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3 www.finance-monthly.com Honoring Leadership and Innovation In this special issue, we celebrate the achievements of women who are leading the way in the finance industry through the Finance Monthly Women in Finance Awards. This year’s awards spotlight a group of outstanding leaders, including Cecile Vuillier of TrustConsult (Suisse) SA, Marion Rouso, formerly of La Banque Postale, and Susie Hillier of Stonehage Fleming, among many other notable winners. These individuals have demonstrated exceptional expertise, leadership, and commitment to innovation within their respective fields. Cecile Vuillier has distinguished herself in wealth management with innovative strategies that have significantly advanced TrustConsult (Suisse) SA. Marion Rouso has led La Banque Postale with a strategic vision focused on sustainable finance, marking a transformative period for her organization. Susie Hillier has exemplified excellence in wealth planning, offering advice and expertise to generations of families. The Finance Monthly Women in Finance Awards aim to recognize not only the individual achievements of these remarkable leaders but also their collective impact on the finance industry. Their contributions have not only propelled their companies forward but have also paved the way for future generations of women in finance, highlighting the importance of diversity and inclusion in shaping a more equitable and dynamic industry. Join us in applauding these exceptional women for their achievements and contributions to the finance sector. Their success is a testament to the vital role that women play in driving innovation and growth in the industry.
Introducing the Winners... Finance Monthly Women in Finance Awards 2023 Index
EUROPE Belgium Ann Brands Argenta Group Banking Leader of the Year France Jane Ambachtsheer BNP Paribas Asset Management Asset Management Leader of the Year Marion Rouso La Banque Postale Retail Banking Leader of the Year 18 Germany Monika Beck DEG Financial Services Leader of the Year 32 Alexandra von Kalnein Natango Invest GmbH Investments Expert of the Year Ireland Vanora Madigan Waystone Asset Management Leader of the Year Italy Sabrina Goi Kairos Partners Asset Management Leader of the Year Alessandra Rosso 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 Sofie Verheij Grant Thornton Junior Tax Adviser of the Year Hadewych Kuiper Triodos Investment Management, B.V. Impact Investing Adviser of the Year 34 Portugal Mafalda Oliveira Monteiro Miranda & Associados Banking & Finance Lawyer of the Year Romania Ana Maria Voicu Domsa Ernst & Young Tax Adviser of the Year 5 www.finance-monthly.com Finance Monthly Women in Finance Awards 2023 Index
Spain Eva Rubio BBVA CIB Banking Leader of the Year 35 Cristina Nieto Gómez Akerton Partners, SL Corporate Finance Expert of the Year 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 Switzerland Florence Schnydrig Moser Zürcher Kantonalbank Banking Leader of the Year Cecile Vuillier TrustConsult (Suisse), SA Estate Planning Adviser of the Year 20 Monica Casillo LFA Global Investment Leader of the Year 22 Kecia Barkawi VALUEworks Most Inspiring Family Advisory Service United Kingdom Emma Black Cascade Cash Management Female Leader of the Year Hannah Forbes Hannah Forbes Crowdfunding Consultant of the Year Manuela Cedarmas Investcorp-Tages ESG & Impact Expert of the Year Roya Motalleb-Zadeh Credit Suisse Finance Lawyer of the Year 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 Helen Steers Pantheon Investment Expert of the Year Maria Lozovik Marsham Investment Management, LLP Investment Management Leader of the Year Alexandra Buchan-Heelas Waverton Investment Management Investment Portfolio Manager of the Year Audrey McVeigh Medway Mortgage Shop Mortgage Adviser of the Year 6 www.finance-monthly.com Finance Monthly Women in Finance Awards 2023 Index
Sarah Gestetner Inflexion Private Equity Partners, LLP Private Equity Firm of the Year Catriona Finnie AGS Airports Tax Manager of the Year Ruth Steedman FTI Consulting Transfer Pricing Expert of the Year Inga Rottmann Wolters Kluwer VP Global Marketing Leader of the Year Susie Hillier Stonehage Fleming Wealth Planning Leader of the Year 14 Jean Murphy Recognise Bank Business Loans Adviser of the Year 37 Emma Cherrington Active Financial Planners Financial Advisory Expert of the Year Wei Li BlackRock Most Influential Investment Strategist Alison Dolan Rightmove Real Estate Expert of the Year Sarah Wilkinson Virgin Money, Plc Retail Banking Leader of the Year 24 7 www.finance-monthly.com Hillier Susie 14 Wealth Planning Leader of the Year United Kingdom Finance Monthly Women in Finance Awards 2023 Index
AMERICAS Brazil Vanessa Lobato Banco Santander Brasil Banking Leader of the Year Germana Cruz Standard Chartered Investment Banking Leader of the Year 26 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 FaRu Chen CIBC Mobile Investment Consultant of the Year Laura E Tutte TD Group Financial Services Wealth Investment Adviser of the Year Sarah Robson Marsh Canada Limited Risk Management Adviser of the Year 40 Christine Van Cauwenberghe IG Wealth Management Wealth Management Adviser of the Year 43 Chile Rosanna Costa Central Bank of Chile Banking Leader of the Year 44 8 www.finance-monthly.com Finance Monthly Women in Finance Awards 2023 Index Vuillier Cécile 20 Estate Planning Adviser of the Year Switzerland
