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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. 
Strategy
video
23 March, 2023

Strategies for change

How do you deliver successful change? Clearly understand the ‘what, why, and how’ of any change project and work across your team to enable transformation.

communication
video
23 March, 2023

Communication is key

Effective communication is critical to successful change. Teams need to be inclusive and have a common understanding of the vision, mission, and values to deliver.

flexibility
video
23 March, 2023

Knowing when to adapt

In all transformation projects, there will come a point where you need to pivot. It is important to balance being agile with having a plan and to constantly be asking ‘What’s next?’

integrating culture in wealth management
video
13 October, 2022

Importance of culture

Justina Lai, Chief Impact Officer of Laird Norton Wealth Management & Wetherby Asset Management, on integrating culture and technology.

Successful change in wealth management
video
11 October, 2022

Preparing for change

Kevin Chorniak, Senior Managing Director, Bankers Trust and Chief Operating Officer, BTC Capital Management, on enabling successful change.

leadership
video
4 October, 2022

Leading through change

Kristen Bauer, Chief Executive Officer of Laird Norton Wealth Management, on what makes a successful leader in times of change.

Important Information

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.