WIBF RD 23AWARDS FOR ACHIEVEMENT 18TH MARCH 2021 About Us

Since 1980, Women in Banking and Finance (WIBF) has been run as a not- for-profit, volunteer led organisation to promote and gender equality in .

Every year since our establishment, we have sought to help women working in financial services progress their careers and provide mentors for advice and role models to inspire.

Since 1988, our Annual Awards for Achievement recognise those individuals that strive hardest to change practices and processes in their workplaces to engender inclusion and support ambition.

While our headquarters are in , WIBF has branches in Belfast, , Bristol, , Glasgow, and Manchester. Our virtual events connect women across these cities and help you build a local network.

Whether you work for accountancy firms, , brokers, insurers, investment houses, finance companies, fintech providers, law practices, lenders or wealth managers, WIBF offers events of interest to help you continue to learn or secure a new job.

At the forefront of debates, lobbying and policy making, WIBF works to establish practical solutions for issues to help the financial services sector realise the benefits that diversity brings.

In partnering with WIBF, our institutional members are demonstrating deliberate action to accelerate change.

Website: ww.wibf.org.uk LinkedIn: Women in Banking & Finance – UK COMMUNITIES & NETWORKING • JOBS • MENTORING & DEVELOPMENT • THOUGHT LEADERSHIP Twitter: @WIBFtweets

2 WIBF 23rd Awards for Achievement wibf.org.uk This is the moment she learned about the gender pay gap. We should all feel this way. About the Awards That’s why Citi has committed to closing the gap. Women in Banking and Finance (WIBF) has been active for over 40 years and, over that time, has expanded its remit to continue to encourage diversity and gender equality.

23 years ago, when the WIBF Awards for Achievement began, there was just one award for achievement.

Its winner was Carolanne Minashi, then at Citi and now at UBS, who said: “I was so totally proud, I remember walking home feeling about 6 feet tall!”

Fast forward to 2021, we now have four awards for women at different stages of their careers, while the Team Award for Diversity celebrates a group that promotes change in their organisation. The Future Leader Award shines a spotlight on young women already making an impact, while the Award for Achievement and Champion for Women recognises senior leaders. The Tech Star Award was introduced in 2019 to recognise individuals who work in digital, fintech or technology services.

On 18 March, we recognise five more winners from our nominated shortlist and welcoming them into our prestigious awards alumni.

www.citi.com/itsabouttime 3 WIBF 23rd Awards for Achievement wibf.org.uk © 2020 Inc. Citi and Citi with Arc Design are registered service marks of Citigroup Inc. Citigroup of marks service registered are Design Inc. Citi and with Arc Citigroup © 2020 Welcome to our 23rd Awards for Achievement

Held this time as a virtual event, the format for the ceremony may have changed, but the purpose of these is more important than ever: to recognise the achievements of individuals and teams helping to make financial services more inclusive and, ultimately, more successful.

As I reflect on the last 12 months, it is clear that the path to We are honoured to be joined today by: diversity is far from straightforward. The fall-out from the Covid-19 l Andy Haldane, Chief Economist at the of England. The pandemic threatens to put progress towards gender equality back Bank of England has been a staunch supporter of WIBF since 25 years. While the UK’s financial services sector adapted quickly The purpose of its inception. Among Andy’s many published articles, he has “ to home working, female employment and earnings have taken a examined the long-term consequences of home-working and the awards is more disproportionate hit – not just in our sector where the pay gap has drawn particular attention to the vital contribution volunteers important than ever: grown to 25%, but more broadly across the economy. make to the economy. to recognise the I am encouraged, however, by some of the good news stories to l , a behavioural economist, who combines insights achievements of emerge: the Hampton Alexander Review reported that the number from economics and psychology to improve decision-making of women on FTSE 350 boards has risen from 682 to 1026 in five individuals and teams in organisations and society. Iris is the Albert Pratt Professor of years. We have also seen the appointment of Jane Fraser as the new helping to make Business and Government, and the Academic Dean of Harvard CEO of Citigroup, the first woman to lead a large Bank. Kennedy School. financial services more Which brings me to the theme of today’s event – ambition. As we inclusive and, ultimately, I am delighted to say that these awards bring together more reported in the first instalment of Accelerating Change Together, members than ever. In addition to our individual members, today’s more successful. women are generally more ambitious than men. The issue is that ” audience includes representatives from our sponsors – Citi ANNA LANE women foresee more barriers and are less confident than men that (headline sponsor), HSBC, Cynergy Bank, Credit Suisse, LSEG and their ambitions will be achieved. – alongside attendees from our other 28 corporate We have the opportunity to choose to challenge how ambition is members and senior representatives from our wider WIBF network defined. Kristine Braden who represents Citi, our headline sponsor, and the media. talks about how ambition allows people to be their best self. Please join me in congratulating our shortlisted award nominees, This positive approach leads to fewer assumptions about what recognising those who have won and highlighting what’s possible women can or cannot achieve. Instead, it encourages people to ask for women in financial services. questions that, in turn, allow talented individuals the opportunities they deserve and reinforces the case for gender equality. Anna Lane Anna Lane President, Women in Banking and Finance

4 WIBF 23rd Awards for Achievement wibf.org.uk This is the moment she learned about the gender pay gap.

We should all feel this way.

That’s why Citi has committed Headline Sponsor to closing the gap.

I am delighted to welcome you to WIBF’s 23rd Annual Awards for Achievement. You should all feel a huge sense of pride in your achievements. The awards recognise and champion female talent and our allies that achieve excellence among women in banking and finance.

This year’s theme is the importance of ambition. It highlights the ambition we all hold to make financial services a sector that offers women the ability to reach their full potential. Our desire is to be the best versions of ourselves while fulfilling our professional ambitions, giving great Citi is proud strength to our respective institutions and our industry as a whole. to sponsor The shortlisted nominees for these awards represent the best of our industry, demonstrating where positive ambition can take us. WIBF Annual When our ambitions align and focus on the collective betterment of each and every woman Awards for in our industry, we have the power to make real change and to drive progress. That is why the Achievement work that WIBF does is so important and why Citi is delighted to continue to support these awards. WIBF Awards

Congratulations to the nominees and of course, today’s winners! Alumni Network

Kristine Braden

Kristine Braden Citi’s Head of and CEO, Citigroup Global Markets Europe

www.citi.com/itsabouttime 5 WIBF 23rd Awards for Achievement wibf.org.uk © 2020 Citigroup Inc. Citi and Citi with Arc Design are registered service marks of Citigroup Inc. Citigroup of marks service registered are Design Inc. Citi and with Arc Citigroup © 2020 Our Hosts & Speakers

