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14 August, 2023
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Visit the U.S. version of this webpage.

Bold leaders thrive through change. 

In our video series, wealth management leaders from the U.K. and U.S. share their perspectives and experiences on how to approach, implement and manage both the infrastructure and cultural side of change with an eye on the future.

Our contributors include: 

  1. Kristen Bauer, CEO, Laird Norton Wealth Management, on what makes a successful leader during times of change.
  2. Kevin Chorniak, Senior Managing Director, Bankers Trust and Chief Operating Officer, BTC Capital Management, on how you prepare for change and ensure alignment across an organisation. 
  3. Tony Hanlon, Chief Operating Officer, WH Ireland Wealth Management, on the five things to measure post-transaction.
  4. Justina Lai, Chief Impact Officer, Laird Norton Wealth Management and Wetherby Asset Management, on how to integrate culture and technology. 

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The material on this webpage is provided for informational purposes only. This information is issued and approved by SEI Investments (Europe) Ltd (“SIEL”) 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR. 

SIEL is authorised and regulated by the Financial Conduct Authority in the United Kingdom. While considerable care has been taken to ensure the information contained within this webpage is accurate and up-to-date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information. 

The views and opinions expressed by external speakers and SIEL on this webpage are subject to change. They should not be construed as investment advice.