Meet our IA Conference Scotland 2026 - Speakers

Lucy has worked at the FCA since 2008 across a variety of different roles. The majority of her career has been spent in Supervision, but she also has extensive experience of designing and implementing policy, having overseen the implementation of the Mortgage Market Review and the overhaul of the financial promotions rules for high-risk investments. She also spent a year in Authorisations, as Head of Department for dual-regulated firms.
Currently, Lucy is the Director of Consumer Investments. This includes the Supervision of Advisers and Intermediaries, Wealth Managers, Self-invested personal pensions, Crowdfunders, Peer to peer and Platform Firms. Lucy is also responsible for overseeing the policing of our perimeter for unauthorised business, ensuring we intervene assertively on misleading Financial Promotions.

Wendy Ferguson is Chief Executive of McInroy & Wood, an independent investment management firm. Having joined in 2012 as Director of Operations & IT, she became CEO in June 2025, the first non-family member to lead the business. Her leadership has been instrumental in the firm’s operational development and growth.

Wendy graduated in Accountancy from the University of Aberdeen and qualified as a Chartered Accountant with Price Waterhouse in 1994. She subsequently held senior roles at Scottish Widows across operations, finance, risk and the chief executive’s office, bringing extensive financial services experience to her leadership role.

Karagh is a Partner in the financial services team at global law firm CMS, specialising in UK authorised funds, asset and transition management, and long-term insurance, with 25 years’ experience.
She has extensive expertise in establishing and operating UK authorised funds, including the first real estate fund authorised under COLL, capital-protected funds and the UK’s first Tax-Elected Fund. One of a small number of UK practitioners to have established Long-Term Asset Funds (LTAFs), she regularly advises on these structures.
Karagh is recognised in Legal 500’s Hall of Fame, was named Legal 500 Scotland Finance Lawyer of the Year in 2024, and is individually ranked in Chambers. She co-authors Collective Investment Schemes – The Law and Practice.

Dorothy Hamilton is Director of Supplier Management for Asset Management at M&G plc, leading supplier strategy, governance and oversight. With over 30 years’ experience in financial services, she specialises in operational excellence, large-scale transformation and strategic change.
Before joining M&G, Dorothy spent 24 years at HSBC Securities Services, most recently as Global Head of Securities Services Operations, leading international teams across multiple markets.
She also chairs M&G Asset Management’s Diversity, Equity & Inclusion Steering Committee. Dorothy holds an MBA from Heriot-Watt University, is a Fellow of the Chartered Banker Institute and served as President of the CISI Scotland Region in 2022/23.

Liz advises on a range of policy areas, UK politics and devolved government, with a particular focus on Scotland.
Before joining Flint, she was Strategic Adviser and Chief of Staff to Scotland’s First Minister, helping shape and deliver the Scottish Government’s legislative agenda for over a decade. Her work spanned multiple policy areas, particularly the transition to net zero, developing new economic opportunities and international relations.
Liz regularly provides commentary on UK and Scottish politics and public policy.

Eddie is Scotland representative for the National Wealth Fund (formerly UK Infrastructure Bank), based in Glasgow and Edinburgh. He covers the Fund’s activities across the public and private sectors, supporting its £27.8bn commitment to investment and growth across all four UK nations, with Scotland a key focus.
Previously, Eddie was an Executive Director at the Scottish National Investment Bank and Head of Corporate Finance at Edinburgh-based merchant bank Noble & Co. Earlier in his career, he established Clydesdale Bank’s first renewable energy team and project finance offering. He is also a qualified lawyer.

Karis is Director of Culture, Talent and Inclusion at the Investment Association (IA) and a member of its Executive Committee. She leads the IA’s people and talent agenda for the UK investment management sector, shaping policy, advocating for change and delivering programmes to build a future-ready workforce.
As Managing Director of Investment20/20, Karis leads the sector’s flagship early-career talent initiative, connecting employers with emerging talent, building a cross-industry learning community and sharing insights to help members develop talent strategies that meet evolving business needs.

Sara is Chief Executive of Prosper (the Scottish Council for Development and Industry), bringing together business, industry, trade unions and civic society to grow Scotland’s economy. Since taking the helm in 2019, she has strengthened the Council’s cross-sector membership and represents members on key Scottish Government business groups.
Previously, Sara was Director of the Institution of Civil Engineers in Scotland and served on the Infrastructure Commission for Scotland. She chaired the Green Heat Finance Taskforce and has held non-executive roles with Construction Scotland Innovation Centre (now BE-ST).
Her career spans economic development, EU innovation programmes and the Glasgow Edinburgh Collaboration Initiative. She holds a BA (Hons) in Modern Languages from the University of Stirling.

Andrew became CEO of Aubrey in March 2022, having joined the firm in 2019 as Chief Operating Officer, Chief Compliance Officer and Director.
Previously, he spent six years at First State Investments, working in EMEA Distribution, leading Stewart Investors’ Institutional Client Team and serving as Chief of Staff, focusing on strategy, planning and business coordination.
Before entering investment management, Andrew served as an Officer in the British Army from 1992 to 2012, undertaking active service internationally alongside policy and planning roles at the Ministry of Defence and Army headquarters.
He holds a degree in Mechanical Engineering, a Master’s in Defence Technology and the Investment Management Certificate.