GRAMERCY FINANCIAL MARKETERS’
FORUM: LONDON
Financial Marketing 2026:
Best Practices in Strategic Excellence
Please join The Gramercy Institute along with London’s financial marketing community as we convene to focus on the most important issues driving the financial services marketing industry forward in 2026–and beyond.
AGENDA
Financial Marketing 2026: Best Practices in Strategic Excellence
8:20 BREAKFAST: Coffee, Conversation & Continental Breakfast
8:55 OPENING REMARKS: The Meaning of Strategic Excellence in Financial Marketing
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Bill Wreaks, Chief Analyst, Gramercy Institute
9:05 PRESENTATION: 2026 Financial Outlook & Why It Matters to Financial Marketers
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Tom Mills, CAIA Principal, Multi-Asset Strategies, Morningstar
9:25 WORDS OF WELCOME
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Martin Delcourt, Sales Manager, Audience, EMEA & Asia, Morningstar
9:30 PANEL: The 2026 Financial Brand: Strategies to Make (and Keep) It Relevant
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Ian Henderson, Founder & Chair, AML Group
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Greg Hobden, Chief Client Officer, Living Group
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Tom Hughes, Director & Group Head, Communications, Gemcorp Capital
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Alanna Nensel, Global Head, Brand & Central, Marketing, Janus Henderson Investors
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David Simpson, Brand Strategist & Founder, Brand Gurus
10:10 PRESENTATION: AI Agents & Their Impact on Financial Marketing Today
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Eamonn Conway, Managing Director, Fiducial Communications
10:30 BREAK: Coffee, Conversation & Refreshments
11:00 PRESENTATION: AI Transformation Strategies for Content Marketing
Smarter, Better, Faster, Stronger. And Now
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Roslyn Shaw, Founder & Managing Director, Noetic
11:20 PANEL: AI & Authentic Content: Strategies to Effectively Connect with Today's Financial Audiences
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Oli Knight, Director of Innovation, Fundamental Group
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Carmen Quinn, Content Manager, Copylab
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Adam Smith, Founder & Managing Partner, VCCP Roar
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Christoph Woermann, Chief Marketing Officer, Corporate Bank, Deutsche Bank
12:00 PANEL: Smarter Financial Marketing: Strategies for Impact, Efficiency & Success
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Vanessa Bowen, Head of UK Marketing, Orbis Investments
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Geoff Candy, Head of Content - International, Natixis Investment Managers
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Mathew Greenlay, Digital & Content Marketing Director, St. James's Place
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Silvia Pentassuglia, Executive Director, Head, Global Channel Marketing, Asset Management, UBS
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Katie Spreadbury, UK Chief Executive Officer, Vested
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Gemma Young, Head, Brand, Creative, Events & Content Strategy, Nuveen
12:40 CLOSING REMARKS
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Bill Wreaks, Chief Analyst, Gramercy Institute
12:45 LIGHT LUNCH & INFORMAL CONVERSION
1:30 FORUM CLOSES
REGISTER TO ATTEND
Event Date: Thursday, 16 April, 2026 (8:20AM-1:30PM)
Includes light breakfast, break, light lunch & moderated program.
Location: Morningstar
1 Oliver's Yard, City Road, London EC1Y 1HQ, UK
For questions about sponsorship please contact Bill Wreaks
So far, 78 marketing leaders from the following brands have signed-up to attend this event. More marketers are signing-up every day! This event will sell out!
Aberdeen
AllianceBernstein
Allianz Global Investors
AML
Artemis
Baillie Gifford
BlackRock
BNP Paribas Asset Management
BNY Investments
BNY Mellon
Brand Gurus
Columbia Threadneedle
CopyLab
Deutsche Bank
Federated Hermes
Fiducial Communications
Fisher Investments
Fundamental Group
Gemcorp Capital
Gramercy Institute
Invesco Asset Management
Janus Henderson
Living Group
Man Group plc
MFS
Morningstar
Natixis Investment Managers
Noetic
Northern Trust Asset Management
Nuveen
Orbis Investments
PineBridge Investments
Rationale
RBC BlueBay Asset Management
Robeco
St. James's Place
T. Rowe Price
The Wall Street Journal
UBS
Van Lanschot Kempen
Vanguard
VCCP Roar
Vested
Vivace
WisdomTree