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World-class venue. World-class speakers

Prof. Brian Cox

Peerless communicator of complexity.

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Rachel Botsman

Author and Trust Expert

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Daniel Priestley

A global expert in scaling businesses

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Gaynor Rigby

Melo

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Brian Portnoy

Shaping Wealth

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Rebecca Aldridge

Balance: Wealth Planning

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Mark Polson

Lang Cat

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Natalie Wright

Forvis Mazars

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David Swanwick

Dimensional

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Ben Hanlin

Host

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Samantha Russell

FMG

 

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Prof. Brian Cox

Professor Brian Cox invites us to zoom out – to embrace complexity, curiosity, and the vast potential of what lies ahead. Because great advice starts with great perspective.

Professor Brian Cox is one of the UK’s most celebrated scientists and communicators. Known for his bestselling books and award-winning TV series like Wonders of the Universe and The Planets, Brian makes the mysteries of space and time feel thrillingly human.

As a Professor of Particle Physics at The University of Manchester, Fellow of the Royal Society and The Crick Scholar at the Francis Crick Institute in London, he blends cutting-edge science with captivating storytelling. Whether touring the globe with his live show Universal or co-hosting BBC Radio 4’s Infinite Monkey Cage, Brian brings clarity, curiosity, and cosmic perspective to every stage he steps on.

Rachel Botsman

Author and Trust Expert

Rachel Botsman is a world-renowned expert on trust and ranked among the top 30 management thinkers in the world. Through her bestselling books, including Who Can You Trust?, and her acclaimed TED Talks, she reveals how trust is earned, broken and rebuilt in the digital age between people, brands and institutions.

As a lecturer at Oxford University’s Saïd Business School and a sought-after speaker for global organisations, Rachel blends rigorous thinking with relatable storytelling. Whether exploring the psychology of trust or guiding leaders through uncertainty, she brings clarity, warmth and relevance to every stage she steps on.

Daniel Priestley

A global expert in scaling businesses

Daniel Priestley is a leading entrepreneur, author, and business strategist known for helping ambitious professionals scale with purpose. Through bestselling books like Key Person of Influence and Oversubscribed, Daniel distils the mindset and mechanics behind building magnetic businesses. As co-founder of Dent Global, he’s worked with thousands of advisers and founders to unlock growth through smart positioning and scalable systems. Whether speaking on stage or mentoring behind the scenes, Daniel brings energy, insight, and practical tools to help advisers think bigger and act bolder.

Gaynor Rigby

Gaynor is a growth-focused leader who turns big visions into billion-pound outcomes. She helped scale a business from £120m AUM to over £1bn while building a culture ranked Top 10 in the Times Best Companies to Work For five years in a row. Known for being audacious and uncompromising in all the right ways, she blends sharp strategy with energy and heart—transforming teams, accelerating performance, and delivering results with clarity, pace, and a little sparkle.

Brian Portnoy

Brian Portnoy, Ph.D., CFA, is an entrepreneur, writer, and expert in the psychology of money and financial planning. He is the founder of Shaping Wealth, the global wealth industry’s premier learning & engagement platform for human-centric financial guidance.

 In 2024, WealthManagement.com recognized Shaping Wealth as the financial planning industry’s most disruptive firm. Brian’s three behavioral finance books have been published in 15 languages and one of them, The Geometry of Wealth: How to Shape of Life of Money and Meaning, inspired his current venture. Brian previously worked for 20 years in the hedge fund and mutual fund industries as investor, researcher, and educator. He serves on the ambassador’s council of the Alliance for Decision Education, is a CFA Charterholder, and is a member of the Economic Club of Chicago. Brian earned his doctorate at the University of Chicago and undergraduate degree at the University of Michigan

Rebecca Aldridge

Rebecca Aldridge founded Balance: Wealth Planning in 2014. With over 20 years of experience in the financial services sector, Rebecca has built a reputation for providing transparent, holistic advice that empowers clients to achieve their financial goals with confidence.

Rebecca is a Chartered Financial Planner and holds Certified Financial Planner status. She is known for her commitment to promoting ethical financial practices and creating a lasting impact through client engagement and mentorship. Under her passionate leadership, Balance: Wealth Planning has received industry recognition, most recently being named again in the City Wire Wealth Manager Top 100 as well as the Money Marketing Best Retirement Advice Firm.

Mark Polson

Mark Polson is founder of the lang cat, Leith’s leading independent platform, pensions and investment consultancy, probably.

