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IMpower incorporating FundForum
10 - 13 May 2022
The Grimaldi ForumMonte Carlo, Monaco

David Montgomery - Virtual Speaker
CEO at M&G Wealth Management


Over the last decade David Montgomery has had high-level engagement in all aspects of transformation change and operational management in the insurance, pensions, wealth management and retail banking segments of the financial services market.

Upon joining M&G plc in January 2020 David was instrumental in the creation of M&G Wealth in September of that year. Bringing together existing businesses Prudential Financial Planning and M&G Direct with the newly acquired wealth platform business Ascentric, assets under management and administration for M&G Wealth, as a whole, total £28 billion.

Before joining M&G, David was the Chief Operation Officer (COO) of Transamerica (USA) where he led Operations, Technology, Customer Service and Supplier Management for the Individual Solutions (Insurance, Annuity and Mutual Fund) business.

Prior to this Colorado-based role David was Transformation Director of AEGON UK, leading large scale change programmes. This followed on from a 10-year period at Scottish Power in the Utilities sector covering a variety of roles across IT and Operations.

David lives in Larbert, Scotland and is married with two children.

Agenda Sessions

  • Defining the future of wealth management: Leadership, data, technology, responsibility, compliance and returns