Colombia Sandra Abella Noriega Finance in Motion Investments Expert of the Year Mexico Sofia Garrido Freyria General Atlantic Service Company, L.P. Private Equity Leader of the Year USA Deanna Strable Principal Financial Services Asset Management Leader of the Year 28 Jennifer Piepszak JPMorgan Chase & Co. Banking Leader of the Year Sasha Yablonovsky Loanspark Business Lending Leader of the Year Katrina Radenberg Mariner Wealth Advisors Financial Advisory Expert of the Year Emmalyn Shaw Flourish Ventures FinTech Adviser of the Year 45 Kathy Jones New York Life Insurance Company Insurance Advisor of the Year Stephanie Braming William Blair & Company, LLC Investment Banking Expert of the Year ASIA Bahrain Mariam Jowhary GFH Financial Group Investment Management Leader of the Year 49 China Jessica Tan Ping An Group Insurance Leader of the Year Hong Kong Cerulean Hu Crypto.com Fintech Leader of the Year Catherine Chen AvantFaire Investments Adviser of the Year 50 Amy Lo UBS Hong Kong Wealth Management Expert of the Year 9 www.finance-monthly.com Finance Monthly Women in Finance Awards 2023 Index
Japan Yuki Hashimoto Morgan Stanley Investment Banking Expert of the Year Malaysia Vera Handajani CIMB Group Islamic Banking Leader of the Year Saudi Arabia Enji Ahmed Al-Ghazzawi Riyad Bank Banking Leader of the Year Singapore Alice Quek Hawksford Private Client Services Leader of the Year Helen Wong OCBC Bank Banking Leader of the Year 52 United Arab Emirates Clare Lavin Grant Thornton, UAE Accounting Expert of the Year Karen Letran PayTabs Digital Payment Solutions Leader of the Year Ambareen Musa Souqalmal.com Insurance Leader of the Year Huda Al Lawati Aliph Capital Investments Adviser of the Year 53 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, Ltd. Insurance Provider of the Year 10 www.finance-monthly.com Finance Monthly Women in Finance Awards 2023 Index
Nigeria Bukola Smith FSDH Merchant Bank Banking Leader of the Year Ololade K. Razaaq DLM Trust Company, Ltd. Investment Banking Expert of the Year Jumoke Ogundare ARM Investment Managers Investment Management Leader of the Year 56 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 Lindani Dhlamini SkX Protiviti Financial Consulting Adviser of the Year 57 Elize Bland JTC Financial Services Leader of the Year AUSTRALASIA Australia Marnie Baker Bendigo and Adelaide Bank Banking Leader of the Year 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 Alison Harrop Stockland Real Estate Adviser of the Year 60 Sangeeta Venkatesan Fairvine Super Super Fund of the Year New Zealand Leanne Lazarus Heartland Bank, Ltd. Financial Services Leader of the Year 61 Jayshree Das Hobson Wealth Partners Investments Expert of the Year 11 www.finance-monthly.com Finance Monthly Women in Finance Awards 2023 Index
Susie Hillier Stonehage Fleming Wealth Planning Leader of the Year, United Kingdom Marion Rouso La Banque Postale Retail Banking Leader of the Year, France Cécile Vuillier TrustConsult (Suisse) S.A. Estate Planning Adviser of the Year, Switzerland Monica Casillo LFA Global Investment Leader of the Year, Switzerland Sarah Wilkinson Virgin Money PLC Retail Banking Leader of the Year, United Kingdom Germana Cruz Standard Chartered Investment Banking Leader of the Year, Brazil Deanna Strable Principal Financial Services Asset Management Leader of the Year, USA Featured Winners 14 18 20 22 24 26 28
Finance Monthly Women in Finance Awards 2023 United Kingdom
Finance Monthly Women in Finance Awards 2023 United Kingdom 15 www.finance-monthly.com Stonehage Fleming is known for its comprehensive wealth management services. How do you approach wealth planning to ensure it aligns with the diverse needs of your clients? At Stonehage Fleming, our diverse client base includes business owners, entrepreneurs, professionals and private equity partners. We really do look after babies to billionaires! We provide comprehensive support to individuals and families both in the UK and internationally. Building strong personal connections is a fundamental part of our approach. I dedicate significant time to truly understanding our clients and their unique circumstances drawing on our experience of working with so many different families, something we refer to as providing practical wisdom. In the latest edition of Finance Monthly’s Women in Finance Awards, we are delighted to feature an insightful interview with Susie Hillier, a distinguished Partner and Head of Wealth Planning at Stonehage Fleming. Known for her exceptional role as a trusted adviser, Susie has carved out a remarkable career, guiding professionals, entrepreneurs, and board directors through the intricacies of wealth management and planning. With a keen focus on delivering technically regulated advice, particularly in the complex realm of UK pension provision, Susie’s expertise is widely recognized within the industry. Partner and Head of Wealth Planning Stonehage Fleming Wealth Planning Leader of the Year Hillier Susie “We create teams for each client family to ensure that the service they receive is tailored and of the highest standard.”
