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
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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
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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.
Evelyn Partners Index Investing: Not all apples are the same
We are often subjected to the old saying “Its like comparing apples with pears” when discussing investment options, but what about when we are looking at a specific investment style?
Even when you are comparing ‘apples’ alone, such as the increasingly popular arena of index investing, it is important to acknowledge there are several approaches, and the need to peel back the skin to better appreciate the propositions suitability.
From its early days, we will look at the growth of index investing and the varieties available to investors. The topic of cost, a crunch issue for many, will be addressed alongside the fact that low cost doesn’t always mean good value for us.
Workshop Objectives:
- Learn about the evolution of index investing
- Identify the ‘core’ index investing approaches, highlighting their characteristics
- Discuss some usage case studies for clients
- Highlight potential ways to squeeze a little more juice from index investing
Company Profile:
At Evelyn Partners, our primary objective is to provide you with an investment solution that complements the service you already deliver to your clients. We respect the integral role that you have as their adviser and appreciate that investment management represents one part of the financial plan you create. By working in partnership, we can help you provide your clients with a truly enhanced investment management service.
Outsourcing your clients’ investment management requirements can give you more time to focus on their strategic financial planning.
Backed by our investment expertise, we provide access to a number of portfolio services – saving you the time, resources and costs of doing it yourself.
Speakers
Dan Caps
Portfolio Manager
Dan joined Evelyn Partners in January 2019, when the Moore Stephens Wealth Management Team joined what was then Tilney. Prior to this, Dan ran the passive and factor-based investment proposition at Moore Stephens for 12 years.
Dan is the Portfolio Manager for MPS Index, he is a member of the Passive Fund Research Group and runs bespoke passive and factor-based portfolios for private clients, corporates, charities and trusts.
Dan is a Chartered Financial Analyst and holds the Diploma in Financial Planning.
Representatives
Lucy Mitchell
Regional Head of IFA Sales South
Lucy joined Smith & Williamson in 2015 as an associate director, primarily to further develop the Managed Portfolio Service via platforms as well as the Bespoke Discretionary Fund Management offering for the intermediary market.
She joined the firm from Canaccord Genuity Wealth Management where she was business development manager for four years. Prior to this Lucy was a client portfolio manager for SCD & Co.
Lucy has completed the Investment Management Certificate (IMC) and Investment Advice Diploma (IAD).
Ben Sims
Business Development Manager
Ben has worked within the financial services for over 15 years and joins the Evelyn Partners from LGT Wealth Management, primarily as a Business Development Director. He is responsible for supporting and developing IFA relationships in the London region.
Value over cost: how to pick the right MPS partner
The MPS landscape has become increasingly crowded in recent years as more providers enter the marketplace. We explain why selecting the right MPS partner is much more than just a cost comparison. We also discuss how the right MPS partner can add a significant amount of value to your business. We believe a high quality MPS partnership goes beyond an investment proposition. It’s about finding genuine
solutions for your business and evolving the partnership through investment cycles and regulatory changes. In a world where every basis point counts, we will explain the value we believe we add.
Workshop Objectives:
- Discuss why value for money and quality of service have become even more important under the consumer duty regime.
- Discuss the importance of continuously developing and enhancing a multi-asset to ensure it can stay relevant and appropriate for investors.
Company Profile:
L&G's Asset Management business is a major investor across public and private markets worldwide, with £1.117 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet.
Our ambition is to be a leading global investor, innovating to solve complex challenges for our clients using the power of L&G. This is rooted in our investment philosophy and processes, which are focused on creating value over the long term.
We believe that incorporating financially material sustainability criteria, when relevant to our clients, can generate value and drive positive change.
*Source: L&G, global AUM as at 30 June 2025. Excludes assets managed by associates (Pemberton, NTR, BTR). The AUM includes the value of securities and derivatives positions and may not total due to rounding.
Speakers
Francis Chua
Fund Manager, Asset Allocation
As a key member of the Asset Allocation team, Francis oversees a diverse portfolio of retail multi-asset funds, including the award-winning L&G’s MPS and the Multi-Manager funds, where he is lead fund manager. Previously at Aviva, he specialised implementing investment strategies with a focus on financial risk management, investment manager selection and in-depth asset class research. Francis is a graduate of Warwick University and is both a Fellow of the Institute and Faculty of Actuaries as well as a CFA charter holder.
Representatives
Adam Moore
Key Account Manager - MPS
Adam is responsible for growing L&G’s Model Portfolio Solutions (MPS) businesses throughout the UK. Working with both national and regional advisory firms, consolidator firms and networks. Adam joined L&G Asset Management in 2025 from abrdn where he held the title of Business Development Manager. Prior to that, he held client roles at 7IM, Premier Milton and BlackRock. Adam holds the diploma in Regulated Financial Planning.
Antony Teare
Head of Regional Sales
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Antony is responsible for promoting L&G’s capabilities to key IFA and regional wealth managers in the UK. He joined L&G in October 2018 from Franklin Templeton and carried out a similar role. During his time at Franklin Templeton, Antony was responsible for distributing a range of Equity, Fixed Interest, and Alternative funds. Prior to his years with Franklin Templeton, Antony also held similar positions with Gartmore Fund Managers and Kames Capital.
