UK CEO and global COO
UBS Investment Bank
Beatriz Martin Jimenez, Global Chief Operating Officer, UBS Investment Bank and UK Chief Executive, UBS AG (London Branch and UBS Limited)
Beatriz has been the Global Chief Operating Officer for UBS Investment Bank since 2015. She also held the position of UK Chief Operating Officer from 2014 until 2018 when she was appointed UK Chief Executive for UBS AG London Branch and UBS Limited. Beatriz joined UBS in 2012 as the Chief of Staff to the CEO of the Investment Bank. Before joining UBS, she held positions at Morgan Stanley covering Solutions Sales and as Head of European Fixed Income Banks Solutions in Europe. Between 2004 and 2009 she was MD and Head of Iberia Fixed Income Sales. She is fluent in Spanish, German and English.
- Beatriz Martin has overseen a number of technology milestones that the investment bank has achieved during the course of 2018, chief among which is its UBS Flow toolchain.
- Other key developments Martín mentions include the firm's relationship with Microsoft Azure and the creation of UBS' Cloud Business Office.
- Martín has three primary objectives: to develop the firm's cloud-native digital solutions on Microsoft Azure; to capitalize on its collaboration with industry peers and fintech partners around smart contracts and communications; and increase the use of container-based technologies
- Cannot think of another woman in the industry who is CEO of a tier-one investment bank. Therefore, by definition, she is unique.
CTO strategy and architecture
Patrick is an executive with over 30 years of experience in banking, advanced technology, architecture and management consulting. Patrick is responsible for the CTO Strategy and Architecture function within Credit Suisse. Before Credit Suisse, Patrick was Groups CTO and Head of Strategy & Planning for the COO division within Australia and New Zealand Banking Group (ANZ). He has worked with many companies across Europe, Asia, Australia and North America, including Bankers Trust, WIT Capital, Rabobank, AXA, IBM and HCL Technologies. Patrick has a Doctorandus degree in Applied Economics, Master in Financial Sciences and a Postgraduate in Artificial Intelligence and Cognitive Sciences. He is an Enterprise Professor at the Engineering School of Melbourne University.
Global head of client digital experience and the operations and sales engineering
Aqil is the Global Head of Client Digital Experience and the Operations and Sales Engineering teams in the Transaction Banking organisation. He is also the EMEA Engineering head responsible for building out Goldman Sachs’ Corporate Cash Management business. Previously, he was the global head of Trade Reporting in Regulatory Operations Technology.
Chief information officer, global banking and markets
Richard leads GBM Technology, a global function of IT professionals delivering sustainable solutions that balance business, cost, risk and regulatory demands, with growth and innovation. His key goal is to support the business aspirations of GBM through all aspects of technology delivery and support.
Richard joined HSBC in 2011 to advise on technology strategy. Richard’s ability to bring together and successfully lead diverse groups to deliver change programmes led to his appointment as CIO in 2015.
Richard has worked in the Wholesale and Investment Banking industry since the 1980's, living through many of the fundamental changes in the industry, including five mergers, Big Bang, Y2K, Euro and the 2007 Credit Crisis. During this time he has held numerous leadership roles at prominent institutions including Baring Brothers, Phillips and Drew, UBS, Bankers Trust, Deutsche Bank, Halifax, ABN and RBS.
Prior to joining HSBC, Richard was Deputy CIO for GBM at RBS where he executed a radical cost reduction programme and implemented a new global operating model. Before that he was CIO for Global Markets and Europe IT at ABN where he steered the IT function through the financial crisis and the largest ever banking merger when it was acquired by RBS.
Head of technology
Hermes Investment Management
Simon joined Hermes in November 2015 to head up the technology team and brings extensive experience of asset management and banking technologies. Simon comes from BlueBay Asset Management, where he grew the technology base from small beginnings to that required for a large sophisticated fixed income house over a 10-year period. Previously, Simon was a Director at Credit Suisse, where he managed a large front office fixed income trading technology team during a nine-year tenure. Simon has a PhD in particle physics from Glasgow University.
