Your host
Indre Butkeviciute
Twenty years inside private wealth, and one mission that pulled her out.
Indre spent twenty years inside the world of private wealth. Eight of them at Morgan Stanley Private Wealth Management in London, advising high-net-worth and ultra-high-net-worth clients across Iceland and the Baltic States. Then a London family office she co-founded. Then Lily Advisory, the company she built in 2015 to bring that same strategic depth to a different group of clients: the women the industry was talking about, but rarely talking to.
Her credentials are not negotiable. UCL economics. CISI Level 6 Certificate in Private Client Investment Advice & Management. Securities & Investment Institute Level 3 in Investments. Featured in Citywire.
She has guided 100+ women into value-aligned portfolios using the Intuitive Investor Method™, her own framework, built for women who want clarity, not jargon.
WIN is where it all comes together. Over four days, she will sit you down, look at where you actually are, and show you what to do next.
You will not leave with notes. You will leave with investments.
20 Years Experience
Morgan Stanley Alumna
UCL Economics
CISI Level 6
Featured in Citywire