Timothy Bradshaw
With a background as a former Intelligence Officer and Sandhurst graduate, Tim Bradshaw has worked in high-pressure environments, managing risk, building influence, and making critical decisions. His experience in recruiting and leading agents in complex situations has shaped his approach to leadership, resilience, and strategic thinking. Many organisations face challenges where perception outweighs reality, risk aversion slows progress, and decision-making is left to a select few. Tim explores how teams can overcome these barriers, focusing on resilience, influence, and leadership to improve performance and adaptability. As the founder of Sandstone Communications and CEO of the Sandstone Foundation, Tim works internationally with teams and leaders, providing insights into leadership strategies, resilience-building, and effective decision-making. His keynotes and masterclasses offer a mix of practical strategies and real-world examples designed to help organisations operate.
Workshops
Workshops
Transforming Wealth Management: How Unitising Model Portfolios Drives Efficiency and Client Success
The UK’s discretionary Model Portfolio Solutions (MPS) market has grown rapidly, with assets rising by 28% to £123 billion in the year to March 2024. As MPS adoption grows, unitisation becomes key to managing larger portfolios efficiently.
Unitisation offers:
- Improved tax efficiency, especially in taxable accounts like General Investment Accounts (GIAs)
- Cost savings through economies of scale, including rebates on underlying investments and lower fund hosting fees
- Access to a wider range of investments, including ETFs and derivatives
- Simplified portfolio management and clearer advisory fee structures
Join this session to learn how unitisation can help you overcome common challenges and enhance your MPS offering, whether you’re already using MPS or considering your first implementation.
Workshop Objectives:
To illustrate how the integration of MPS through unitisation can drive cost efficiencies, streamline portfolio management, and ultimately maximize client outcomes, we will explore the benefits of this approach in improving customization and operational effectiveness across the value chain.
Company Profile:
Company profile - 120 words Amundi, the leading European asset manager, ranking among the top 10 global players[1], offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. This offering is enhanced with IT tools and services to cover the entire savings value chain. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than €2.2 trillion of assets[2]. With its six international investment hubs[3], financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape.
Amundi clients benefit from the expertise and advice of 5,700 employees in 35 countries.
Amundi, your trusted partner, working every day in your interest and for society
Visit www.amundi.com for more information.
[1] Source: IPE “Top 500 Asset Managers” published in June 2025, based on assets under management as at 31/12/2024
[2] Amundi data as at 31/03/2025
[3] Paris, London, Dublin, Milan, Tokyo and San Antonio (via our strategic partnership with Victory Capital)
Speakers
Maaike Decoster
Global Head Business Development & Client Strategy – Wealth SolutionsAmundi Investment Solutions
Maaike Decoster is the Global Head of Business Development and Client Strategy for Wealth Solutions at Amundi. With over 15 years of experience, she focuses on building long-term client partnerships across the distribution value chain. Maaike is dedicated to delivering innovative wealth management solutions that meet client needs, driving sustainable growth and strengthening Amundi’s position in the global wealth management market.
Representatives
Freddie Pendarves
Senior ETF Index & Smart Beta Sales at Amundi Investment Solutions
Freddie Pendarves has 9 years of experience in asset management. He is currently Senior ETF & Index Fund Sales at Amundi Asset Management, covering UK private banks and family offices. Previously, Freddie was Vice President at Lyxor Asset Management and also worked at Vanguard Asset Management. He has focused almost exclusively on passive products throughout his career.
Harry Boys
Senior Sales Manager, Amundi Investment Solutions
Harry has twelve years of industry experience and is responsible for building relationships with wealth managers, asset managers and private banks across the UK, with a focus on Amundi’s active capabilities. Prior to joining Amundi, Harry was a Vice-President within UK Funds Sales at JP Morgan Asset Management. Harry holds a Law & Business degree from the University of Warwick and is a CAIA and CFA Charterholder.