Kate Thornton Andrew G Haldane Anna Lane CHIEF ECONOMIST, BANK OF ENGLAND WIBF PRESIDENT Kate is a journalist and television and radio presenter, who has hosted some of television’s Andrew G Haldane is the Chief Economist Anna is CEO and President of Women in biggest shows, including the X Factor, The Royal at the Bank of England. He is a member Banking & Finance and passionate about Variety Performance, and This of the Bank’s Monetary Policy Committee gender equality. She is also the founder Morning. and Chair of the Government’s Industrial and CEO of The Wisdom Council (TWC), Strategy Council. Among other positions, where she focuses on delivering strategic, Kate currently hosts the hit podcast White Wine he is Honorary Professor at University of innovative and actionable strategies Question Time, which sees her asking well-known Nottingham, a Visiting Fellow at Nuffield to improve consumer engagement and guests three thought provoking questions, over College, Oxford, a Fellow of the Academy financial awareness. TWC is a partner three glasses of wine. Previous guests have included of Social Sciences and Governor of the with the London School of Economics Amanda Holden, Keith Lemon, Stacey Solomon, National Institute of Economic and Social to support WIBF’s Accelerating Change Judy Murray, David Lammy MP, Torvill and Dean, Ant Research. He has authored around Together research programme. Middleton and Craig Revel Horwood. 200 articles and 4 books. Andrew is Anna recently sat on the Money and At 21, Kate became the youngest ever and first the founder and trustee of ‘Pro Bono Pensions Service – Gender and Financial female editor of pop magazine Smash Hits, before Economics’, a charity which brokers Wellbeing Challenge, bringing a gender working as a Contributing Editor at the Sunday economists into charitable projects and lens to the UK Strategy for and Marie Claire magazine. In 1997, Kate Vice-Chair of National Numeracy. Wellbeing. In 2019, Anna launched the began her second career in television on the ITV cross-industry Yes She Can initiative, current affairs’ programme Straight Up, and has also focusing on closing the gender gap hosted talk shows and documentaries on Radio 2. in pensions and investments. Prior to Kate is conscious of the need for women to take launching TWC, Anna ran a specialist control of their financial futures and is also involved consultancy and worked in the City for in The Wisdom Council’s Yes She Can programme. over 20 years in senior roles at JPMorgan and .

6 WIBF 23rd Awards for Achievement wibf.org.uk Our Hosts & Speakers

Vivienne Artz OBE Dr OBE CHIEF PRIVACY OFFICER & MANAGING DIRECTOR, LSEG DIRECTOR, PWC

Vivienne is Managing Director and Chief Privacy Officer at the Group (LGEG), Dr. Heather Melville OBE is a thought leader on leadership, an innovator in business, and has a notable track record of delivering leading the global Privacy Office and overseeing global privacy strategy and practice. strong financial performance and building high performing inclusive teams across both financial and professional services.

Previously, Vivienne was the Chief Privacy Officer at Refinitiv and Thomson , and Managing Heather also holds a number of trustee positions: Chair of Chartered Management Institute Women; Board Trustee CMI and Director and Global Head of Privacy Legal & Head of International for the Intellectual Property and Enfield Enterprise; Patron of Women In Banking and Finance; and, most recently, a member of the PwC Colour Brave Charity Technology Law Group at Citi. Prior to joining Citi in 2000, Vivienne worked in private practice in London. Committee.

Vivienne chairs the International Regulatory Strategy Group Data Working Group, is on TheCityUK EU Having held a number of senior positions across a range of high profile organisations (RBS/NatWest, IBM, Daiwa Europe Bank and, Technical Advisory Group, and is the Vice Chair on the Executive Committee of the Board of Directors most recently, PwC), Heather has established a purpose values driven reputation, together with a gentle, focused yet persuasive of the International Association of Privacy Professionals (IAPP). Vivienne is also on the Business and style that is known for supporting both individuals and businesses to be successful. Law Advisory Board of St Mary’s University, the Alumni Advisory Board of Pembroke College Oxford Her most recent appointment as Director of Client Relationship Programmes (a programme specifically designed for C Suite University, and is on the Founding Editorial Board for the Journal of AI and Ethics. Vivienne was clients) and Head of People Business Networks, has provided the firm with a strong foundation to continue to engage with our recognised in the 2019 PrivSec200 list of privacy and security professionals across Europe. 65,000 clients, 22,00 alumni and 22,000 employees through a clear vision and strategy that brings them together to solve critical Vivienne is on the Advisory Board of Women in Banking and Finance, having been President and business problems. CEO from 2017-2020. Vivienne is a recognized gender champion and leader having been awarded the Heather is also very passionate about the progression of both female and BAME talent from their early entrance into the Champion for Women Award at the Women in Banking and Finance Awards for Achievement 2016. education system, right through to that very first role they may have secured in the corporate workplace. Vivienne received the 2019 WeAreTheCity Rising Star Editor’s Award in recognition of her tireless efforts in the diversity space, and as an individual who is pushing for change within her industry. Vivienne In 2017, Heather was awarded an OBE for her services to female entrepreneurs, diversity in business and gender equality. In July placed in the top 20 Executive Women Role Models in the HERoes List 2020, was awarded Woman 2019, she was awarded with an Honorary Doctorate by the University of Portsmouth for her contribution to Diversity in Business. Solicitor of the Year in the Law Society Excellence Awards in 2020, and has many years of experience She is the Chair of CMI Women, Trustee and Board Member of Enfield Enterprise, Patron of Women In Banking & Finance and, in a leading a broad range of diversity initiatives and groups both within firms and across sectors. Vivienne personal capacity, has contributed to ongoing independent reviews for the Labour Government, re-creating an inclusive culture. was awarded an OBE in the Queen’s New Year’s Honours in 2021 for services to financial services and In 2020, Heather became a member of the PwC Colour Brave Charity Committee. gender diversity.

7 WIBF 23rd Awards for Achievement wibf.org.uk Our Hosts & Speakers

Iris Bohnet Kristine Braden ACADEMIC DEAN, HARVARD KENNEDY SCHOOL CITI’S HEAD OF EUROPE AND CEO, CITIGROUP GLOBAL MARKETS EUROPE AG

Iris Bohnet, the Albert Pratt Professor of Business and Government, is the As Head of Europe, Kristine is responsible for leading Citi’s businesses Academic Dean of Harvard Kennedy School. She is a behavioural economist, on the Continent. She is also CEO of Citigroup Global Markets Europe combining insights from economics and psychology to improve decision- AG (CGME), Citi’s European investment firm headquartered in . making in organizations and society, often with a gender or cross-cultural Post-Brexit, CGME will play an integral role in providing Citi’s Markets and perspective. Securities Services and Banking, Capital Markets and Advisory capabilities to clients within and outside the region. The new EEA capabilities Her most recent research examines behavioural design to de-bias how we complement Citi’s long-established presence in Europe, alongside our live, learn and work. She is the author of the award-winning book What Works: banking entity, Europe plc. Gender Equality by Design, and advises governments and companies on the topic around the world. Professor Bohnet is the co-director of the Women and Kristine has enjoyed a 23 year career with Citi working across the US, EMEA, Public Policy Program and the faculty chair of the executive program “Global and Latin America. She was most recently Chief of Staff to CEO Mike Leadership and Public Policy for the 21st Century” for the World Economic Corbat, having served as Citi Country Officer and Corporate and Investment Forum’s Young Global Leaders. Banking Head for , Monaco and Liechtenstein. She relocated to London in 2012 after 14 years in Asia to assume the role as EMEA Head of She serves on the boards, advisory boards, or as a patron, of Credit Suisse Global Subsidiaries Group. Group, Applied, Edge, genEquality, TaketheLeadWomen, We Shape Tech, Women in Banking and Finance, and the UK Government’s Equalities Office Kristine is a keen advocate of advancing women’s diversity. She was listed as as well as numerous academic journals. She was named one of the Most ‘Top 100 Most Influential Women in Finance’ by Financial News in 2020, and Influential People in Gender Policy by a political in 2018 and 2019, a Leading was ranked among the top 100 bankers in Switzerland by Bilanz Magazine Thinker of Victoria, Australia, 2016-2019, and has received an honorary degree and Top 100 Women in Swiss Business by Women in Business Magazine. from the University of Lucerne, Switzerland, in 2016. Kristine has served as the President of Advance Women, a non-profit organization promoting gender equality in Switzerland. She currently serves She is married and the mother of two children. as the Families Matter Affinity Co-Lead at Citi.

