Join Our September Investment Forum

Join Our September Investment Forum

Our monthly online Investment Forum brings together visionary wealth advisers with leading software providers to discuss industry trends, issues, and changes. We regularly feature expert speakers at our sessions to explain innovations in wealth management and answer participant questions. Network with like-minded industry professionals and engage with expert panellists and participate in creating positive change in wealth management from the comfort of your own home.

Our September Forum will be on September 21st, 2021 from 2pm – 3pm through Microsoft Teams.

We will be focusing on Cyber Security & Secure Communications and, in particular, whether firms have changed their methods of data security over the past 18 months.  During the session we will hear from the following expert panellists:

Matthew Smith, Group Head of Cyber Security at St. James’s Place Wealth Management

Tony Challands, Head of IT at Benchmark Capital

About The Author


Adam joins FTRC from Willis Towers Watson where he spent four years as a paraplanner. Prior to this Adam worked at Succession Group, assisting their advisers in delivering product recommendations to the company’s private clients, and Vintage Financial Ltd, a medium sized London-based IFA firm. As a Research Consultant, leading the development of the site (publishers of FTRC) and maintaining the Adviser Software Insight report, Adam brings first hand experience as an administrator and paraplanner working for various firms using multiple systems. Outside of work, Adam enjoys spending time with his wife and baby, watching films and follows Manchester United Football Club.

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