Finance Monthly Women in Finance Awards 2023 United Kingdom 16 www.finance-monthly.com We create teams for each client family to ensure that the service they receive is tailored and of the highest standard. I firmly believe that the success of our team approach is rooted in the nurturing, support and time I, and my senior colleagues, invest in the team’s professional growth. Our expertise lies in helping clients plan for various scenarios. By drawing on our experience and prioritising consistent and effective communication, we are able to help clients understand not only the issues they face today but also those they will have to consider in the future. In your experience, what are the key factors in developing effective wealth-planning strategies for highnet-worth individuals and families? To assist clients develop an effective wealth planning strategy (that can include a wide range of goals such as retirement planning, inter-generational wealth transfer, investment management, and tax structuring), we believe it is crucial to have a comprehensive understanding of their overall financial goals and the purpose behind their wealth. Our team specialises in working with a diverse range of clients, catering to those who are just beginning to build their wealth through ultra-high net worth individuals, including private equity professionals and owner-managers. We recognise that wealth holds different meanings for different individuals. Our unique approach revolves around adopting a broad, holistic perspective. For example, we can assist in terms of passing wealth to the next generation by putting in place structures or supporting philanthropic endeavours. We are dedicated to empowering the next-gen by providing them with valuable financial education. There is often a significant event in their lives that serves as a catalyst for seeking our assistance, such as an entrepreneur selling their business, a professional transitioning into retirement, or parents passing on their wealth. These triggers bring excitement and opportunity for us to make a meaningful impact on our clients’ financial journeys. How do you see the role of women evolving in the finance industry, and what changes would you like to see to promote gender equality in this sector? In broader financial services, gender equality has been a constant issue to get right with many schemes and social movements to address it. It is, therefore, somewhat rare to have created a Wealth Planning team where advisers and senior managers are equally split between genders, and overall, there are more women within the team. The finance industry still has challenges in attracting more women to consider it as a career. At the true advisory end of our industry, I have found that that both male and female clients often open up more quickly and feel more comfortable working with women. I also believe that having access to a female adviser can mean that some feel less threatened or vulnerable and this removes a barrier to them seeking advice. I am proud of the work that I have done during my career as a trusted adviser to a wide client base and proud of the team that has been brought together. “We are dedicated to empowering the next-gen by providing them with valuable financial education.”
Finance Monthly Women in Finance Awards 2023 United Kingdom 17 www.finance-monthly.com What strategies do you use to maintain high levels of motivation and engagement among your team members? Since joining Stonehage Fleming, my priority has been to lead by example and build a diverse team who are focused on the growth and development of each other as well as themselves. Our goal is to create an environment where everyone feels included and supported, and where employees are encouraged to express themselves and share their perspectives. Due to our collaborative approach, those starting their careers actually have exposure to complex and wealthy clients working alongside more experienced team members. Our broad in-house expertise allows us to advise complex clients in a streamlined and efficient way. Our clients have access to numerous specialists, who they can engage with without building relationships from scratch. They have confidence in us to refer them to the best person for the job, whether inside or outside of the firm. About Susie Hillier Susie is a Partner and Head of Wealth Planning. She acts as a trusted adviser to a wide client base of professionals, entrepreneurs and Board Directors. She has several families she has supported for many years working with the different generations. Susie sets our high standard of 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 from within the professional consultancy environment at City Chartered Accountants Deloitte, Andersen and RSM Robson Rhodes. www.stonehagefleming.com twitter.com/sf_familyoffice linkedin.com/company/123111/ “I am proud of the work that I have done during my career as a trusted adviser to a wide client base and proud of the team that has been brought together.”
Finance Monthly Women in Finance Awards 2023 France 18 www.finance-monthly.com What is your scope within La Banque Postale and the La Poste Group? A universal and local bank, La Banque Postale’s retail bank supports 20 million customers, individuals and professionals, with a unique network of local agencies, a complete and responsible range of products and services, accessible to all, in areas of deposits and means of payment, savings, loans (housing and consumption), and insurance. Between bank advisors in post offices, remote advisors and all of the head office or local teams, there are nearly 20,000 people mobilized to support our customers in their moments of life. How is this network unique? Our main strength lies in our teams, in each of those who embody the values of our company on a daily basis. This is our differentiating focus for individuals and professionals alike. Over the last two years, we have laid the foundations, the fundamentals: our distribution model, our offer, accessibility and digital, our commercial excellence and our customer journeys. With this common foundation, we will be able to strengthen our bond with our customers, simplify their journeys and support the evolution of La Banque Postale. Proximity, whether physical or digital, is the key to our relationship with our customers. What makes our network truly different is the complementarity between the postal and banking worlds that we offer to our customers. Our client is unique, and it is for him that we work collectively. Marion Rouso joined La Banque Postale in 2021 as a member of the management board in charge of retail banking and deputy general manager of the Consumer & Digital Branch of the La Poste Group. Marion has since left her position within La Banque Postale at the beginning of 2024. Former Co-CEO, Retail Banking La Banque Postale Retail Banking Leader of the Year Rouso Marion “As a leader, it’s impressive to see this mobilization and to encourage it in the teams so that it grows.” www.labanquepostale.fr
Finance Monthly Women in Finance Awards 2023 France What does the importance of the civic banking values carried by La Banque Postale represent for you? We are the pioneers and leaders of the just transition and we give our customers the opportunity to become actors. Being a citizen bank is not just words. This is reflected in our offer, our desire to support individual and corporate projects which have a positive impact on the environment, it means supporting purchasing power, being accessible to all, supporting the associative fabric... These civic values are anchored in us and they are carried by each manager and each employee. The head office and field teams implement them through their activities, but also through their individual or collective commitments to civic actions. As a leader, it’s impressive to see this mobilization and to encourage it in the teams so that it grows. After two years at La Banque Postale, what will be your priority in 2024? Our teams have all the elements to best support our customers throughout their life. They work in a bank and in a Group with real human values and proximity. Our strategy is proximity because it is the strength of our postal and banking model, it is our DNA and our values: human connection, inclusion, sense of service, trust…. We are fortunate to be anchored in civic values that differentiate us from many other companies and we are all committed to our customers. Our managers must more than ever support their employees, help them grow and develop their commitment. Because it is the commitment of each person that is put to the service of our customers.