Managing director, global product management
Tom is in charge of product strategy for LSEG’s UnaVista post trade regulatory services, including MiFIR ARM and EMIR TR. Tom’s responsibilities include guiding the direction of UnaVista’s solutions and keeping LSEG post trade offerings at the forefront of regulatory, market and technology developments.
Prior to joining LSEG, Tom headed financial services solutions at NexJ, led workforce planning and business intelligence products at Workbrain Inc., and worked in Product Management and Business Development at Siebel Systems. Tom holds an engineering degree from University of Waterloo and an MBA from Queen's School of Business.
Chief information officer C&IS and chief technology officer EMEA
Joerg Guenther has been the Chief Information Officer for Corporate and Institutional Services at Northern Trust since February 2018. He also serves as Chief Technology Officer EMEA, a role he took on in June 2016.
Joerg spent the first nine years of his career as developer, data modeler, project manager and IT manager with Zurich Cantonal Bank where he was promoted to Vice President. During three years in various executive consulting roles, he successfully managed large scale international projects for UBS, Credit Suisse, the Swiss Funds Association, as well as Zurich Financial Services.
In 2001 he moved to New York and joined KPMG Consulting as manager in the financial services division before he took a position with Julius Baer North America as Head of IT and later Chief Information Officer. In his 12-year tenure with Julius Baer (later known as Artio Global) he successfully transformed Information Technology and established close business alignment enabling all investment strategies from Fixed Income (High Yield, High Grade, Hedge Funds) to U.S. and International Equity to grow and diversify the product lineup as well as their distribution channels. Under Joerg’s technology leadership, the company was able to grow assets under management from 2 billion dollars to 75 billion dollars. Joerg played a key part in several mergers and acquisitions as well as the Initial Public Offering preceded by the establishment of the Sarbanes Oxley control framework for the public company.
Joerg joined Northern Trust in 2012, where he was initially responsible for Hedge Funds Services Technology, overseeing the Omnium platform and its related functions. He established a Centre of Excellence organization with a follow-the-sun rotation that entails staff across the globe. In 2014, Global Derivatives Technology was added to Joerg’s responsibilities. Joerg took over the role as Chief Technology Officer EMEA as of June 1, 2016 where he also was responsible for Global Fund Accounting and Transfer Agency Technology. During that time he drove transformation, innovation and business expansion and played a key role in the UBS Fund Administration acquisition as well as the launch of Northern Trust’s new Private Equity Blockchain offering. In February 2018, Joerg was appointed Chief Information Officer for our Corporate and Institutional Services business globally.
Born and raised in Switzerland, Joerg holds a Swiss Federal Certificate in IT Project Management and the equivalent of a Bachelor's Degree in Management Information Systems.
Dr Mariarosaria Taddeo
Oxford University, Alan Turing Institute
Dr Mariarosaria Taddeo is Research Fellow at the Oxford Internet Institute, University of Oxford, where she is the Deputy Director of the Digital Ethics Lab, and is Faculty Fellow at the Alan Turing Institute. Her recent work focuses mainly on the ethical analysis of Artificial Intelligence, cyber security , cyber conflicts, and ethics of digital innovation. Her area of expertise is Philosophy and Ethics of Information, although she has worked on issues concerning Epistemology, Logic, and Philosophy of AI. She has been listed among the top 50 most inspiring Italian women working in AI in 2018. Dr Taddeo has been awarded The Simon Award for Outstanding Research in Computing and Philosophy. She also received the World Technology Award for Ethics acknowledging the originality and her research on the ethics of cyber conflicts, and the social impact of the work that she developed in this area. Since 2016, Taddeo serves as editor-in-chief of Minds & Machines (SpringerNature) and of Philosophical Studies Series (SpringerNature).
Lead AI engineer
RBC Wealth Management
Recognised by the UK Home Office as an outstanding expert in Deep Learning and Artificial Intelligence field, Jiahao was entitled UK's Tier 1 (Exceptional Talent) visa, which allows him to work, study, or build startups freely in the UK after graduation.
In Jiahao's early career, he co-founded UiiTech Ltd., an Artificial Intelligence start-up aiming to reinvent digital marketing industry. He was also the Chief Data Scientist at TypeScore (a FinTech company focusing on credit scoring) before joining Royal Bank of Canada.