8 WIBF 23rd Awards for Achievement wibf.org.uk Our Hosts & Speakers

David Craig Erika Irish Brown GROUP HEAD, DATA & ANALYTICS AND CEO REFINITIV AT CHIEF DIVERSITY OFFICER, GOLDMAN SACHS LSEG Erika is chief diversity officer, responsible for global diversity and David joined LSEG on completion of the Refinitiv-LSEG inclusion strategy and driving inclusive culture initiatives and transaction in January 2021. efforts related to the recruitment, retention and advancement of diverse professionals. She joined the firm as a managing director in He became CEO of Refinitiv in October 2018. He led the 2018. team that founded the company out of the Financial & Risk division of Thomson Reuters. David joined Reuters Prior to joining Goldman Sachs, Erika was global head of diversity as its Chief Strategy Officer in 2007. Before this, he was a and inclusion at Bloomberg from 2015 to 2018. Prior to this, she led partner at McKinsey and Co. diversity hiring efforts at Bank of America between 2009 and 2015 and between 2005 and 2008. David sits on the ’s Banking Governors Board and its steering committee on Artificial Erika’s background includes a range of banking and finance roles, Intelligence and Automation in Financial Services. He including head of business development for Black Entertainment is on the Advisory Council of TheCityUK and chairs the Television, senior associate in the high yield capital markets group UK Treasury’s India UK Financial Partnership. He is also at Morgan Stanley and senior policy analyst for domestic finance for a member of the UK Government’s Trade Advisory Group the Department of the Treasury. She began her career for Financial Services. as an analyst in the public finance department at Lehman Brothers.

David is a board member of several charities including Erika is a member of the Executive Leadership Council, vice chair of Great Ormond Street Hospital Children’s Charity and the Bedford Stuyvesant Restoration and serves on the mentoring charity Urban Synergy. He holds a degree in Board of the Riverside Hawks. engineering from Bristol University. Erika earned a BS in Economics from the State University of at Albany and an MBA from .

9 WIBF 23rd Awards for Achievement PROUD MEDIA PARTNER OF THE 23RD WIBF AWARDS FOR ACHIEVEMENTwibf.org.uk Our Hosts & Speakers

Nick Fahy Leonora Daniel Leanne Cutts CEO, CYNERGY BANK MANAGING DIRECTOR, CREDIT SUISSE GROUP CHIEF MARKETING OFFICER, HSBC

Nick Fahy is Chief Executive Officer of Cynergy Bank, the UK’s human digital Leonora Daniel is a Managing Director at Credit Suisse in the Compliance and Leanne Cutts is the Group Chief Marketing Officer for HSBC Holdings plc and bank serving the needs of ‘scale up’ or medium sized and fast growing SMEs, Risk Division, based in London. was appointed Group General Manager in March 2018. professionals, high net worth and mass affluent individuals. He is a highly Leonora is Global Head of Recovery Management and Leanne is accountable for the transformation of the Global Marketing experienced financial professional having worked within the banking sector for APAC, managing Credit Suisse’s defaulted or stressed portfolios with the aim Function as well as HSBC’s multi-year global rebrand programme, focused on over 20 years across the UK, Ireland and Australia. of maximizing recoveries, protecting Credit Suisse’s reputation and minimizing modernising all marketing communications, digital and physical assets. In Nick has been CEO of the bank since December 2015. During his tenure, he potential litigation risks. The portfolios are primarily made up of impaired early 2019, she led a global brand refresh of the famous HSBC hexagon and has overseen the acquisition of Bank of Cyprus UK by Cynergy Capital Limited or stressed bilateral and syndicated loans, derivatives, structured products, introduced the brand promise, ‘Together we thrive’. As part of this, the HSBC in November 2018, and the rebrand to Cynergy Bank in December 2018. The commercial real estate loans and Real Estate Owned assets. Leonora is a sound identity was launched to complement the new visuals. acquisition forms part of his ambitious plans for the future of Cynergy Bank, Reputational Risk Approver for EMEA and also sits as a Director on the Board Leanne has extensive international experience. Before joining HSBC in April enabling the bank to grow its franchise across the UK and internationally, and of Oakwood Homeloans. 2017, she was a Category President for Asia Pacific, Middle East &Africa for redefine banking with the human digital bank. The Cynergy Bank human and Leonora joined Credit Suisse 23 years ago in 1998 as a Vice President in Credit Mondelez International (previously known as Kraft Foods), and led the region’s digital model transforms banking for customers who still value a face-to-face Risk Management. Prior to joining Credit Suisse, Leonora was employed at marketing services division across all snacking categories, including media relationship enabled by the latest digital technology. Nick signed a partnership Lehman Brothers in Credit Risk Management as Head of Counterparty Risk and agency partnerships. Prior to Mondelez, Leanne worked in global and with Cloud and Wipro to continue to evolve the human bank. Reporting and Monitoring for EMEA. regional leadership roles with GlaxoSmithKline Consumer Healthcare. Nick joined Cynergy Bank from the Westpac Banking Corporation where he Leonora is a strong advocate of Diversity and Inclusion and, in 2019, won the Leanne began her career at in Australia, has an MBA from the had been State General Manager for the bank’s retail and business banking inaugural Credit Suisse UK Diversity and Inclusion Champion award. She is a Australian Graduate School of Management, University of NSW and a Bachelor operation in Western Australia. Prior to Westpac, he spent 17 years with Bank of sponsor for the Credit Suisse Black African Multi-Ethnic (BAME) network. of Economics from University. She is also an Advisory Board Member Ireland Group in a variety of leadership roles, including Chief Operating Officer of the Ehrenberg Bass Institute. for ’s operation in the UK and Ireland, Managing Leonora is also a trustee for Inspiring Tomorrow’s Leaders, a charity which is Director for Northern Ireland, and MD for the bank’s UK-wide Post Office aimed at helping young senior school-aged females to realise their potential Married with a daughter, Leanne has lived in Sydney, London, New Delhi, Hong financial services operation. and who, in the main, are of African and African-Caribbean heritage. Kong, Singapore and .