Finance Monthly Women in Finance Awards 2023 Switzerland 20 www.finance-monthly.com
Finance Monthly Women in Finance Awards 2023 Switzerland 21 www.finance-monthly.com About Cécile Vuillier Cécile is the Managing Partner & CEO for Trustconsult in Switzerland as well as Head of Private Client for the Trustconsult Group. She has an extensive wealth & estate planning career, earning a solid reputation for her work on international trust & foundation. Her experience includes managing complex & sophisticated trust and corporate structures for private and corporate clients located around the globe, including Latin America and Asia but more specifically in the Middle east. Her team in Geneva has been awarded best “Wealth Planning Advisors” for 2023, and best “Corporate Services” in 2024! Cecile is chairing the Wealth Management & Estate Planning focus Group of XLNC, she is also an active member of several significant professional bodies including The International Bar Association (IBA) and The International Tax Planning Association (ITPA). Former Chairwoman of the Society of Trust and Estate Practitioners (STEP) branch in Geneva and also Former Chairwoman of the STEP Swiss & Liechtenstein Federation, acknowledged as a “prominent figure” in the “Leading Trustees” category of CityWealth Leaders List. Cécile has also been a presiding judge for the STEP Private Client Awards and for WealthBriefing Awards Switzerland & Liechtenstein and the MENA region for many years. Cécile has qualifications in company law and practice, tax compliance, international trust management, trust administration and accounts, and trust creation. Cécile was awarded best “Women in Wealth Management” for 2022 in Switzerland! Managing Partner, CEO and Group Head of Private Client TrustConsult (Suisse) S.A. Estate Planning Adviser of the Year Vuillier Cécile www.trustconsultgroup.com TrustConsult (Suisse) S.A. 15, rue Ami-Lévrier CH-1201, Geneva Tel: +41 22 716 02 31 | Mob: +41 79 214 48 83 Email: cecile.vuillier@trustconsultgroup.com
Finance Monthly Women in Finance Awards 2023 Switzerland 22 www.finance-monthly.com About LFA LFA is part of the group headed by LFG Holding, which holds one of Switzerland’s largest portfolios of independent asset managers, with over 50 professionals, 700 clients, and over USD 2.5 bn. of assets under management. We deliver our services exclusively to clients with U.S. income tax obligations, providing expertise in international asset and foreign currency management and access to a network of Swiss tailor-made products and service providers. We aim to be a seal of Swiss excellence by providing you with exclusive, high-quality customer service. We focus on creating long-term, personalized investment strategies aimed at diversifying, protecting, and growing your wealth, regardless of the size of your portfolio. As a leading provider of global investing, we have decades of combined experience in building and managing portfolios designed to provide investors with consistent and stable returns that are built on the proper management of a diverse portfolio. Our philosophy of placing our clients’ interests first and conducting extensive research through all aspects of the investment process has served them well over many years. First and foremost, we are a service organization that is focused on providing the highest quality financial advice and services to our clients. We provide the specialized knowledge, discipline, and services our clients need to achieve their financial goals. Chief Compliance Officer LFA Global Investment Leader of the Year Casillo Monica About Monica Casillo Monica has accumulated over 20 years of banking experience and, in 2015, she decided to join LFA. After completing the CAS in Compliance Management studies in Vezia and Geneva, Monica became the company’s, Chief Compliance Officer. She is based in Lugano and is responsible, in particular, for anti-money laundering, Know Your Client, cross-border activities, regulatory follow-ups, internal control systems. Her task is to support relationship managers in their day-to-day work to perform their functions as well as possible within the framework of regulatory requirements. OUR MISSION We give a home to our client’s aspirations, accompanying them and their families in their generational journey. Dedicated personal relationships are cultivated, rooted in trust, confidentiality, and loyalty. We give service with quality, innovation, and privacy at heart. OUR VISION We want to be the leading independent advisor in Switzerland. We advise you and your family throughout generations and share a common future defined by success. www.lfa.ch
Finance Monthly Women in Finance Awards 2023 Switzerland
Finance Monthly Women in Finance Awards 2023 United Kingdom 24 www.finance-monthly.com About Virgin Money Virgin Money is a full-service digital bank with a heritage stretching back over 180 years. A proud member of the Virgin Group, we are driven by our purpose to ‘Make you happier about money’. We bring the best of the Virgin brand to make banking better. We’re putting the full power of our experience behind disruptive ideas that reinvent the role a bank plays in people’s lives. We are people with purpose, and we thrive on positive change. We have revolutionised how we operate, providing rockstar customer experiences by getting the basics right, keeping it simple and being a force for good. We offer market-leading products and services to meet the full range of our 6.6m customers’ retail and business banking needs via our leading technology platform, telephone banking and a national network of innovative stores and business banking centres. Here at Virgin Money we welcome the curious, the purposeful, the ambitious. Our employees relentlessly spark new ideas and challenge the status quo. They put customers first, and work together to provide truly memorable experiences which can change the way people feel about money. Satisfying customer needs is critical to every business. For us, this means providing high- quality