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David Dalton - Brown
Director General at TISA


David Dalton-Brown is a highly experienced senior executive who has led a range of major leading investment and online digital businesses that have shaped the development of investment management and distribution markets in the UK.

Main roles 

•Director General TISA – Head of the leading UK financial services, pan industry savings and investments association.
•NED Aegon UK, Scottish Equitable and Cofunds.  Chairman Aegon Investments. Joined the Board of Aegon UK as the business transitioned from a traditional L&P business to a modern, digital asset aggregation platform business. This transition seeing the disposal of legacy business, the development of a market leading digital platform and the acquisition of  Cofunds and Blackrocks pension business.
•Chairman of TISA Exchange (TeX) - TeX is the industry body that controls / develops the standards and contracts for all UK ISA and Investment account transfers.
•Head of Fidelity FundsNetwork platform and Retail Business – led development of the business from £3 billion AUA to £28 billion AUA over 5 years, taking the business from a funds supermarket to a full long term savings platform (becoming the UK’s leading ISA manager and taking 7% of UK SIPP market).
•Head of Barclays Investment Businesses – responsible for all aspects of the development and operation of Barclays £12b investment business
•Head of Barclays Retail Investment Platform Businesses – responsible for all aspects of the development and operation of Barclays £20 billion investment platforms that support Barclays UK & International retail banking and all 3rd party distribution
•Partner KPMG – lead insurance partner at a number of major UK / International insurers
•Head of the Exchange – led turnaround of business with the Exchange becoming the UK’s leading online quotation service
•Senior executive positions at Norwich Union and Prudential – senior exec roles in business development, IT, Banking, e-commerce and operational transformation

Agenda Sessions

  • Learning to experiment in a fast and furious era without reaching your tipping point

  • The impact of Open Finance on wealth managers and asset managers