Webinar

COO 2.0: From operator to innovator in fund management

Join our expert panel as we explore the evolving role of the Chief Operating Officer in financial services. Discover what the next generation of COOs will look like as they navigate operational excellence, spearhead strategic innovation and lead sustainable growth.

coo innovator

About the webinar

On-demand

60 minutes: Recorded on 25 June 2025

In today’s fast-evolving fund management landscape, a new generation of Chief Operating Officers (COOs) is emerging, challenging the status quo and redefining the role. These modern 'COO 2.0' leaders go beyond operations, driving growth strategy, leading digital transformation, navigating complex risks such as cybersecurity, and building influential personal brands

This shift goes beyond the adoption of new tools and systems, with modern COOs being pivotal in workforce development and guiding financial services firms through complexity and change. As a result, strong interpersonal skills have become vital to fostering growth and building organisational resilience as well as working with third parties, assessing new risks and opportunities driven by technological advancements.

Please access the recording below.

coo nextgen

Today’s COOs are not just managing operations, they are emerging as transformative leaders who steer strategy, drive innovation, and lead organisational change, positioning their firms for long-term success.

Webinar details

Our expert panel brings together insights from fund manager COOs, a fund manager COO recruitment specialist, and a fund manager technology managed service provider to offer a comprehensive view of how the COO role is changing in financial services and what the next generation of COOs will look like.

What you'll learn:

  • How the role of the COO within fund management is changing
  • What skills the next generation of COOs within fund management need
  • How COOs are preparing for and leading digital transformation and AI integration
  • What strategies for building operational resilience should be used
  • How the relationships between COOs, CIOs, and CEOs are shifting

View now to discover why Chief Operating Officers must now be innovators and not just masters of operations.

    Panel

    Henry Duncombe

    Henry Duncombe

    Managing Director, Lanware

    Henry is the Managing Director of Lanware, the leading IT managed service provider and cyber security partner to the financial services industry. Henry has worked with COOs in investment management for over 20 years, seeing the COO role evolve significantly.

    Kirsty Wilman

    Kirsty Wilman

    Chief Operating and Financial Officer, Rebalance Earth

    Kirsty is a chartered accountant with over 22 years of experience in finance and operations within the private markets sector. She is now the Chief Operating and Financial Officer at Rebalance Earth, a boutique asset manager specialising in nature-based investments.

    Mush Ali

    Mush Ali

    Founding Partner, One Ten Associates

    Mush is the Founder of One Ten Associates, an award-winning recruitment firm specialising in non-investment hires within the fund management sector. With almost 20 years’ experience and having worked with over 1,000 funds, Mush is known for his strategic approach to placing senior leaders and emerging ‘Next Gen’ operational talent.

    Chris Taylor

    Chris Taylor

    Chief Operations Officer, CG Asset Management

    Chris joined CG Asset Management in 2014 and has been the COO since 2019. He leads the IT, Cyber Security and Operations functions within CGAM, and his overriding goal is to ensure efficiency, security and quality for all areas of the firm.

    Facilitator

    Bryn Morgan

    Bryn Morgan

    Head of Business Development, Lanware

    Bryn runs business development and client relationships at Lanware with over 25 years of experience as both a client and provider of technology services. Bryn regularly speaks to COOs within investment management and acts as a strategic advisor to Lanware clients.

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