financial advice, alongside relevant products and services. By listening to our customers, we can truly meet their needs and understand their concerns. Chief Operating Officer Virgin Money PLC Retail Banking Leader of the Year Wilkinson Sarah About Sarah Wilkinson Sarah joined Virgin Money in January 2023 as Chief Operating Officer, responsible for digital, innovation, and customer experience. Sarah joined the business from Thomson Reuters, where she was Chief Information Officer. Prior to Thomson Reuters, she held roles as Chief Executive Officer of NHS Digital and Chief Information Officer at the Home Office. Sarah holds a number of non-executive positions which further broadens the perspective she brings to Virgin Money. In her earlier career Sarah spent 23 years in Financial Services, during which she held CIO roles at Credit Suisse, UBS, Deutsche Bank and Lehman Brothers. Sarah was voted No 1 in the UK Tech50 for 2021, Computer Weekly’s annual ranking of the Top 50 Most Influential Leaders in the UK Tech Industry. “We are warm, honest and authentic.”
Finance Monthly Women in Finance Awards 2023 United Kingdom 25 www.finance-monthly.com With a strong strategy to be a digital first bank, our team continues to make positive changes every day for our customers, embedding our values in everything that we do. Our Values are forward looking, innovative and disruptive – and importantly, they show exactly how committed we are to becoming customer obsessed, emphasising that every interaction should start and end with the customer experience in mind. Each of our values are brought to life by supporting behaviours that set out how we work and interact with each other every day and which result in our fun, evolving, values led culture. uk.virginmoney.com “We care and aspire to deliver the best for our customers.”
Finance Monthly Women in Finance Awards 2023 Brazil 26 www.finance-monthly.com CEO & Head of Financial Institutions, Latin America Standard Chartered Banking Leader of the Year Cruz Germana About Germana Cruz Germana Cruz joined Standard Chartered in August 2003 as Head of Financial Institutions in Brazil. In November 2015 Germana started managing the Financial Institutions businesses in Latin America (Latam) and since January 2020 she has been the CEO and Head of Financial Institutions, Latam responsible for Standard Chartered’s franchises in Argentina, Brazil and Colombia. Her extensive career has spanned international banking roles in financial institutions over the past 25 years where she held several positions including product specialist, relationship manager of foreign and domestic banks, and roles in the back office. www.sc.com/br-en/ “Helping businesses and people prosper.”
Finance Monthly Women in Finance Awards 2023 Brazil 27 www.finance-monthly.com We know that above all, you need reliability. That’s why our commitment to service excellence – to ensure efficiency and accuracy for your daily cash, trade and working capital operations – is unwavering. But we also know that you increasingly need access to digitally-enabled solutions and data to power decisions and drive profitability. On top of this, you’re ever-more mindful of the world around you, seeking banking support that helps balance these goals with one of being more sustainable. We commit to being that support. Financial markets Emerging and frontier financial markets across Asia, Africa and the Middle East present huge reward potential. And over the past 10 years, access has improved, with more foreign participation than ever before. Still, many markets and currencies remain restricted, and as home to nine-tenths of the world’s population, their potential is only set to rise. Plus given other regional dynamics – urbanisation, rising purchasing power, and expanding technological possibilities – the value of investing here is clear. Having been on the ground in these markets for decades, we can guide you through the local nuances. But beyond this, we can be your local advocate. By working with governments, regulators and clearing systems, we pioneer new opportunities for you. These markets are also home to the greatest ESG opportunities, as sustainable capital here will have the greatest impact. We take our responsibility to channeling such capital seriously – embedding sustainability targets into our solutions. Plus, we’re finding innovative ways to support organisations’ transitions to net zero. About Standard Chartered We are a leading international banking group, with a presence in 52 of the world’s most dynamic markets and serving clients in a further 64. Our purpose is to drive commerce and prosperity through our unique diversity, and our heritage and values are expressed in our brand promise, here for good. We’re listed on the London and Hong Kong Stock Exchanges. Standard Chartered in Brazil Standard Chartered has had a presence in Brazil since the 1970s. In 2019, we converted to a representative office in Sao Paulo. All products and services are carried out by our principal financial institution abroad. Our Brazil office enables us to better serve our Americas and Europe client base by facilitating trade and investment flows between the Americas, Asia, Africa, and the Middle East. Our Corporate & Institutional banking strategy is focused on financial institutions, multinationals and select Latin American corporates with links to the Standard Chartered global network. We support our client base through Trade Finance, Cash Management, Corporate Finance, DCM and other products that we offer offshore. Our representative office in São Paulo offers a broad range of offshore products for local financial institutions and corporations looking to do business across our international network. Transaction banking Our banking heritage spans more than 170 years. And throughout the decades, we’ve combined the stability of an international bank with the close market proximity of a local one. This means we can shape solutions to meet the needs of both your global headquarters and local offices.
