The investment management sector faces challenging market conditions, changing client expectations, a higher regulatory bar and fast-evolving technology. Our annual conference covers the most pressing issues in the sector, with our experts looking at where the future might take us.

Date: 29 February 2024

Venue: Grant Thornton, 30 Finsbury Square, London, EC2A 1AG


11.45 – 12.30 Registration and lunch

12.30 – 17.00 Panel sessions with refreshment breaks

17:00 Networking and drinks


The agenda

Session 1: Economic outlook and the future of investment management

What are the current challenges facing the sector and what lies ahead?


  • David Young, Associate Director, Financial Services Group, Grant Thornton UK LLP​
  • David Morrey, Partner, Head of Investment Management, Financial Services Group, Grant Thornton UK LLP
Session 2: Technology and data innovation

Discover how AI, LLM, and ChatGPT are impacting investment management.


  • Jamie Crossman-Smith, Managing Director, Digital Transformation, Grant Thornton UK LLP
  • Professor Yonghong Peng, Manchester Metropolitan University
  • Nicholas Larsen, Associate Director, Financial Services Group, Grant Thornton UK LLP 
Session 3: Technical breakout sessions

Breakout 1: Tokenisation​

Exploring the future of tokenisation through the opportunities and challenges. 


  • Mark Heaton, Head of Digital Transformation, Grant Thornton UK LLP ​
  • Chris Jones, Securities Services CIO and Head of Digital Assets Technology for Markets & Securities Services, HSBC
  • John Allan, Head of Innovation and Operations, The Investment Association 


Breakout 2: Exploring the future and pipeline of sustainable investments

Focusing on the future of sustainable investing and the role of science and policy in driving the transition to a low-carbon and nature-positive economy. 


  • Irina Velkova, Director, Grant Thornton UK LLP
  • James Hulse, Senior Advisor, Global Canopy
  • Stuart Brocklehurst, Deputy Vice-Chancellor for Business Engagement and Innovation, University of Exeter
Session 4: Consumer Duty implementation

What does successful implementation look like?


  • Jonathan Charles, Director, Grant Thornton UK LLP 
  • Terrance Turner, UK Head of Compliance, AXA Investment Managers
  • Paul Willis, Managing Director, Financial Services Group, Grant Thornton UK LLP
  • Peter Lovegrove, Director, Financial Services Group, Grant Thornton UK LLP 
  • Schellion Horn, Partner, Co-head of Economic Consulting, Grant Thornton UK LLP
Session 5: A regulatory outlook – priorities for the sector

With the emergence of new technologies, client experiences and ESG factors, we will be delving into priorities for the sector.


  • Jonathan Charles, Director, Grant Thornton UK LLP
  • Aidan McEvoy, Investment Management Department, FCA
  • David Morrey, Partner, Head of Investment Management, Grant Thornton UK LLP
Podcast series

Investment management challenges and trends 2024

Our experts discuss 2024's key trends, from Consumer Duty to AI, sustainability disclosure requirements to macroeconomic factors.

Top themes in investment management for 2024

Opportunities and reasons for caution lie ahead for investment firms in 2024. David Morrey looks at the key themes for the year and how firms can prepare.

To find out more about the 2024 conference, contact our financial services marketing team at

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