Jiahao holds an MSc in Computer Science from the University of Oxford and has a strong foundation in financial mathematics.
Jiahao is now the lead A.I. engineer of RBC WM's innovation lab, and is working on innovative A.I. and DL solutions for RBC Wealth Management's global business lines.
Senior product manager, market data
HSBC SECURITIES SERVICES
Chris joined HSBC Securities Services in 2006 and is the Head of Product Management, Market Data Services. Chris was previously at Threadneedle Investments where he was Head of Investment Information Services. Before then he was a Director at UBS. Chris started work in the city with Laurie, Milbank stockbrokers, in their futures and options operations team, continuing with Chase Manhattan for a further ten years, culminating in three years as head of the equity derivatives middle office. He also headed OTC derivative client valuations at Bankers Trust. Chris is a member of the Chartered Institute for Securities & Investment
Dr Tony Chau
Executive director, lead architect - IB CTO
UBS Investment Bank
Tony is Executive Director and Lead Architect in the CTO Office at UBS, where he drives technology strategy in multiple areas important to UBS's trading and investment banking businesses across different asset classes globally. For the past 2 years, Tony was the Chief Architect to all UBS Investment Bank regulatory programs (MIFID 2, Brexit, FMIA etc.) having design a number of new cross asset applications/components for these programs.
Prior to UBS, Tony spent 12 years with J P Morgan and was their Global Chief Architect for Credit, Rates and Global Emerging Market; Chief Business Technologist for EMEA Credit Markets and Chief Business Technologist for JPMorgan Equities EMEA. Tony also spent 2 years with NEON (New Era of Networks) as their European CTO and before that was Head of Equity Trading Group IT at Nomura International plc..
Tony received his Ph.D. in Information Engineering at City, University of London and a B.Sc. from University College London. He is a Fellow of the British Computer Society and a Chartered Engineer.
Head of innovation and fintech alliances
Charlotte is the Head of Innovation and Fintech Alliances at Schroders, where she is globally responsible for the approach to innovation both in terms of building capabilities within the organisation, and also externally, looking to identify and work with startups relevant to Schroders' business priorities.
Since joining in September last year she has established a number of initiatives including Cobalt, Schroders' recently launched Startup In Residence programme.
Charlotte worked with companies across Financial Services in her previous role at a boutique consultancy firm, on a range of projects to develop their technology strategies, engage with the startup ecosystem and roll out new ways of working across their organisations.
She spent most of 2016 based in Silicon Valley, building a network of Venture Capital firms, accelerators / incubators and startups.
EMEA head of regulatory & market strategy
Head of custody, collateral & clearing
Rob has over 25 years’ experience in the running and acquisition of front-office businesses lines and in the commercialisation of global core operations of Investment banks, broker dealers and investor service business lines, including Bank of America, Cantor Fitzgerald/BGC, Citi and Deutsche Bank.
He was instrumental in the creation of the first major European outsourcing investment banking global back office whilst at Accenture (Accenture Post Trade Services). He has written and spoken on many topics surrounding the post-trading landscape and its implications to cost containment, transformation and inclusion of FinTech. He also helps advise clients with respect to regulatory understanding and compliance.
Rob currently sits on the Board of the AFME Post Trade division, is the Strategic advisor to the CEO of ISITC Europe and Deutsche Borse (Eurex) FICC Board Advisory Committee
Chief data officer
Naomi Clarke has over 30 years experience in the financial sector, and has worked with executive boards and the senior management of many well-known names, including buy and sell-side organisations, asset servicers, insurers, a data vendor and a pension fund. She specialises in business and data strategy and designing and enhancing operating models, with particular emphasis on data, operational risk, governance and process redesign. Naomi has also established central data functions and has recently been acting as interim Head of Data (CDO) for an investment manager. She holds an MA from the University of Oxford.
Global programme director, cloud centre of excellence responsible for security, risk and compliance
Angela is the Global Head of Anti Financial Crime (AFC) Analytics Technology at Deutsche Bank. She is responsible for delivering data and analytics tools to enable improved anti-financial crime tasks and processes in alignment with the banks AFC strategy and regulatory requirements.