10 WIBF 23rd Awards for Achievement wibf.org.uk THE AWARDS

Empowering business owners

TECH STAR AWARD FOR FUTURE LEADER CHAMPION FOR TEAM AWARD AWARD ACHIEVEMENT AWARD WOMEN AWARD FOR DIVERSITY

Celebrates this woman’s Celebrates a woman who has Celebrates a woman aged 35 Celebrates a seasoned Celebrates team success in outstanding contribution within achieved success within a senior years or younger, who is making professional, man or woman, who promoting gender diversity in fintech or digital within financial role and who displays qualities an exceptional impact within an through personal commitment, the workplace. The team may services. This award is to recognise of dynamism and daring in her organisation. She is shaping her application and dedication, be a business line team that the woman who is leading the tech working life. Candidates have organisation, not only in terms continually promotes and inspires has driven and embedded the agenda, either through thought also used their skills beyond of business success, but also women in the workplace to reach diversity agenda, or a specialist leadership, through technical their own career by serving on in the example she provides their full potential. It recognises an function (such as HR or Diversity expertise or as an innovator. This boards of other organisations to colleagues. This individual individual who champions diversity & Inclusion) that partners with the individual will have demonstrated and/or by their involvement with outperforms her peers across the and inclusion in all they do. business to provide a framework her passion and innovation in furthering the interests of women industry and demonstrates a huge and vision to enable diversity at either a thought leadership project in the workplace. This woman is drive for career success alongside work. or by leveraging technology to considered a role model and is energy for helping others. advance gender equality, helping making a significant impact by her financial services organisation driving change across the industry. move forward in terms of their digital agenda.

Nominations for the 23rd WIBF Awards for Achievement closed in February 2020. As such, some the shortlisted may have changed companies/jobs over the past year.

11 WIBF 23rd Awards for Achievement wibf.org.uk THE JUDGES

ANN CAIRNS CHARLOTTE CROSSWELL SUE DAWE PHILIP GRANT DAME CILLA SNOWBALL EXECUTIVE VICE CHAIR, MASTERCARD CEO OF INNOVATE FINANCE MANAGING PARTNER AND HEAD OF FINANCIAL SERVICES CHAIR OF THE SCOTTISH EXECUTIVE COMMITTEE OF GOVERNOR, WELLCOME TRUST, NON-EXECUTIVE IN FOR EY DIRECTOR, DERWENT LONDON PLC In her role as Executive Vice Chair, Ann represents Charlotte Crosswell is the CEO of Innovate Finance, Mastercard around the world, focusing on inclusion, the industry body representing the UK fintech sector Sue leads EY’s Financial Services Practice in Scotland Philip is Chair of the Scottish Executive Committee of Dame Cilla Snowball is a Governor of the Wellcome diversity and innovation. She plays the important role and has spent most of her financial services career in and is the Managing Partner for the Edinburgh office. Lloyds Banking Group and responsible for the Group Trust, Chair of the GREAT Private Sector Council and a of senior ambassador and executive leader and sits as market infrastructure roles. Prior to joining Innovate She has 30 years of experience within the financial across Scotland. This is in addition to his role as Chief Non-Executive Director of Derwent London plc. part of the company’s global management committee. Finance, Charlotte was Founder and CEO at two services sector. She joined EY in 1988, became a Operating Officer, Insurance & Wealth Division of LBG, She is the former Chair of the Women’s Business Prior to her current appointment, Ann was President of Nasdaq-owned London start up exchanges in equities partner in 2009, and was appointed Head of Financial which includes Scottish Widows. Council. International Markets responsible for the management and , and sat on the board of LCH Ltd. She Services Scotland in 2016. She is a member of EY’s Philip is also Chair of the Scottish Financial Enterprise of all Mastercard customer-related activities in over has held a number of management positions at Nasdaq UKFS Leadership team and a member of the EY UK LLP She led the UK’s biggest advertising agency, Abbott and Co-Chair of the First Minister’s Advisory Board on 200 countries. and the London Stock Exchange across international Board. Sue is on the Financial Services Advisory Board Mead Vickers, until December 2018, where she had Financial Services, Council Member of CBI Scotland, capital markets, equities, fixed income, OTC derivatives and on the Board of Scottish Financial Enterprise. worked for 26 years. Ann brings more than 20 years’ experience working in Chair of the Board of the Foundation trading and clearing. senior management positions across Europe and the Sue is a member of the Institute of Chartered and a Past President of the Chartered Bankers She was awarded a damehood in June 2017 for services U.S. Prior to joining Mastercard in 2011, Ann was head In addition to her work with Innovate Finance, Charlotte Accountants of Scotland and has a degree in Institute. to advertising, diversity and equality. of the Financial Services Group with Alvarez & Marsal, advises and sits on the boards of government fintech Accountancy and Finance from Heriot Watt University. Philip was educated in the west of Scotland, prior to CEO of Transaction Banking at ABN AMRO and held advisory groups, technology companies and fintech joining Bank of Scotland. Having spent nine years in a senior positions at Citigroup. startups., and has been working with technology range of retail banking roles, he completed a full time companies throughout her career. Charlotte holds a Ann is currently chair of ICE Clear Europe, owned by MBA at the University of Strathclyde, sponsored by BA (Hons.) in French from the University. the Fortune 500 company Intercontinental Exchange the bank. His career then progressed through various She has been included in the list of top 100 Women in (ICE). She is also global co-chair of the 30% Club, the leadership roles in corporate and retail banking. Finance over many years. chair of the Financial Alliance for Women and serves as a member of the UK government’s AI Council and the IBDE advisory board.

She has a Pure Mathematics degree and honorary doctorate from Sheffield University and a M.Sc. with research into medical statistics and honorary doctorate from Newcastle University.

12 WIBF 23rd Awards for Achievement wibf.org.uk WIBF TECH STAR AWARD FINALISTS

LEANNE ALLEN GEMMA JACKSON FENNI KANG KPMG CREDIT SUISSE INVESTMENT BANK

A Director in KPMG’s FS Technology Gemma is a Director in Enterprise Fenni is VP Desk Strategy Quant at Consulting practice, Leanne leads Technology, responsible for elements Barclays, working in the Investment KPMG’s data capability, driving 100% of monitoring strategy globally at Bank front office dealing with growth over three years with an Credit Suisse. Gemma pioneered the significant financial risks, from impressive gender-diverse team. A use of Open Source technology to financial products pricing and veteran data specialist, she helps monitor both hardware and software market-making to quantitative clients navigate complex issues enterprise wide. She worked with trading strategies. Fenni is a FinTech driving data strategies to realise the her team to develop a strategy expert and innovator in both value of data assets whilst doing combining Open Source and vendor technology and business, creating so in a safe and ethical way. She software to Credit Suisse advanced quantitative analysis supports other working mothers at the forefront of monitoring impacting the global FX, inflation through her superwoman network capability with reduced running trading and structuring businesses. (with over 100 members across costs and increased efficiency and Fenni’s EMBA studies at Cambridge KPMG UK advisory), as coach to automation. Gemma is a regular inspired her active involvement external women in FS and by sharing speaker at industry conferences in high-tech FinTech business. An her experience and advice through on AI innovation in monitoring, active mentor, Fenni is passionate external “Supermum” podcasts. leads the EMEA technical graduate about advancing gender equality; she Leanne is a thought-leader and recruitment programme and works raises funds for charities, WildHearts inspirational speaker setting new tirelessly to promote gender diversity and RoomToRead; and she is an operating model and governance in STEM. influential thought-leader (speaking standards addressing the grey space at the J.P Morgan Innovation Week of Data Ethics. and Finstra Hackathon).