Finance Monthly Women in Finance Awards 2023 USA
Finance Monthly Women in Finance Awards 2023 USA 29 www.finance-monthly.com Principal Financial Services We were founded in 1879 as an insurance company. Today, we’re a member of the FORTUNE 500® and a global investment management leader. We’re bound by one common purpose: to give you the financial tools, resources and information you need to live your best life. Whether you’re a business, an institutional investor, or an individual preparing for the future, we can help you reach your goals through our best in class retirement services, insurance solutions, and asset management services. Our offerings are based on experience—not quick wins or fads. Because we know that integrity, honesty, and comprehensive expertise are the right way to go—and the surest path to helping you reach your long-term financial stability goals. At Principal, it’s not about where we’ve been—it’s about where we’re headed. In an expanding era of personal responsibility, we continue our focus on proven performance and innovation with a strategically diverse mix of businesses, industry-leading technology, and a disciplined approach to entering global emerging markets that need the long-term savings solutions we provide. A measured approach to growth A growing global middle class. Increasingly fiscally constrained governments. The approaching retirement age of U.S. Baby Boomers—and the need for greater asset accumulation among Echo Boomers. The era of personal responsibility has arrived, and we find ourselves facing an unprecedented demand for long-term savings solutions. Executive Vice President and Chief Financial Officer Principal Financial Services Asset Management Leader of the Year Strable Deanna About Deanna Strable Deanna Strable is executive vice president and chief financial officer with Principal Financial Group®. Strable joined the company in 1990 as an actuarial assistant. She held various actuarial and management roles within Principal®, specifically in the insurance business, from 1995 through 2016. Strable was promoted to president of U.S. Insurance Solutions in 2015 and executive vice president in 2016. Strable’s current position was effective February 2017. In addition to her role within Principal®, Strable is a member of the Board of Directors for Simpson College and Elevance Health, Inc. She also serves on United Way Worldwide Board of Trustees after holding various positions for the United Way of Central Iowa. Previously, Strable served as chair of the Board of Directors for LIMRA LOMA Global (LL Global, Inc.). A native of Iowa, Strable received her bachelor’s degree from Northwestern University in Evanston, Illinois. She is a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries. www.principal.com
Europe
Finance Monthly Women in Finance Awards 2023 Germany 32 www.finance-monthly.com About DEG For 60 years DEG has been a reliable partner to private-sector companies and financial service providers operating in developing markets. After all, the private sector is an important driver of development. Our customers are mainly based in developing and emerging-market countries as well as in Germany and other industrialised nations. DEG has around 650 employees, who are investing a great deal of commitment and expertise. They work in Cologne and in one of DEG’s other 18 locations around the globe. Since 2001 we have been a subsidiary of KfW. We reach private enterprises in developing countries in two ways: One way is to finance them directly with loans and equity investments. The other is to invest in local banks and financiers, which in turn supply mainly small and medium-sized enterprises (SMEs) on the ground with financing. We provide them with financing on market terms from our own funds. We provide our customers with capital to enable them to grow and progress sustainably - capital that is often difficult to obtain, particularly in developing countries. And we offer much more than financing: We give targeted advice to the companies we co-finance as they plan and implement their investments. After all, expertise and experienced partners are key to successful investments in challenging markets. We shape transformation We are experiencing dynamic change in all regions of the world. It particularly includes climate change, the consequences of which impact developing countries most of all. Factors such as digitisation are acting as further catalysts of transformation. We aim to provide specific support to comManaging Director DEG Financial Services Leader of the Year Beck Monika About Monika Beck Monika Beck has been a member of the Management Board of DEG - Deutsche Investitions- und Entwicklungsgesellschaft mbH, since July 2018. A graduate economist, she was at the helm of KfW’s Compliance department since 2015. From 2004 to 2015, she held various management positions at KfW Development Bank. Monika Beck joined KfW in 2001. Having studied economics in Stirling and Cologne, she initially worked for three years as a product manager at L’Oréal and, between 1992 and 2001, was a project manager at the ProCredit Group in Latin America, which specialises in SME financing. Divisional responsibilities: • Industries & Services, Private Equity and Venture Capital • Infrastructure & Energy • Banking and German Business www.deginvest.de
Finance Monthly Women in Finance Awards 2023 Germany 33 www.finance-monthly.com panies that are focussing on the opportunities associated with transformation. We have set ourselves the goal of jointly developing and structuring business-oriented solutions for sustainable and economically viable transformation together with our customers. To do so, we will also continue to expand DEG’s advisory services. In this way we want to make an even more effective contribution to achieving the Sustainable Development Goals (SDG) and carbon neutrality. This is because, as a development finance institution, local impact is decisive: We promote investments by companies that create skilled jobs and local income, and which deliver added value and enhance the infrastructure on the ground. While also being committed to making responsible use of natural resources. This includes imposing a contractual requirement on the companies that we finance to comply with international ESG standards, while also actively supporting them in implementing these principles. “We provide our customers with capital to enable them to grow and progress sustainably.”