Before joining Deutsche Bank, Angela worked as a Senior Manager at EY across APAC and EMEIA within the Financial Services Organisation focusing on Corporate Banking and Capital Markets transformation and advisory programmes. Angela started her career at IBM in Australia working as a developer, tester, designer and then business analyst and project manager.
Angela has an honours degree in Mechanical Engineering (Mechatronics / Robotics) and Computer Science from the University of Melbourne, Australia.
Chief digital architect
LEGAL AND GENERAL
Igor Lobanov is the Head of Systems Architecture at Legal & General Investment Management, one of Europe's largest institutional asset managers with more than £900bn of assets under management. He is responsible for defining technology strategy and leading strategic technology innovation initiatives in the organisation. Igor has been taking an active role in the industry over the past years. Igor has 15 years of experience working in enterprise IT predominantly for financial services industry both in the UK and Russia, with background in developing high-throughput transaction processing systems.
Dr. Christine Chow
Hermes Investment Management
Dr Christine Chow has 22 years of experience in investment management, research and consulting. Christine’s PhD thesis on shareholder engagement for responsible investment was short-listed for a United Nations award in Sweden for industry relevance and academic excellence.
Her interest in the social impact of artificial intelligence (AI) and data governance stems from insights gained engaging with large technology and financial services firms from an investors’ perspective. Over the last 24 months, more evidence has been gathered and reported on how political and religious views can be influenced through targeted advertising. Computer algorithms that learn rely on massive input data to generate unbiased outcomes. She is concerned about data biases, accountability and explicability related to the use of AI. Whilst she acknowledged positive impact that could be generated from AI applications, she believes that investors should play a role in the responsible use of AI and data governance through stewardship. As a member of the APPG AI Data Governance Taskforce, she will leverage her industry knowledge and contribute to strengthening data governance through multi-stakeholder efforts.
Christine is an elected member of the Court at the London School of Economics (LSE) and a member of the School’s Investment Sub-Committee (since 2016). She was an adjunct finance professor at the Hong Kong University of Science and Technology (2014 – 2016), a visiting scholar at the University of St Andrews in Scotland (2012 – 2013) and a member of the Greater China Committee of the Hong Kong Retirement Funds Association (2014-2016). Christine is a graduate of the London School of Economics and the University of Melbourne. She completed an executive education course on financial engineering at Stanford University.
Head of technology and cyber risk analytics
Adri Purkayastha is currently Head of Technology and Cyber Risk Analytics at BNP Paribas Group. He is responsible for strategy, development and roll-out of analytic solutions to support group’s ICT Risk Management Platform in areas such as Cyber, Digital, Technology and Fraud.
In Deloitte Risk Advisory, Adri led strategy development, R&D of AI and analytics solutions and partnerships in areas such as Credit Risk, Market Abuse, Cyber Risk. As product owner of the firm’s Anomaly Detection platform, he led engineering, data science, strategic R&D, sales and partnership with sector leads globally.
In Digital transformation, he led efforts in AI & analytics, data engineering for cloud native, multi-million-pound digital banking and lending proposition entirely developed in Google Cloud. Earlier, he worked as a Forensic Data Analytics consultant for FIDS, EY. Before EY, he worked in Digital Analytics Consulting for Pitney Bowes and in IoT analytics for Display Data.
In the past, he founded companies in Consumer Internet, EdTech, renewable energy and Nanotechnology space.
Investment data scientist
Investec Asset Management
Nico is an investment data scientist in the Global Emerging Market Debt team at Investec Asset Management. He focuses on alpha generation and improving the investment process using data and analytics. He is responsible for the team’s suite of alpha signalling models.
Before joining the firm, Nico was a senior investment analyst for hedge fund 36ONE Asset Management. Prior to this he worked as an associate portfolio manager at a private investment office, Capital Generation Partners. His research in the fields of alternative data and artificial intelligence has been published and presented at international academic conferences.
Nico holds an MSc in Computer Science with distinction from Imperial College London, a Masters in Finance from the University of Cambridge, where he received the Director’s Prize as the top-ranked student, and an MComm in Actuarial Science from the University of Stellenbosch. He is a Fellow of the Institute of Actuaries (FIA) and a CFA Charterholder.