13 WIBF 23rd Awards for Achievement wibf.org.uk WIBF TECH STAR AWARD FINALISTS

JUDY KAWAGUCHI NICOLE SANDLER MARIA SHEVCHENKO IOANA SURPATEANU REFINITIV BARCLAYS KPMG LLP CITI

Judy, Global Head, Programme Head of Digital Policy at Barclays, Nicole Maria, a Director of Innovation at Ioana, Co-Head of European Government Delivery and Enablement, led all cross- focuses on the impact of FinTech related KPMG, specialises in helping Financial Affairs – Innovation Strategy Lead, is technology strategic programmes regulation and initiatives on Barclays Services firms to extract insights from a strong innovation advocate within globally across Refinitiv (now, LSEG) as it in the UK and globally. She represents data and assists them in their digital Citi, facilitating numerous interactions undertook a large-scale transformation Barclays in various regulatory, policy transformation by leveraging the best between Citi’s investment and venture journey and prepared for the merger with and industry forums, for instance she technologies in the market place. She teams with emerging tech companies LSEG, whilst meeting ambitious growth is a member of the EC’s Expert Group works with advanced analytics, data in the UK and Europe. She is currently targets and technology modernisation on Regulatory Obstacles to Financial science, cloud, (APIs), mentoring a suite of start-ups in the goals. Her first project at Refinitiv was Innovation (ROFIEG) as the only UK FinTech firms and various technologies blockchain and artificial intelligence to turn around the performance and banking representative. Nicole regularly to create the best solutions tailored space and has enabled access to perception of the existing Programme speaks at conferences and publishes to clients’ current and future needs. networking and funding for these Delivery organisation, in five months articles. Nicole helped to establish the Maria is passionate about educating projects. A Vice-Chair of the European she completely overhauled it, altering International Association for Trusted consumers on financial products and Parliament Taskforce, Ioana heads the it from a central capacity-based Project Blockchain Applications (INATBA) and services to ensure that they help people digital assets/blockchain work stream Management resourcing model to an is on their Legal Committee. She is a to achieve their goals and not negatively in AmCham EU. She champions smart aligned delivery partnership model. founder member (and board member) impact them. A committed supporter regulation and enhanced incumbent/ Passionate about improving Diversity of RegTech Women, which promotes of women in IT and technology she has start-up collaboration in high-level and Inclusion for women in technology RegTech and helps women network and spoken at a number of external events interactions with the European and multi-cultural ethnic groups, she upskill in this area. on these topics. Commission, European Parliament and mentors and coaches aspiring leaders various conferences such as Blockchain to turn their diverse experience into Expo World, Westminster Business professional strength. Forum and Milken Institute. Ioana has recently left Citi to take on a new role as chief strategist in a decentralised finance start-up.

14 WIBF 23rd Awards for Achievement wibf.org.uk WIBF AWARD FOR ACHIEVEMENT FINALISTS

LAURA BARROWMAN CLAIRE FOY JOANNE HANNAFORD LINDSAY LAW CREDIT SUISSE GOLDMAN SACHS NATWEST GROUP

As the Group Chief Information Officer Helping others to aspire for more, Joanne is Head of Engineering in Lindsay, Head of Audit – Personal at Credit Suisse, Laura’s expertise is runs through everything Claire does EMEA at Goldman Sachs and a leading Banking, NatWest Group, is Co-chair matched by her empathy; her genuine as Head of Learning and Professional pioneer in . of the RBS Women internal network interest in and care for those around Development () at Throughout her career, Joanne has (now NatWest Gender Network), her; her exemplary work ethic; and Coutts & Co, from her innovative, always adopted a ‘pay it forward’ helping to build it up to more than her commitment to Credit Suisse, her exciting programmes to the annual mentality, dedicating time and energy 13,000 members with 100+ volunteers. colleagues and the bank’s objectives. ‘Celebration of Learning’ she hosts. She to encouraging under-privileged She holds a number of non-executive However, what truly sets her apart is ensures that learning within the bank is communities and diverse groups to director roles in her community, her approachability – she is accessible for the individual not just the business. pursue careers in science, technology, including non-executive director of and a welcoming presence to all, Energised by challenging society norms engineering and maths (STEM). She Scottish Women’s Aid and Convener regardless of seniority. She has an to empower and stretch people beyond leverages her platform as a senior (Chair) of the Board of Connect (an ability to connect with people, expectations, Claire works to inspire partner and member of the firm’s EMEA independent, national organisation understand their perspectives and schoolchildren to be bolder alongside Inclusion and Diversity Committee which influences parental engagement share in their quest to make our firm a coaching and mentoring adults. She to drive the firm’s agenda on diversity policy, development and training). better place. She is a force for good. is the woman you will see stretching and inclusion. Through empowering She is a vice-chair of her local parent out her hand, bringing other women up fellow women engineers to become council and a non-executive director of over her head and taking more pride in more visible, bringing enhanced the National Youth Choir of Scotland. their success than her own. education to local schools, and driving Lindsay uses all of these experiences organisational and industry-wide to champion youth, women, and their policy, Joanne has had a wide-reaching potential both within and beyond the impact within the global engineering organisation. community.

15 WIBF 23rd Awards for Achievement wibf.org.uk When everythingWhen everything stopped, ourstopped, desire our to experiencedesire to experience the the world burnedworld brighter burned than brighter ever. than So, asever. normality So, as normalityresumes, resumes, WIBF AWARD FOR ACHIEVEMENT don’t just don’tresume just normal resume service. normal service. FINALISTS Live life Live Ten. life Ten. We’ll get youWe’ll into get the you entertainment into the entertainment events we events know weyou’re know you’re into, our expertsinto, our on-the-ground experts on-the-ground will curate will your curate trips yourto places trips to places you alwaysyou swore always you’d swore see, you’d we’ll see,secure we’ll you secure a prime you time a prime time booking atbooking that unbookable at that unbookable restaurant. restaurant.

