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10:55
Welcome and Opening Remarks
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11:00
Opening Keynote: Leading change that sticks: From mandate to mindset in asset management ops
Mandy Rawlinson - Head of UK and EMEA - Aberdeen Investments
As transformation accelerates, operational change must go deeper than systems and processes. This session unpacks how asset managers are tackling the human side of change—from aligning stakeholders to embedding new ways of working. Hear from leaders who’ve navigated complex transformations and learn how they build lasting engagement, overcome resistance, and foster a culture of continuous improvement.
Key Discussion Points:
- Learn how to move from abstract strategy to embedded behavioural change across ops, data, and tech teams
- Tactics for sustaining momentum in environments facing compounding transformation pressures (regulatory, tech, growth)
- Discuss how to engage and equip team leaders to cascade and sustain change effectively
- Explore how to build change frameworks that support governance, but allow agility and adaptation as transformation unfolds
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11:30
Panel Discussion: From legacy to leverage: Modernising ops & tech to drive competitive advantage
Phillip Chapple - Chief Operating Officer - Monterone Partners LLP
- Gain practical insights from transformation journeys focused on replacing legacy infrastructure
- Discuss the tension between short-term cost control and long-term innovation investment
- Explore how COO-CTO collaboration is reshaping business architecture
- Examine cultural and talent shifts needed to support agile, tech-driven operations
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12:00
Panel Discussion: The democratisation of automation: How boutiques are leveraging modern tools to gain a competitive advantage
Chris Taylor - Chief Operations Officer - CG Asset Management Limited
- How are smaller asset managers using low-code/no-code platforms, AI-assisted workflows, and affordable cloud-based tools to automate processes previously reserved for larger firms?
- Identifying which operational bottlenecks to target first, and how boutiques can redeploy freed-up resources towards higher-value, client-facing work
- Strategies for implementing automation that integrates cleanly with existing systems, maintains regulatory compliance, and supports growth without ballooning costs or complexity
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12:25
Presentation: From clean to intelligent: Data quality, governance & AI readiness
Katy Rose - Head of Performance & Data - Amova Asset Management Europe
- Building trust in data pipelines: where firms succeed or fail
- Creating governance frameworks that support both compliance and innovation
- Automating data quality processes for scale, accuracy, and speed
- Preparing operational data for AI, GenAI, and advanced analytics use cases
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12:55
Live Boardroom Session: Breaking silos, building scale: Lessons from growth-focused asset managers
- How do you scale up without adding structural bloat and inefficiencies?
- Success strategies for expanding AUM, jurisdictions, or asset classes
- Building connective tissue between change, ops, tech, and data teams
- Learnings from mergers, strategic hires, and third-party collaborations
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13:40
Closing Remarks & End of conference
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