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Merging Success: Bold Leaders

September 20, 2022
clock 1 MIN READ

Visit the U.K. 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 organization.
  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.

 

Colorful ribbons curled up on a gray backgorund
video
March 23, 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?’

White megaphone lying on a yellow background
video
March 23, 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.

Yellow tacks pinning black a black string to a teal background
video
March 23, 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.

A pile of colorful paperclips on a light blue background
video
October 13, 2022

Importance of culture

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

Wooden puzzle with one, central piece pulled out on a light blue background
video
October 11, 2022

Preparing for change

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

Stones balanced on top of one another against a pink background
video
October 10, 2022

Considerations post-M&A

Tony Hanlon, Chief Operating Officer of WH Ireland, on the five things to consider post merger or acquisition transaction.

Wooden chess pieces arranged in a circle on a white background
video
October 4, 2022

Leading through change

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

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