And becauseAnd we’vebecause got we’vethe buying got the power buying of 250,000power of members. 250,000 members. We’ll do itWe’ll all at do an it exclusive all at an exclusiverate. rate. ANGELA OSBORNE CAROLYN PORRETTA DR KAY SWINBURNE CREDIT SUISSE MACQUARIE KPMG

Angela is the EMEA Head of Client and Carolyn is a Managing Director for Kay is the Vice Chair of Financial Key Account Management at Credit Macquarie’s Fixed Income division Services at KPMG, leading C-suite Suisse. She has extensive experience and sits on its Balance EMEA steering engagement for FS clients and special STARTSTART LIVING LIVING across global markets, both at Credit committee. The first of her family to projects, including ESG and . × × Suisse and prior employers. She leads go to university, Carolyn previously Passionate about supporting women to a team charged with maintaining the worked at AIG , UBS progress their careers in FS, Kay plays a relationships across more than 30 hedge Investment Bank and Bank of America. pivotal role in promoting diversity and funds and asset management firms. She is an experienced executive and mentoring schemes throughout the Angela has launched various forums non-executive director and committee firm. Prior to joining KPMG, Kay worked As Ten LifestyleAs Ten Group Lifestyle (Ten), Group we serve (Ten), the we most serve valuable the most customers valuable customers of the world’s of the leading world’s private leading banks, private banks, with the goal of promoting female talent, member. Carolyn is a long-standing in investment banking and then as a premium financialpremium servicesfinancial and services brands and as brandswell as ouras wellprivate as ourmembers. private members. including a Women’s Financial Summit volunteer with small local charities Member of the European Parliament, and the Credit Suisse and BlackRock such as The Girl’s Network and the serving as Vice Chair of the European Women’s Summit. Angela acts as a Junior League of London. She sits on Parliament’s influential Economics Ten’s corporateTen’s clientscorporate leverage clients the leverage service the to acquire,service toengage acquire, and engage retain andaffluent retain or affluent high net orworth high net worth formal mentor, but also as a trusted the board of Croydon Churches Housing and Monetary Affairs Committee, confidante, on an informal basis, which Association, and is a member of the shaping EU and global financial services customers.customers. Clients often Clients see their often return see their on investment return on investment (ROI) triple, (ROI) including triple, revenue including growth, revenue net growth, promoter net promoter reflects her inclusive nature and passion Audit, Risk, Investment committee of legislation, including setting up the EU score, and score,digital andtransformation. digital transformation. to help women make an impact. Engineering UK. She is a passionate supervisory bodies (ESAs, SSM, SRM), and inspirational senior role model who capital markets union (EMIR, MiFID II, actively supports other women daily. Prospectus), and the broader banking A selectionA of selection Ten’s global of Ten’s clients global include clients Royal include Bank Royal of Canada, Bank ofMerrill, Canada, Swisscard, , Swisscard,Westpac, and Westpac, DNB. and DNB. union files. In the UK, weIn the are UK,proud we toare be proud partners to be with: partners with:

Proud sponsorProud of sponsor of Learn moreLearn about more usabout at www.tenlifestylegroup.com us at www.tenlifestylegroup.com the WIBF awardsthe WIBF awards 16 WIBF 23rd Awards for Achievement wibf.org.uk WIBF FUTURE LEADER AWARD FINALISTS

REBECCA DRUMMOND RASHMI GHAI ALICIA KREBS REFINITIV CITI CLS

As a World-Check One Product Manager As a Director in Banking, Capital As Head of Business Operations at CLS, at Refinitiv (now LSEG), Rebecca is Markets and Advisory at Citi, Rashmi Alicia is the lynchpin of the division leading the development of a cross- demonstrates that women from a non- tasked with expanding the business platform API. She played an integral role traditional background can succeed in of the firm. She formed the strategy to in introducing an internal database which a senior client-facing role. Her resilience motivate global regulators to support will revolutionise reporting and financial and determination while working in a the creation of further solutions to tracking, and drive best practice across difficult and demanding business area remove risk from FX markets, writing a the business. While in New York, she and managing a family with two young white paper to this end. She leverages At Credit Suisse we recognise the importance of creating a more gender led the development of a “significance” children, makes an inspiring role model. skills developed during her time with algorithm alongside completing Through her work as Co-chair of Citi the , the US Treasury balanced workplace for the future. Therefore we are delighted to sponsor the postgraduate studies in International Roots, she is making an impact at every and in consulting to advance the Future Leader Award at the 23rd WIBF Awards for Achievement. Business. An active member of Refinitiv’s level of her organisation by supporting firm’s regulatory agenda through her Women’s Network in New York, Rebecca and leading diversity and inclusion expert advice, external advocacy and also sat on the board of The American initiatives to inspire the next generation. networking. A mentor to other women This category celebrates young talents who not only excel in their day job but Scottish Foundation. Back in London, These efforts have been recognised by at CLS, Alicia co-leads CLS’s Women’s are also inspirational role models for others. Rebecca launched a lecture series within Citi’s senior leadership and are helping Forum and volunteers with the Junior Refinitiv to promote female speakers and Citi to become a more welcoming and League of London (awarded JLL Active enable networking; she has also applied inclusive workplace. Member of the Year 2018-2019). Good luck to the nominees. to be a mentor with The Girls’ Network. credit-suisse.com

Copyright © 2021 Credit Suisse Group AG and/or its affiliates. All rights reserved. 17 WIBF 23rd Awards for Achievement wibf.org.uk WIBF FUTURE LEADER AWARD FINALISTS

AYESA LATIF DEBBIE PHILLIPS HERMIONE STOREY-MACINTOSH TAMSIN WEAVER CITI NATWEST GROUP KPMG CREDIT SUISSE

Ayesa is Head of FX Electronic Sales Debbie works tirelessly to ensure Assistant Manager, Management Since joining Credit Sales at EMEA at Citi. Her team is ranked women are supported at NatWest. Consulting for KPMG, Hermione has Credit Suisse, Tamsin has made the #1 Ecommerce FX sales team in She does this in her role as Head of worked with multiple banks to deliver quite an impact in terms of P&L EMEA. She makes an active effort Campaigns, calling for better female transformative regulatory-driven production, account coverage to hire diverse talent and her team representation in advertising in change, specialising in Financial and in demonstrating teamwork shows how increased diversity order to reach women and inspire Crime. Hermione established ‘FS and leadership capabilities. correlates to higher performance them to reach their full potential in Connections’ where she matched Tamsin is an intrinsic part of the and revenues. As the regional their careers and in business. She over 750 colleagues across KPMG’s IG Opco Committee helping to champion for the annual Citi E for also leads a 13,000 strong women’s Financial Services community shape the future strategy of the Education campaign, she leveraged network, creating opportunities for into diverse groups stimulating CS credit franchise. Recently she her team and platforms to generate NatWest colleagues to grow and new, meaningful connections and was nominated for a place on the US$8 million. Ayesa sits on the learn together. She leads her teams encouraging inclusion. She was highly-acclaimed CS ‘Accelerated Senior Practitioner Committee for by role-modelling great leadership integral in bringing ‘Employee Leadership Programme’. Tamsin is an 100 Women in Finance. She works behaviours: credibility, expertise and Appreciation Week’ to KPMG which active ‘Women Connect’ committee with a local non-profit organisation resilience. Her openness to share facilitated over 5,000 nominations member, focused on inspiring and to personally sponsor a week-long her own challenges is refreshing and of appreciation between colleagues connecting women across the firm Science, Technology, Engineering inspiring; she breaks down barriers in its first year. Hermione also through creating gender positive and Maths (STEM) programme to 400 and taboos across spheres – mental champions well-being causes in the initiatives and events. She has underprivileged children in London health, gender and socio-economic wider community. Having previously recently been appointed as the schools. diversity. run a marathon to raise funds for ‘Diversity Delegate’ for Global Credit Mind, she is currently campaigning Products, reporting on gender to become an Ambassador for the specific issues and advancement Prince’s Trust. within the business.