Finance Monthly Women in Finance Awards 2023 Netherlands 34 www.finance-monthly.com About Triodos Investment Management B.V. Triodos Investment Management is a globally active impact investor, located in Zeist, the Netherlands, and a whollyowned subsidiary of Triodos Bank. We see impact investing as a driving force in the transition to a more inclusive and sustainable world. The true purpose of investing is to serve the real needs of society We believe how we invest defines the world we want to live in, recognising the instrumental role and creative power of capital when used consciously. As a financial institution, we use money as a driving force towards a society that is humane, ecologically balanced and works for the benefit of all. For more than 30 years, we have offered impact investment solutions that connect investors who want to make money work for positive change with innovative entrepreneurs and sustainable businesses doing just that. How we make a difference We are radical in our desire to make impact the standard in investing. As a pure-play and globally active impact investor we offer Article 9 funds and investment strategies across all asset classes serving a client base of professional investors. About Hadewych Kuiper Hadewych Kuiper is Managing Director of Triodos Investment Management B.V. since February 2022. Within the Management Board, she is responsible for Triodos Investment Management’s investment activities. In 2013 she joined Triodos Investment Management as Commercial Director. Prior to that she worked at Triodos Bank, since 2008, leading the bank’s International Marketing & Corporate Communications department. Before joining Triodos Bank, she worked as a market strategy consultant in the financial services industry, telecom and media for more than ten years. Hadewych is a board member of the Dutch Advisory Board on impact investing since 2020. Managing Director Triodos Investment Management B.V. Impact Investing Adviser of the Year Kuiper Hadewych www.triodos-im.com
Finance Monthly Women in Finance Awards 2023 Spain 35 www.finance-monthly.com About Eva Rubio Eva Rubio is Managing Director and Head of Global Transaction Banking at BBVA. She has been working in different positions within CIB. She was developing fixed income and interest rates models for 3 years. Later, she was leading the Equity Research Analysts team covering European Banks and Insurance companies for 10 years. From 2006 to 2012 she was leading the Global Markets Strategy and Business development team. From 2011 to 2019 she was leading CIB Finance, Global Planning and Talent and Culture department. She holds a MSc in Economics and Finance from CEMFI (Center of Monetary and Financial Studies, Bank of Spain) and BA in Economics at the University of Zaragoza. About BBVA CIB BBVA CIB encompasses investment banking, market activities, loans and transactional services for international corporate clients and institutional investors. A robust global franchise services clients in 24 countries around the world, with an extensive network of financial experts, investment-banking specialists and advisers in specific industries and sectors. Clients can access a wide range of value-added products and solutions to cover everything from the simplest to the most complex requirements, while enjoying support in project management in order to reach local and international business goals, and transform for a more digital, sustainable future. BBVA CIB solutions Our expertise in the wholesale banking space is local, international, digital and sustainable. We welcome our clients to work with us to implement their vision, no matter how big or small. Head of Global Transaction Banking BBVA CIB Banking Leader of the Year Rubio Eva www.bbvacib.com
Finance Monthly Women in Finance Awards 2023 United Kingdom 37 www.finance-monthly.com About Recognise Bank Recognise Bank was founded in 2017 by experienced business owners who recognised the disconnect between traditional business banking and the needs of modern SMEs. We were frustrated with the lack of understanding, certainty and flexibility offered within the industry. In short, we believed that we could build a better bank. And so, we did. We received our banking licence in 2021 and quickly grew our community of loyal business customers, with the help of our dedicated, diverse and expert team. Recognising our customers is at the heart of what we do. We offer a range of flexible lending products and secure FSCS protected savings accounts with competitive interest rates. Our vision is to be the leading bank for UK SMEs, powering their success through innovative products, cutting-edge technology and trusted relationships. We work with businesses, not against them. And we aim to be as flexible as possible with all of our offerings and services, no matter what your business needs. It’s why our customers, brokers and partners love working with us. Our people are one of the main reasons our partners, brokers and customers tell us they love us. We missed the days of strong, long lasting relationships between banks and their business customers. And so, we decided to bring them back. Our dedicated relationship managers are central to our business and always on hand to help. We use innovative technology and agile working methodologies to bring our customers new products and services at speed. With no need to travel to a branch, or fill out mountains of paperwork, opening an account or applying for a loan is a quick and simple process. About Jean Murphy Jean has over 25 years of banking and capital markets experience at leading global institutions. She’s an investor, entrepreneur, and founder of a successful wealth management business. She previously held senior roles at several international banks, including Director of Private Banking at Morgan Stanley and Executive Director of Goldman Sachs Wealth Management Division. Jean serves on the boards of Barts Charity and the Old Vic Endowment Trust. CEO Recognise Bank Business Loans Adviser of the Year www.recognisebank.co.uk Murphy Jean
