Hear from your hosts as we kick off an evening of bold ideas, fresh insights, and meaningful connections exploring the forces reshaping today’s markets.
Drawing on the latest Investment Trends research, we'll discuss insights into investor behaviour, emerging opportunities, and how to win relevance in the UK's evolving market.
From influencer trust to AI scepticism, the UK retail investor landscape is shifting fast. This panel brings together platform leaders to examine the real state of AI adoption, why most educational content fails to convert, and what the data says about the features investors are asking for — but aren't getting. The result: a candid look at what it takes to compete for mindshare in the intelligence age.
Connect with your industry peers and share knowledge, moving the industry forward together.
David Grant is a highly experienced capital markets and financial services executive with over 25 years of leadership across global online brokerage, derivatives trading and fintech-enabled investment platforms. His career spans senior executive and board roles at some of the world’s leading retail and institutional trading firms, including at DriveWealth, OANDA, GAIN Capital (acquired by StoneX in July 2020), optionsXpress (acquired by Charles Schwab), and City Index. Mr. Grant was also the co-founder of Gotrade, the first fractional share trading platform in Southeast Asia.
Eric joined Investment Trends as CEO in 2022. He brings more than 30 years of international financial markets leadership experience, with a strong track record of growing businesses through market cycles and leading M&A. Prior to Investment Trends, Eric was CEO of Ausiex for nine years within CommSec/CBA, where he scaled the business into Australia’s largest wholesale broker and played a key role in its divestment from CBA.
A seasoned expert in fintech, Vladimir helps banks, brokers and investment managers transform their retail investing experience across desktop and mobile to support their users.