Elston CPD Redefining Adviser Value - Page 16

Biographies Shweta Agarwal, Ph.D. Shweta Agarwal is Head of Behavioural Insights at BirthStar®. Shweta holds a PhD in Management Science (Decision Sciences) at the London School of Economics which was sponsored by the AXA Research Fund. Shweta completed her M.A.St in Mathematics at the University of Cambridge as a Cambridge Commonwealth Trust Scholar in 2006 and her BSc with Honours (Distinction) at the University of Mumbai in 2005. From 2008 to 2013, Shweta worked periodically as a Quantitative and Behavioural Finance Consultant at Barclays, conducting research for global strategic and tactical asset allocation models as well as building wealth simulation and risk rating tools. Until 2012, Shweta was a Quantitative Analyst at Decision Technology performing analysis for market research projects. Henry Cobbe, CFA Henry Cobbe is Managing Director and Head of Research at BirthStar®. Henry graduated with a first class MA(Hons) degree from the University of Edinburgh and since 1999 worked at leading investment managers including Schroders plc, Thames River Capital LLP and as a partner at Nevsky Capital LLP. Henry is an IMC holder since 2000 and a CFA charterholder since 2004. In 2012, Henry set up BirthStar® to research develop technologybased investment propositions centered around the application of Behavioural and Lifecycle Finance. About BirthStar® BirthStar® is a research and advisory firm that brings together expertise in investment theory, behavioural science, and technology to help asset managers and intermediaries deliver engaging user experiences, and better customer outcomes. BirthStar® is a member of Level39, Europe’s largest technology accelerator. Notice This document is not an advertisement or financial promotion. It is provided for informational purposes only and is not intended to be an offer or solicitation, or the basis for any contract to purchase or sell any security or other instrument, or for Elston Consulting Limited to enter into or arrange any type of transaction as a consequence of any information contained herein. The views and opinions expressed in this article are those of the author and do not necessarily reflect the official policy or position of Mirabella Financial Services LLP. Elston Consulting Limited Registered Office 20-22 Bedford Row, London WC1R 4JS Registered in England No 07125478. Elston Consulting Limited (FRN 588364) is an Appointed Representative of Mirabella Financial Services LLP (FRN 415559) which is authorised and regulated by the Financial Conduct Authority. BIRTHSTAR® is a registered trademark and trading name of Elston Consulting Limited. © Elston Consulting Limited. All rights reserved. No unauthorised reproduction. 16