PRESENTATIONS
Please find below the synopsis for each presentation and also the biographies of the speakers. Note that companies are listed in alphabetical order.
Presentation slides will also be available to be downloaded below after the Conference has taken place.
Florent Guy-Ducrot
Head of Sales
Alquity Group
Charlotte Sargent
Consultant Client Portfolio Manager
WCM Investment Management
Alquity Group
Finding Alpha where others aren’t looking
While investors crowd into mega-cap names chasing familiar returns, compelling opportunities are quietly emerging elsewhere. From under-researched US micro-cap companies generating consistent earnings surprises, to a concentrated portfolio of 30 to 50 exceptional global businesses selected for their durable economic moats and cultural strength – alpha lives beyond the obvious. This session makes the case for thinking differently about where growth comes from, and why active, high-conviction investing remains one of the most powerful tools available to your clients.
Speakers: Florent Guy-Ducrot Head of Sales, Alquity Group
Charlotte Sargent Consultant Client Portfolio Manager, WCM Investment Management
Biographies
Florent joined Alquity in July 2025 as Head of Sales and has almost 25 years of experience in the asset management industry. Before joining Alquity, he held senior sales and distribution roles at ODDO BHF Asset Management, SYZ Asset Management, AXA Life Invest, Barclays and Amundi.
Charlotte joined WCM in 2021, where she is responsible for communicating the firm’s investment philosophy and engaging with investment consultants and institutional clients. She began her investment career in 2016 and previously served as a Client Portfolio Manager at H2O Asset Management. Charlotte holds a BSc in Mathematics and Physics from Durham University.
Jeremy Krausz
CFA, Global Head Funds and Partnerships
IDAD
IDAD
IDAD presents: a history of Smoothed Funds
This is a solution for the challenges facing investors today as much as it has been in previous market cycles and particularly crises. IDAD will present smoothed funds from their origins as life insurance to what we see today. Smoothed funds help to mitigate investor behaviour and minimise performance gaps between investor and fund returns. See how both scale and structure allow retail clients unique access to institutional quality investment solutions. IDAD is bringing a c.£70bn strong smoothed story (available in the UK and select European countries) for the first time to international advisers on a wider range of platforms/life companies.
Speaker: Jeremy Krausz, CFA, Global Head Funds and Partnerships
Biography
Jeremy Krausz is an investment professional with extensive experience across the global financial services industry. He joined IDAD in 2025, where he is responsible for developing and managing relationships across the wealth, discretionary, wholesale, and institutional markets worldwide. Jeremy began his career in institutional asset management within the Canadian banking sector, later moving into an equity product specialist role at a leading Canadian asset manager. Over the past decade, he has increasingly focused on the retail investment space, holding positions at Vitality and, most recently, Pacific Asset Management. In recent years, Jeremy has concentrated on fostering consultative, long-term partnerships with wealth managers around the world, bringing a client-centric approach and deep solution expertise to each relationship.
Paul Nixon
CEO
LGT Wealth Management US
LGT WEALTH MANAGEMENT
Working with US‑connected individuals
This will explore how LGT Wealth Management can partner with financial advisers whose clients have US connections, and the specific considerations this entails by defining what is meant by a US connected individual and why this status is so important from a regulatory, tax, investment and complex cross-border perspective. The presentation sets out LGT Wealth Management’s proposition for financial advisers:
- How LGT works in partnership with advisers to support their US connected clients
- The firm’s experience and capabilities in managing assets for this segment within an appropriate regulatory structure
Speaker: Paul Nixon, CEO LGT Wealth Management US
Biography
Paul is the CEO of LGT Wealth Management US and has been responsible for establishing and building the business since 2012. He is also on the Board of Directors for LGT Wealth Management US. Paul joined LGT in 2008 and following legislative changes in dealing with US clients, he was one of the main proponents in establishing LGT Wealth Management US. Paul is also a Partner at LGT Wealth Management.