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Finance Monthly Women in Finance Awards 2023 Canada 40 www.finance-monthly.com About Marsh Canada Limited Marsh McLennan is a trusted advisor to clients around the world. A professional services firm like no other, we are the leading global experts in risk, strategy, and people. We help clients prosper amid changing times and technologies, from the Industrial Revolution to the digital age. Marsh is the world’s leading insurance broker and risk advisor. We protect and promote possibility – helping our clients dream bigger, reach further, and plan for the opportunities ahead. For over 150 years, clients have trusted Marsh to advise them during the most trying and celebratory times, helping them achieve success by becoming more resilient and attaining the possible. With new risks and opportunities constantly emerging, we help you navigate the changing risk landscape, realize your ambitious goals, and make your future more secure. President and CEO Marsh Canada Limited Risk Management Adviser of the Year Robson Sarah About Sarah Robson Sarah was appointed as the President & CEO of Marsh Canada Limited, effective June 1, 2018. Marsh Canada has 13 offices across Canada, and over 1000 colleagues. Prior to her current role, Sarah was based in NY and managed the overall Marsh relationship with AIG on a global basis. Sarah managed relationships across AIG at the senior executive level and worked to find appropriate solutions for Marsh’s clients’ continuously changing needs. Sarah has deep experience in Financial Lines & Specialties having led the Specialty Practices in Canada, acted as NY Metro Practice Leader for FINPRO (the Financial & Professional Services division), and established the FINPRO Practice in Canada. A passionate student of governance & Directors & Officers Liability issues, Sarah is a graduate of the Directors’ Education Program at the Rotman School of Management, sponsored by the Institute of Corporate Directors, at the University of Toronto. She designed and facilitated the module on D&O Insurance & Indemnification at Rotman for 9 years. Sarah has been in the insurance industry for over 30 years and has experience as both a broker and an underwriter. In addition to her 25 years of experience at Marsh in both Canada and the US, Sarah held senior positions with Liberty International Underwriters, where she had the overall underwriting responsibility for Specialty Casualty product lines in Canada, Europe, and Asia Pacific. Sarah started in the insurance industry as an underwriting trainee at Chubb. “At Marsh our competitive advantage is our people.”
Finance Monthly Women in Finance Awards 2023 Canada 41 www.finance-monthly.com risk trends. And we work together with you on placement, mitigating risk, and optimizing your risk spend. At Marsh our competitive advantage is our people. Our colleagues make Marsh thrive. We are committed to providing an environment where colleagues can continually grow, so we can continue to drive change and innovation across the industry. We help our clients and colleagues grow — and our communities thrive — by protecting and promoting Possibility. We seek better ways to manage risk and define more effective paths to the right outcome. We go beyond risk to rewards for our clients, our company, our colleagues, and the communities in which we serve. With offices in more than 130 countries, Marsh is the world’s leading insurance broker and risk advisor. We provide industry-focused brokerage, consulting, and claims advocacy services, leveraging data, technology, and analytics to help reduce our clients’ total cost of risk. With over 45,000 colleagues worldwide, we provide our commercial and individual clients with insights, advice, and support in the local markets in which they operate or where their business may face risks. We help you understand coverage nuances, regulatory developments, and www.marsh.com
Finance Monthly Women in Finance Awards 2023 Canada 43 www.finance-monthly.com Christine Van Cauwenberghe Before joining IG Wealth Management more than 20 years ago, Christine Van Cauwenberghe practiced tax law at a large firm in Winnipeg. While there, she encountered many families that could have avoided both personally and financially costly outcomes had they “received the right advice at the right time.” Knowing there had to be a better way to deliver proactive and comprehensive advice, she saw she could make a meaningful difference at IG. Today, Christine leads a diverse team of tax, estate, and financial planning experts, who support IG Advisors and help high-net-worth clients put the futures they envision into motion. The drive to find a better way has always inspired Christine to push beyond the limits. When she saw a void in how financial advisors were instructed to address the unique needs of their clients, she authored Wealth Planning Strategies for Canadians, an annual publication by Thomson Carswell that takes a clientfirst approach to how complex problems are solved. Christine’s multidisciplinary experience has given her a deep understanding of what financial advisors and her team need to succeed. About IG Wealth Management With IG’s Private Wealth Planning Experience even the most complex situations become more clear, so you can aim to maximize the impact of your wealth today, and for years to come. Your IG Advisor and collaborative team of tax, estate, insurance and advanced financial planning experts will develop a comprehensive plan tailored to you. As your goals and needs evolve, your team has the insight and experience to help you move forward with efficiency and confidence. Head of Financial Planning IG Wealth Management Wealth Management Adviser of the Year Cauwenberghe Christine Van www.igprivatewealth.com
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