Live panel event
The Predictive Adviser
How leading advisory firms anticipate client needs, identify opportunities before competitors, and turn commercial signals into stronger client relationships.
Join senior leaders from Linklaters, HSBC, Cooper Parry, Harken and Beauhurst for a breakfast discussion on how the next generation of advisory firms are moving beyond reactive service delivery towards earlier, more strategic client engagement.
Limited to 50 seats · In person only
Speakers
Tricia Weener
Global CMO, Linklaters
Sal Mingoia
Partner, Cooper Parry
Alex Threipland
Head of Early Stage Banking, HSBC
Charles Thornhill
CEO, Harken
Henry Whorwood
Managing Director of Insights, Beauhurst
About this event
Across accountancy, legal, banking and the wider professional services, firms are investing heavily in AI, market intelligence and client insight. Yet many still struggle to turn that information into action — to spot the opportunity, or the client need, before a competitor does.
This session brings together senior leaders from across professional services to examine what separates genuinely predictive advisers from reactive ones, and where intelligence is already driving measurable commercial value. Expect a moderated discussion, audience Q&A, and informal networking over breakfast.
On the panel
The people at the table
Five leaders from law, accountancy, banking and data on what it takes to see round corners for clients.
Tricia Weener
Global CMO, Linklaters
Leads global marketing at one of the world’s largest law firms, where client intelligence shapes how it goes to market.
Sal Mingoia
Partner, Cooper Parry
A partner at one of the UK’s fastest-growing accountancy firms, focused on how advisers stay ahead of client needs.
Alex Threipland
Head of Early Stage Banking, HSBC
Leads HSBC’s early-stage banking, working with high-growth companies from the ground up.
Charles Thornhill
CEO, Harken
Heads Harken, bringing a founder’s view of building intelligence-led advisory from scratch.
Henry Whorwood
Moderator · Beauhurst
Managing Director of Insights at Beauhurst, leading research on the UK’s private companies and investment landscape.