18 WIBF 23rd Awards for Achievement wibf.org.uk WIBF CHAMPION FOR WOMEN AWARD FINALISTS

SAM COOPER-GRAY JOANNE HANNAFORD LISA LONDON HSBC GOLDMAN SACHS CREDIT SUISSE

Sam, Head of Propositions Global Joanne is Head of Engineering Lisa, EMEA Head of Settlements and Business Banking at HSBC, is the in EMEA at Goldman Sachs. Cash Management at Credit Suisse, global Co-chair of HSBC BALANCE, Throughout her 30-year career is passionate about advancing leading a network of over 50,000 as a software developer, she has the gender agenda and has taken members, advocates and senior remained committed to providing proactive steps to lead and inspire ambassadors to deliver gender upskilling and development female advancement across the UK balance as the norm at HSBC. Sam is opportunities to women in order and globally. Lisa created female Proud sponsors of the a Board Member for Women on the to bridge the gender skills gap in talent programmes which have led Wharf, a network of networks across science, technology, engineering to the promotion of more than 50 Champion for Women Award . In January 2020, Sam and maths (STEM). Not only does women in 2018-19 and her personal led the creation of a cross-company she take an active role in the firm’s commitment has been recognised mentoring programme connecting diversity agenda to attract, nurture by Credit Suisse with a CEO Global cynergybank.co.uk/careers senior leaders with talent across 20 and promote women engineers, but Employee Award, recognition as a firms. A NED for a Jersey company, she also advises on a number of UK Culture Carrier, Emerging Leader advising on diversity and inclusion, boards so as to achieve gender parity Programme nomination and a place Sam is a mentor both within HSBC in the broader STEM industry. Joanne on the UK Gender Working Group. and externally. Sam was announced is also committed to providing She is Co-chair of EMEA Women’s as a Brummell Influential woman high-quality education to young girls Network with 3000+ members and of 2019 for her work on the gender in school in order to drive a more creator/Co-chair of Women Connect, agenda. equitable technical pipeline for the spanning nine locations with 700+ future. members globally.

19 WIBF 23rd Awards for Achievement Cynergy Bank Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conductwibf.org.uk Authority and the Prudential Regulation Authority. Eligible deposits with Cynergy Bank are protected by the UK Financial Services Compensation Scheme. WIBF CHAMPION FOR WOMEN AWARD FINALISTS

OLIEMATA O’DONOGHUE ANDREW PITT NDIDI SCOTT HELENA THERNSTROM HSBC CITI HSBC RBS (NOW NATWEST)

Oli, Head of Region London and Andrew’s achievements as a Ndidi is Country Head of Client Head of Legal, Asset and Invoice South Branch Network at HSBC is champion for women have been Lifecycle Management for HSBC Finance at RBS (now NatWest), wonderwoman. She is a role model entirely self-motivated. As Global Private Banking. Through mentoring Helena is nominated for the for everyone in the industry. A key Head of Citi Research, he is and sponsorship of female talent, cumulative body of work and driver of HSBC’s diversity agenda, committed to Citi GPS research volunteering to support external positive change that she continues Oli is currently the Diversity and making a lasting contribution to diverse young emerging talent, to deliver within the Bank and the Inclusion Lead for the Branch promoting gender equality. Keeping her leadership and co-chairing of wider industry, and for the significant Network in the UK and Co-chair of gender economics at the of a results-driven committee, Ndidi difference she has made to countless the Embrace Employee Resource Citi’s research programme through has shown her relentless pursuit individuals. She is a visible leader and Group; she is passionate about regular new publications and events, of, and support for, diversity. advocate of diversity and inclusion BAME representation, inclusion and Andrew’s track record shows his Ndidi is a passionate advocate for who works tirelessly to support and diversity in the workplace. She also major practical contribution to inspiring women and championing promote women in all aspects of chairs the Regional Communities gender equality through promoting diversity. She continues to push the both her professional and personal Committee. Oli mentors female and research and awareness, through boundaries of what it means to be a life. Her prolific work and output span male colleagues and was named a workplace initiatives and through black woman in banking and finance. the Bank, the asset finance industry, top 100 BAME business leader in 2018 promotion metrics. Andrew has also Whilst a highly-skilled professional, pro-bono work and inspiring the next and 2019. We know that Oli is making devised a major survey of gender she has also focused her efforts to generation. the banking industry, and HSBC, equality in the investment research champion a change within banking better every day. industry which he uses as a critical and use her story, voice and network management information tool that is to inspire and influence. updated annually for recruitment and benchmarking purposes.

20 WIBF 23rd Awards for Achievement wibf.org.uk WIBF TEAM AWARD FOR DIVERSITY Goldman Sachs is proud to sponsor FINALISTS the Team Award for Diversity.

When we unite around a common goal, we make progress together. That’s why Goldman Sachs is delighted to sponsor the Team Award for Diversity, celebrating the advancement of gender diversity in the workplace.

CREDIT SUISSE MODERN MUSE HR EMPLOYMENT POLICY AND EMPLOYEE RELATIONS TEAM, Working together, we see the potential in the world to create Credit Suisse’s Modern Muse programme (now, Credit more. To turn big ideas into realities. To challenge ourselves Suisse Inspire) aims to excite, inform, inspire and motivate Our new, ambitious and progressive HR policies – Parent the next generation of female leaders and entrepreneurs Leave, Special Leave and Smarter Working – transformed to look ahead and make things possible. For us, it’s all about from varied socio-economic backgrounds. The programme how we support our diverse and multi-generational achieves this by providing transparency into careers colleagues and encourage greater gender diversity. Working bringing together people who are curious, collaborative and in finance and technology plus access to positive role as a cross-organisational team, we challenged ourselves reflect the diversity of the communities and cultures in which models. The team, from across the organisation, sources to think differently and creatively about how we could 80+ volunteers to deliver stimulating content, and has properly support colleagues’ differing life circumstances. we operate. empowered 1600+ girls as they embark on their education We engaged senior leaders and influencers to support and and career journeys. The team develops networks and champion the new policies – this was vital for success. personal skills that improve individual careers and tackle The new policies support our vision of creating a working current diversity gaps [currently and,] while, through environment where colleagues feel able to perform and empowerment, safeguards the future. progress, while bringing all that is unique about them to the workplace. Make things possible. goldmansachs.com/careers