National blockchain expert panel member
National Standards of Ireland
Anil Nayak is a Blockchain Advisor with over 12 years of experience in Treasury implementation/transformation projects. He is Council member for Blockchain, Cloud, IoT and Artificial Intelligence at various industry groups. His professional activities includes Consulting CIO’s on Digital Strategy, Architecture & Delivery Roadmap. He loves to teach and is an invited guest lecturer at International Universities (covering Emerging Technologies).He works with start-up’s to create partnership with established Technologies company/Ventures, contributes as expert member of NSAI (National Standards Authority of Ireland) on ISO TC 307. His research focuses on Blockchain’s application for social benefits and providing value to end users.
Sidhartha is a Research Director at Chartis with over 20 years of experience in the financial, energy, and commodities markets in various functions across the trade life-cycle (risk management, trading, and product structuring) and software development life-cycle (risk, analytics, and trading). Sidhartha has held various roles in product development, trading, risk management, software development, and consulting in banks, hedge funds, and risk advisory and software firms, including Standard Chartered Bank, TCG Group, HCL, and Cognizant.
His specific areas of interest and research include risk data, model risk management, quantitative models in illiquid markets, high performance analytics, energy and commodity trading risk, market structure design, new computational models, and the use of innovative mathematical methods in various emerging areas of risk management.
Sidhartha holds an MBA from the Indian Institute of Management and is a qualified Chartered Alternative Investment Analyst CAIA , Financial Risk Manager (FRM) and Energy Risk Professional (ERP) member of GARP.
Head of operational strategy
Dr Richard Bateson
Bateson Asset Management
Dr. Richard Bateson is Director of Bateson Asset Management (‘BAM'), an FCA regulated investment management company specialising in quantitative strategies and employing the latest Machine Learning technologies across multiple global markets and asset classes.
Prior to founding BAM, Richard worked at $80bn Man Group plc one of the world largest hedge funds and was Head of Dimension, AHL's multi-strategy systematic fund, including the award winning Evolution fund.
During this time, Richard was an associate of the Oxford-Man Institute, Oxford University and a Research Committee member and pioneered research projects into AI driven investment strategies. He was also Senior Quantitative Research Strategist for all discretionary macro, fixed income and emerging market funds at GLG Partners.
Other key roles Richard has held include CEO of MGIM, a quantitative corporate event-driven and relative value hedge fund manager, and Managing Director at Royal Bank of Canada.
Richard is a former CERN physicist and has a first class degree and a doctorate from Cambridge University. He is the author of Financial Derivative Investments" (WSP 2011) and has also written many physics papers.
Head of data science
Jupiter Asset Management
Chief innovation officer
Andreas Burner, Chief Innovation Officer of SmartStream Technologies; has been with SmartStream since 1997 and has over 20 years of experience in building financial service solutions for leading international banks. He is the head of the SmartStream Innovation Lab with a mission to establish a culture of innovation within SmartStream. Andreas works closely with all teams to identify, prototype, and deliver new technologies to the SmartStream product range. His team of researchers are working on blockchain and artificial intelligence technology.
In parallel, Andreas pursued an international academic career and contributed to the field of machine learning in the medical domain with AI technology that assist in the diagnoses of diseases.
Andreas holds a MSc in Computer Science with a specialisation in Artificial Intelligence from the University of Technology, Vienna, and a MA in Mediation and Coaching from ARGE Educational Management, Vienna.
Chief technology officer
Martin Toyer joined Numerix in January of 2017 as Chief Technology Officer. He has dedicated his career to developing technology solutions and risk tools for the financial industry. Prior to joining Numerix, Martin was the founder and CTO of TFG Financial Systems, which provided institutional quality platforms for cross-asset portfolio and real time risk management to hedge funds, asset managers, and banks. Previously, Martin was a manager of a team of developers at a tier 1 investment bank, where he was responsible for real time pricing of European bonds and interest rate swaps, in addition to developing the risk analytics and systems used within the bank’s global risk management architecture. He holds a Mathematics degree from Brasenose College, Oxford University.