Christopher Saunders
Co-Founder and Chartered Investment Manager
New Horizon Asset Management
NEW HORIZON ASSET MANAGEMENT
Insource, outsource… or no source? Rethinking portfolio management for modern advisers
Should advisers outsource to DFMs, build portfolios themselves, or rethink the model entirely? This session explores the real trade-offs between insourcing, outsourcing, and “no source” (DIY), highlighting the hidden costs, risks, and limitations of each. It then introduces a more collaborative approach—where advisers retain control while accessing institutional expertise through managed portfolio solutions. We’ll also challenge the active vs passive debate, showing how blending both can deliver better outcomes. As technology and AI reshape investment management, the winning model will be scalable, repeatable, and deeply personal. This session is about empowering advisers to retain control, enhance client outcomes, and build stronger, more valuable businesses.
Speaker: Christopher Saunders, Co-Founder and Chartered Investment Manager
Biography
Chris Saunders is Co-founder of New Horizon Asset Management, a firm focused on redefining how international financial advisers access and deliver investment solutions. He works with advisers globally to simplify complexity, implement robust investment frameworks, and help them scale with confidence. New Horizon combines tailored portfolio construction, platform-agnostic design, and AI-driven investment methodologies to deliver institutional-quality outcomes in a practical and accessible way. Chris has over 20 years’ experience in investment management and is a Chartered Investment Manager and Chartered Fellow of the CISI.
Kathryn Hannon
Divisional Director & Senior Investment Manager
RBC Brewin Dolphin – Dublin
RBC BREWIN DOLPHIN
Why partner with a DFM?
Scrolling left or right when selecting the most suited investment partners can be a challenge for IFA businesses. Once a formal partnership has been established, how can an intermediary firm lean into their investment partners to support their growth and longevity. During this session, RBC Brewin Dolphin will cover off some of the considerations for advisory firms, advisers and their clients at outset and on an ongoing basis; ensuring scalability is achieved and maintained.
Speaker: Kathryn Hannon – Divisional Director & Senior Investment Manager – RBC Brewin Dolphin – Dublin
Biography
Kathryn is a Divisional Director at RBC Brewin Dolphin with 24+ years’ experience in wealth management. A Certified Financial Planner (CFP®) and Chartered Member of the Securities & Investment Institute, she specialises in building long-term client relationships across Europe through personalised strategy and collaboration with a network of professional advisers. Her qualifications include an MSc in Financial Services (First-Class Honours) from University College Dublin and a Certificate in ESG Investing from the CFA Institute. Kathryn frequently appears as a guest speaker on BBC radio’s “Wake up to Money”, and on both Newstalk and RTE in Ireland. Beyond her professional role, Kathryn serves as a board member for several charities.
Luke Hyde-Smith
Co-Head of Multi-Asset
W1M Asset Management
W1M ASSET MANAGEMENT
How to build portfolio resilience during geopolitical uncertainty
Investors face growing inflation risks at a time when geopolitical tensions continue to create uncertainty. The conflicts in Iran and shifting global alliances are putting pressure on supply chains and energy markets, making the investment landscape more unpredictable.
This presentation looks at how building a resilient portfolio means striking the right balance between growth and protection through diversification and hedging. That can involve allocating to assets that tend to hold up during inflation, such as commodities, real assets, and bonds, while still maintaining exposure to high-quality companies with strong pricing power.
Diversifying across regions and being selective about sectors can also help reduce exposure to localised shocks. Ultimately, combining a thoughtful long-term asset allocation with active risk management can help investors protect their purchasing power while still aiming for solid returns over time.
Speaker: Luke Hyde-Smith, Co-Head of Multi-Asset
Biography
Luke joined the company in February 2017. He is Co-head of Multi-Asset at the firm and is lead manager of the Waverton Real Assets Fund and Waverton Absolute Return Fund. He is also a key team member responsible for managing a range of multi-asset strategies at the firm, including the award winning MPS. Luke has built and developed the collective investment selection process and continues to focus on the selection of alternative investments for the firm. Luke has also worked at New Star Asset Management and SG Private Bank. He has a BA Hons degree from Manchester University and is a CFA charter holder.