Let’s Talk Retirement: Decumulation Done Differently
Decumulation isn’t just accumulation in reverse – it comes with its own set of risks that need a different mindset.
In this session, Tim will unpack the challenges clients face when taking withdrawals in retirement. Tim will share his philosophy and practical approaches to tackling these issues, giving you new ways to think about delivering better client outcomes.
You’ll leave with a clearer understanding of why decumulation requires a distinct strategy, and how you can build more robust retirement plans that meet both client needs and regulatory expectations.
Workshop Objectives:
Explore the unique risks of decumulation and why they demand a different approach.
Learn how to address these challenges to deliver more robust retirement strategies and improved outcomes for clients.
Company Profile:
Parmenion is an award-winning investment platform, home to our in-house DFM – Parmenion Investment Management.
Since launching our first solution in 2008, we’ve grown to become one of the UK’s leading discretionary managers of multi-asset investments, offering a broad range of solutions to meet different client needs.
We’re proud to have successfully supported financial advisers and their clients through many economic, market and political cycles, to help deliver positive outcomes through our disciplined, risk focused approach.
Working together, we can make a real difference for your clients.
Speakers
Tim Willis
Investment Director at Parmenion Investment Management
Tim is a key member of Parmenion Investment Management, bringing valuable breadth and depth to our asset allocation committee. His varied experience across the investment industry adds real weight to our fund research, while his strong risk analysis skills play an important role in monitoring and managing our risk graded investment solutions.
Tim also focuses on developing our retirement proposition – researching, stress testing and progressing solutions, including the evolution of our drawdown capabilities.
He holds a degree in Economics and a Masters in Economics and Finance from the University of Bristol. Tim began his career at Mitsubishi, the Japanese investment bank, before moving to Barclays Wealth as a portfolio manager and later joining Parmenion.
Representatives
Chris Mackay
Regional Sales Director (London)
Chris joined Parmenion as a Regional Sales Director working in the London region. With over 15 years of industry experience, he has held business development roles at Fidelity, Cofunds and Aegon. He has a proven track record of helping support businesses through new technology adoption, regulatory change and platform migration.
He is passionate about working with advisers and investment professionals to help achieve superior client outcomes and engagement.
Robust, Reliable, Repeatable: How Evidence-Based Strategies Drive Adviser Value
Evidence-based investing draws on decades of academic research and market analysis to guide portfolio construction. This session will challenge common misconceptions and highlight the core principles of this philosophy – diversification, discipline, and data-driven decision-making – and why they matter for delivering reliable, long-term outcomes. We will examine how these principles can be applied in practice, helping advisers navigate client conversations, manage risk, and build trust through a transparent, repeatable process. Instead of relying on forecasts or market timing, evidence-based investing offers a structured framework for informed decisions and greater clarity over time.
Workshop Objectives:
To challenge investment myths, explain evidence-based principles, and show how disciplined, research-driven strategies support long-term outcomes.
Company Profile:
Sparrows Capital is a pioneering investment firm specialising in evidence-based, low-cost, and globally diversified portfolio management. We serve advisers and intermediaries, Institutions, high-net-worth individuals, family offices and charities. Using ETFs and index funds, we build robust portfolios that track market returns efficiently. Backed by over 100 years of research, our disciplined, transparent approach follows global institutional best practices. For UK advisers, we offer our Sparrows SCore MPS—a cost-effective, capped-fee model portfolio service available across multiple platforms—alongside bespoke solutions. Our methodology ensures cost-effective, repeatable investment strategies, without the unnecessary risks that can come from stock-picking and market timing.
Speakers
Raymond Backreedy
Chief Investment Officer
Raymond Backreedy, CIO at Sparrows Capital since 2017, has over 20 years of financial experience. He combines PhD-level expertise in mathematics, statistics, and engineering with strong logical reasoning to lead the investment team and process. Raymond’s background includes developing quantitative models across traditional and alternative assets, founding Evolutionary Trading and Tekio Capital, and consulting for a major Dutch pension fund. He holds a PhD and MEng in Fuel and Energy Engineering from the University of Leeds.
Representatives
Arnie Millington
Head of Business Development
Arnie leads the Business Development team at Sparrows Capital, bringing extensive experience with advisers, planners, and wealth managers. He joined in July 2024 from 7IM, having previously worked at Benchmark Capital and AJ Bell in advisory and investment roles. Arnie is Level 4 IMC qualified and is working towards his Investment Advice Diploma, combining deep industry knowledge with a strong focus on supporting advisers across platforms, SIPP, and investment solutions.
Paul Fox
Business Development Manager
With over 18 years in financial services sales, Paul joined Sparrows Capital in January 2025. He previously worked at Scottish Widows as Holistic Business Development Manager for Yorkshire, and also at Canada Life and Paymentshield. Paul focuses on developing adviser relationships and delivering the Sparrows SCore MPS investment solution. He is DipFA qualified and holds an HND in Public Administration from Leeds Metropolitan University.