Finance Your Future: Personal Wealth Strategies
This event is part of The WVC:E Summit 2024. To attend, you must have a ticket.
Beyond funding startups, learn how to grow your own nest egg. Top wealth advisors dish out savvy tips on investing, tax planning, and building long-term financial security. Because smart VCs know: your personal portfolio matters too!
This roundtable is led by Megan Caywood Cooper, CEO of Caywwood (a new WealthTech startup) and JPM Private Wealth.
Megan Caywood Cooper, CEO of Caywwood
Megan is Founder and CEO of Caywood, a new WealthTech startup based in London. She moved to the UK from San Francisco to help start Starling Bank as Chief Platform Officer, where she was subsequently awarded Forbes 30 under 30 in recognition of her work. She was subsequently headhunted to Barclays to serve as Head of Digital Strategy, and then was promoted to Chief Product Officer for Barclays UK. She also served as chairman of the Digital, Tech, and Cyber Board at UK Finance, before now starting her newest venture.
Rima Pau - VP, J.P. Morgan Private Bank.
Rima serves ultra-high net worth individuals and families in the UK to help them meet their financial goals. Many of her clients boast an international footprint and therefore have global needs. Together with the wider team, she provides tailored advice on public and private market investments, multi-generational wealth planning, global banking, lending and mortgages in the UK and abroad.