunities for success. We help buy, build, occupy and invest in a variety of assets including industrial, commercial, retail, residential and hotel real estate. From tech startups to global firms, our clients span industries including banking, energy, healthcare, law, life sciences, manufacturing, and technology. Our Values Our core values shape our culture and define who we are. They underscore our commitment to our clients, to our communities and to each other, and provide direction for everything we do. We strongly believe in teamwork, ethics and excellence. We believe in teamwork – we share in order to succeed. We are more than 91,000 individuals, and one team. It’s as one team that we achieve our common goals and share our mutual successes. We unite across locations and functions to build world-class teams offering first-class service. We believe in ethics – we act honestly and responsibly We act with honesty and integrity to build trust and foster inclusive, responsible and lasting relationships. Ethical business practices guide our actions, define who we are and how we behave. We believe in excellence – we strive to be exceptional. We want to grow and do better for our clients and ourselves. That’s why we’re committed to excellence, and to always seeking new and innovative ways to make ambitions happen. S W E D E N Real Estate Expert of the Year About Camilla Jarl Camilla is the Chief Operating Officer and Head of Marketing in Sweden and is responsible for turning our business strategies into action. Working closely with the Swedish CEO, Camilla is responsible for turning our business strategies into action. Heading office operations, she makes sure we do the right thing, in the right way – from building efficiency and co-worker engagement to securing regulatory compliance. She also strengthens the company brand, working with our customer relations and employer branding. Camilla has worked 14 years in the real estate business. Before joining the Swedish leadership team, she worked at Hemsö and Klövern with communication and marketing.
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