The lang cat works with financial planners, asset managers and providers, helping them develop better stuff and talk about it in a better way. Bit by bit, it aims to make the industry just a little bit less corporate and stuffy, more human and just…better. Mark is a prolific writer, contributor to the trade press and public speaker, even when people ask him not to be. He spends too much time going to gigs aimed at people considerably younger and more tattooed than him and has a guitar collection which is at the same time far too big and nowhere near big enough, depending on whose perspective we’re talking about.

Natalie Wright

Natalie is a Private Client Partner with over 25 years of experience in financial services. Her understanding of both personal and business financial planning allows her to take a truly holistic approach with her clients. Whether they are navigating individual financial goals or managing business complexities, Natalie provides her clients with comprehensive guidance and practical solutions.

As the UK Head of Family Business, Natalie supports and advises family-owned enterprises and leads our national strategy. She understands the unique dynamics, challenges and opportunities faced by family businesses. Her insights can help clients create a seamless strategy that aligns personal, family and business interests.

Instrumental in growing the Forvis Mazars’ financial planning and wealth management proposition, Natalie’s team now manage over £2.6bn of assets for private individuals and their families. The team is made up of 110 members who work across 12 of the Forvis Mazars offices, and they have been recognised by the Financial Times as one of the Top 5 Firms in the UK for Financial Planning and Wealth Management for the last 4 consecutive years.

In 2024 Natalie joined the Forvis Mazars Financial Planning Board and plays a key role in designing and implementing the long term strategy for the business, whilst also maintaining a focus on compliance and people management.

Natalie has been an advocate for both the Financial Planning profession and for female leaders in professional services for many years, involving herself in the PFS Power Panel, the ICAEW finance leaders forum, apprenticeship training events, and taking part in a number of mentoring schemes.

In 2018 Natalie was awarded the prestigious ‘Chartered Financial Planner of the Year’ title by the Personal Finance Society. This is the Society’s flagship award and involves going through a rigorous 3 stage judging process; the ultimate winner must demonstrate superior ability across a broad range of professional skills, an extraordinary commitment to the advancement of their profession and have a focus on delivering the best possible outcomes for consumers.

As the Office Managing Partner in Leeds, Natalie is responsible for leading a team of 300+ professionals, working across a range of accountancy and financial services disciplines, with a strong focus in Yorkshire on privately owned businesses.

David Swanwick

David Swanwick is Dimensional’s Head of Client Communications for the EMEA region and is based out of the firm’s London office. David works with clients across the region and globally to aid the delivery of consistent and successful experiences to their clients.

He helps firms achieve their potential through analysis and application of proven practice management and client communication techniques. In addition, David leads the strategy and design for all of Dimensional’s EMEA conferences and events as well as the annual strategic benchmarking study, investor survey and study group programmes for financial advisers.

Prior to joining Dimensional, David was a private client adviser with SFG Australia, a leading wealth management business servicing high-net-worth families and organisations. Originally from a banking background, David was later appointed a director of a highly regarded boutique financial planning firm in Brisbane called Ellwood Barry McPherson, which later became a founding member of SFG Australia. He moved to London in 2011 to join Dimensional.

David holds a Bachelor of Business from Queensland University of Technology and the Diploma of Financial Planning from Deakin University and is a graduate of the Australian Institute of Company Directors diploma course. David has chaired industry committees and participated in numerous projects and panels regarding advice, investments, communication and practice management. He has also been invited to speak internationally by universities, industry bodies and external groups.

Ben Hanlin

Today’s speaker is Ben Hanlin – a world class magician and presenter.

 

Ben has over 2 Million followers online and has been seen on his own ITV2 Show Tricked, The Tonight Show with Jimmy Fallon, and he’s even been a semi-finalist on Dancing on Ice. In the corporate space – he regularly hosts large conferences for clients such as Coca-Cola and Google.

 

Samantha Russell

Samantha teaches financial advisors how to design and implement digital marketing strategies to produce exponential growth through content marketing, AI strategy, social media and email campaigns, SEO, and video.

Her cutting-edge thought leadership is recognized throughout the financial services industry and has led to her being awarded an Investment News 40 Under 40, ThinkAdvisor Luminary’s Award and WealthManagement.com “Top Ten to Watch”.

Samantha also serves on the advisory board of the industry estate planning tech tool Wealth.com and Behavioral Finance firm Shaping Wealth.  In addition to being a trusted, go-to resource for advisors looking to grow through digital marketing strategies, Sam is also known as a voracious reader, avid runner and hiker, and master juggler of 3 kids under 9.

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Make sure you’re part of Fundment: LIVE on Thursday 29 January 2026

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