This live event will cover what separates good advisory firms from truly exceptional ones? Drawing on Dimensional’s Global Advisor Study and decades of work with advisers worldwide, Peter Wozniak, Regional Director, Practice Management, and Paul Catt-Camfield, Regional Director & Vice President, will explore the key pillars of a high-performing practice. You’ll come away with a practical framework for assessing where your business stands today and identifying the levers that can take it further.
Peter Wozniak and Paul Catt-Camfield
Peter Wozniak
Peter Wozniak is a Regional Director based in Dimensional’s London office. As a key member of Dimensional’s Practice Management team, Pete works in EMEA and globally with firms across the financial advice and wealth management industry, helping them gain insights into their business, reviewing key metrics and sharing ideas for strategic action. He also actively contributes to the design and execution of Dimensional’s Global Advisor Study and Global Investor Study. The insights from these global studies lead to work with clients in business planning, operations, client experience, human capital, business growth and succession planning, all of which are important components of Dimensional’s broader client experience, Dimensional 360®️.
Prior to joining Dimensional, Pete worked closely with financial advisors, wealth managers and strategic partnerships at Vanguard and M&G. He started his career in the investment platform space, supporting clients with key processes and operations at Transact and Hargreaves Lansdown.
Pete has a Bachelor’s degree in Philosophy from the University of Warwick and is a CFA Charter holder.
Paul Catt-Camfield
Paul Catt-Camfield is a Regional Director and Vice President based in London, working closely with financial advisers in Ireland and the UK. In this role, he helps advisers understand capital markets research, assists in communicating investment concepts, and consults on business development and practice management issues.
He has more than 30 years of experience working with financial advisers. Prior to joining Dimensional, he worked as an account manager with a large insurer and platform provider and as a financial planner in a wealth management business.
Paul holds a Diploma in Regulated Financial Planning and a BSc in Geography from Kingston University.