21 WIBF 23rd Awards for Achievement © 2020 The Goldman Sachs Group, Inc. All rights reserved. Goldman Sachs is an equal opportunity employment/affirmative action employer Female/Minority/Disability/Vet. wibf.org.uk WIBF TEAM AWARD FOR DIVERSITY FINALISTS

CITI WOMEN NETWORK AND CITI WOMEN HSBC BALANCE MACQUARIE INFRASTRUCTURE DEBT INVESTMENT PRIVATE BANKING UK BALANCE COMMITTEE (PBUK RBS WOMEN MENTORING COMMITTEE SOLUTIONS INVESTMENT TEAM (MIDIS IT) BALANCE), HSBC HSBC BALANCE is a gender diversity network, with RBS Women (now NatWest Gender Network), The Citi Women London Network is Citi London’s more than 50,000 members in 43 markets around the While successfully deploying substantial investor PBUK Balance is a branch of HSBC’s Global Balance the bank’s gender network, has 13,000+ members largest network and continues to increase its world, actively engaging both men and women striving capital since inception, MIDIS IT has built out the network. Formed in 2011 and led by volunteers, PBUK worldwide (more than a quarter of members are membership annually. Citi’s female talent retention is for gender equality at HSBC by creating an environment client-facing business while placing diversity and Balance focuses on improving gender diversity men). The network was responsible for more than 250 largely attributed to its culture, including investment where gender balance is the norm. HSBC BALANCE flexible working at its core. Key achievements during within the department. Through its activities, the activities in 2019, including introducing a mentoring into this Diversity Network. The programme supports has recently launched three major global programmes the 18 months to December 2019 include hiring five committee has improved and promoted PBUK’s app, running a bank-wide development programme for women returning from maternity leave by regularly to support the improvement of gender equality at women (out of six new recruits) into the London team, reputation as an inclusive business. Their successes junior women and launching the ‘50 Ways to Fight Bias’ hosting panel events. The Mentoring Programme HSBC – BALANCE Ambassadors, BALANCE Advocates the appointment of a female returner into a Director- include an inspirational speakers’ series, career stories initiative. The volunteers running the network oversee has senior male mentors from diverse business lines, and BALANCE Coaching Circles. Celebrating its 10th level role and promotion of paternity leave, with two showcasing female role models, return to work buddy 30 different strands and regions. In 2020, the team benefiting the mentors’ understanding of gender birthday in 2020, HSBC BALANCE works across all new male parents taking several weeks of leave. The scheme, networking workshops and a highly successful launched a bank-wide speed mentoring programme diversity issues. Mentee feedback encapsulates the HSBC businesses supporting employees and leaders MIDIS IT is an energetic and dynamic business where mentoring programme. PBUK Balance has utilised its and is working with the personal bank to create a network’s value: “My mentor… is the best thing that has and providing thought leadership on key inclusion open communication and technology tools to enhance internal strategy to promote gender balance through product to help the predominantly female customers happened to me in progressing my career. Simply put, topics to help demystify aspects of diversity and the effectiveness of remote working and healthy minds an external client-focused strategy which has seen who are victims of financial coercion. thanks to her I am still here and positive – more than inclusion. are promoted and valued. PBUK become a founding partner of WealthiHer and ever.” establish a partnership with Allbright.

22 WIBF 23rd Awards for Achievement wibf.org.uk WIBF Patrons

HEATHER MELVILLE OBE MICHAEL COLE FONTAYN IRIS BOHNET SUE DAWE CCMI Independent Chairman, Albert Pratt Professor of Managing Partner at EY Director and Head of Client The Association for Business and Government Board member of Scotlands Experience, Sales and Financial Markets in and Academic Dean at The Financial Services Advisory Marketing, PwC Europe (AFME) Harvard Kennedy School Board (FiSAB) and Scottish Co-Director of The Women Financial Enterprise (SFE) and Public Policy Programme

I am truly honoured to As a WIBF patron I am delighted that Diversity across all “be a Patron for WIBF. WIBF I“ have even more “WIBF works on levelling “levels of the workforce is fully embodies all of the ability to speak and the playing field for men not only the right thing to core values and principles advocate for inclusion, and women in financial do, but it results in better, required to drive the diversity, mentorship services. We cannot more informed outcomes, transformational changes and sponsorship of get rid of gender bias, and should be front of mind that organisations need women. but we can disrupt it when it comes to recruiting to recognise and embrace ” by re-designing our and retaining the best the sometimes hidden organisational practices, talent. It is fundamental talent that lies within procedures and that there is an inclusive their businesses. I am cultures. culture in the workplace, extremely proud of the ” where the right tone is set progress WIBF has made from the top. We all have over the 15 years that I a part to play to ensure have been involved with representation increases the network, as winning across our industry, and the Champion for Women this must go hand in hand many years ago certainly with an unbreakable sense helped to enhance my of belonging that is felt own career. ” by all. ” 23 WIBF 23rd Awards for Achievement wibf.org.uk “Our institutional WIBF Institutional Members partners come from all sectors of the industry and are committed to driving change across the sector. We’re proud of our partners and the work that they do in helping us to achieve a better environment for women working in the banking and finance sectors.”

MEDIA PARTNER

24 WIBF 23rd Awards for Achievement wibf.org.uk This is the moment she learned Thank you to the Presidents of WIBF about the gender pay gap. Our success over the last 40 years would not have been possible without you. We should all feel this way. That’s why Citi has committed 1980 - 1981 Margaret Carrington WIBF Co-Founder to closing the gap. 1981 - 1982 Anne Watts Natwest/Midland Bank 1982 – 1983 Susan Law Natwest Bank, WIBF Co-Founder 1983 - 1985 Kathryn Riley RBC/County Bank 1985 - 1986 Phillipa Greaves Saudi International Bank 1986 - 1987 Beryl Bakewell Hypobank 1987 - 1988 Patricia Burningham Merrill Lynch 1987 - 1988 Christine Coe Barclays Bank 1988 - 1989 Fay Simcock KPMG 1989 - 1990 Kathy McElhatton NatWest Bank 1989 - 1990 Joanne Phillip 1989 - 1990 Saleha Lahiani Al Rahji Bank 1990 - 1991 Anita Gray NatWest Bank 1991 - 1993 Caroline Gaffney NatWest Bank 1993 - 1994 Julie Browne NatWest Markets 1994 - 1998 Amanda Beckley NatWest Markets/Mars 1998 - 2000 Sharon Davies NatWest Bank 2000 - 2006 Pandora Omaset JP Morgan Asset Management 2006 - 2011 Christine Lawrence Independent Consultant 2011 - 2014 Sylvana Caloni SC Executive Coaching 2014 - 2017 Janet Thomas Infinity Capital Partners 2017 - 2020 Vivienne Artz LSEG 2021 - Anna Lane The Wisdom Council

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25 WIBF 23rd Awards for Achievement wibf.org.uk Inc. Citigroup of marks service registered are Design Inc. Citi and with Arc Citigroup © 2020