OTC derivitives market expert
Robert Gray is an OTC derivatives market expert at Numerix and a long time industry veteran in the space. His career began in LIFFE trading for ten years in Futures and Options for Lehman, SGF (now ICAP) and Tullett and Tokyo plus a brief stint on the IPE trading Brent Crude Oil. Following the end of Pit Trading, Mr. Gray began a sales career with roles at Standard and Poor’s and SuperDerivatives, Saxo Bank and CMC Markets across EMEA. A 3 year break as the Chef and Proprietor at The Butchers Arms in Great Dunmow was followed by a return to FinTech spearheading an OTC Derivatives Pricing and RFQ solution for a traditionally Back Office focused software company. He is currently a sales manager for the EMEA territory with Numerix.
Principal solution consultant, data and analytics, finance practice
Alexey Utkin joined DataArt as Systems Architect and Team Leader in 2004, and has been in charge of leading major finance enterprise accounts since. With over 15 years in the IT industry, and most of them spent in the financial services sector, Alexey brings a wealth of industry and technology expertise to DataArt Finance Practice. With a dedicated focus on data management and analytics solutions, innovative technology, regulation and process consulting, he now leads DataArt’s most seasoned industry practice from its London’s office.
A sought-after speaker and media contributor, Alexey regularly attends key industry events and is often quoted in the press. He holds a MS in Applied Mathematics from St. Petersburg State University (Russia), with a specialization in Computer Science.
Alexey is a regular media commentator on banking digitalisation and financial technology issues and has been quoted in The Financial Times, Spears, IDG Connect, BobsGuide, ITV News, The Guardian, Waters Technology and numerous other news outlets.
Data portfolio manager & advanced analytics CIB banking
Victor joined BBVA in 2006 and from then has been always involved in deploying IT solutions at the service of capital markets business.
Recently, from 2015, he has been working in the definition of the digital strategy and innovation within CIB business. Currently, he is focused on transforming CIB into a Data-Driven business unit by building analytical capabilities and driving the cultural change.
Pollen Street Capital
Gilad G. Amir is an EIR at Pollen Street Capital, a Board member at Miris AS and aSteering Committee member of FinTECHTalents. Prior to joining Pollen Street Capital Gilad was the Head of Fintech of Lloyds Banking Group. Prior to Llloyds, Gilad worked in a variety of roles as a founder, CEO, Board member and advisory board member in multiple fintechs including EZBOB, Satago, Paze and others, more specifically around alternative lending platforms, credit decisioning systems, BFM and security tokens design. Gilad was also the turnaround CFO of Insightix (acquired by McAfee) and had been doing M&A and audit for Ernst & Young.
CEO and co-founder of financial technology company ChartIQ, Dan Schleifer has spent his career building and taking to market enterprise software solutions in the information security, sales enablement, and fintech markets. With a huge passion for data visualization, Dan co-founded ChartIQ in 2012 with the goal to bring modern technologies to capital markets.
Digital product development, office of architecture
In his 10 years of experience before starting VTFinTech, Vishnu played a critical role of enabling technology to solve risk and regulatory needs of some of the biggest investment managers in Europe, with Aberdeen Standard Investment being the last. This included working on desktop based applications as well as cloud, and enterprise as well as SaaS applications. He is an advocate of stronger cross-application communication and integration
Head of business development, sell side solutions market technology
Carl Slesser serves as Head of Business Development for the sell side sector for the Market Technology business. In this capacity, Carl is responsible for building out the Market Technology business focused on the sell side community.
Carl joined the Nasdaq in 2012 to as CTO/COO for NLX Market. NLX was the Nasdaq’s entry in to the European interest rate future and options market. Responsibilities included the build and running of the technical platform and day to day operations for the NLX business. In 2016, He took over as CEO of the NLX market.
Prior to joining Nasdaq Carl worked within the NYSE group where he headed up the software engineering function which was responsible for delivering product and services to market infrastructure operators and the sell-side community globally.
In 2017, Carl joined Market Technology to serve as Head of Business Development. He is currently based in London, England.
Head of UI architecture – UBS neo
UBS Investment Bank
Dominic joined UBS in 2012 and is now a Distinguished Engineer and the Head of UI Architecture for UBS Neo – the multi-award winning, cross-asset trading platform. Passionate about front-end technologies and the user experience, he has spent the past 20 years building web, desktop & mobile applications within the banking, gambling & media industries.