A Meeting of Minds Gatekeepers is a day long forum with a blend of fund management, that are primarily responsible for researching and selecting the most suitable stocks, bonds, or other securities in alignment with the fund's outlined strategy in the prospectus.
In summary, your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers, you address the subjects which matter to you, and all in a time-efficient manner.
Who will be in the room?
Heads of Fund Selection and Fund Research from the top 100 advisory and discretionary UK wealth management companies across both Wealth Management and Advisory – which we collectively call Gatekeepers
What does it cost?
- The event is free to attend and CPD accredited.
Benefits of attending - how the event is shaped
- Beyond the Boardroom – structured networking with a twist that will let you connect with peers and build valuable relationships
- Strategic collaboration – share best practices and tackle key industry challenges through an informal breakfast, a seated lunch, and post-event drinks to keep the ideas (and the good times) flowing
- Visionary inspiration – hear from brilliant keynote speakers who knows everything about the latest industry news and innovations
- Tailored experience – customise your itinerary with roundtables and discussions on the topics that matter most to you
Be captivated by exclusive upcoming roundtable discussions that include:
- Geopolitics
- Innovation
- Investment trends
- Portfolios
- Sustainability
Get ready for a day like no other - where the sharpest minds in fund selection and investment research come together to challenge thinking, spark debate, and uncover the next big opportunities.
AJ Bell
,Head of Investment Research
Alder Investment Management Ltd
,Chief Investment Officer
Alpha Investment Office
,Founder and Managing Director
Atomos
,Head of portfolio management
BRI Wealth Management PLC
,Head of Investment
Bowmore Asset Management
,Research Analyst
Broadstone Ltd
,Investment Director
Cavendish Ware Limited
,CIO & Head of Investment
Cazenove Capital
,Portfolio Director
City Asset Management Plc
,Chief Investment Officer
Copia Capital Management
,Senior Portfolio Manager
Credo
,Chief Investment Officer
Downing LLP
,Fund Manager of MGTS Downing Fox Funds
EQ Investors Limited
,Portfolio Manager and Senior Analyst
Frank Investments Limited
,Chief Investment Officer
Hay Hill Wealth Management
,Chief Investment Officer
IBOSS Asset Management Limited (acquired by Kingswood)
,Chief Investment Officer
IWP Investment Management
,Interim Chief Executive
Independent Consultant
,Independent Consultant
Investec Wealth & Investment (UK) (A/R Rathbones)
,Head of Research - London
LeifBridge Investment Services
,Investment Manager
Lincoln Private Investment Office
,Chief Investment Officer
MI Capital Research Limited A/R Defaqto
,Head of Research
Parmenion Capital Partners LLP
,Head of Investments and CIO
Peregrine & Black Investment Management Ltd
,Chief Executive Officer
Quilter plc
,Investor
Quintet Private Bank
,Senior Investment Strategist
RSMR
,Head of Research
Redington (Acquired by Arthur J. Gallagher & Co)
,Managing Director
Sarasin & Partners LLP
,Head of MPS
Schroders Personal Wealth
,Investment Manager
Sentinel Portfolio Management Limited
,Chief investment officer
Shard Capital
,Portfolio Manager
TAM Asset Management Ltd
,CIO
The Private Investment Office
,Chief Investment Officer
Titan Square Mile
,Associate Director - Responsible Investment
Tribe Impact Capital LLP
,Chief Investment Officer
UBP - Union Bancaire Privee
,Senior Managing Director, Head of UK Fund Advisory
Union Bancaire Privée (UK) Ltd (Formerly SG Kleinwort Hambros Bank Limited)
,Head of Portfolio Construction
Alpha FMC
,Partner - Asset & Wealth Management Consulting
Door
,Head of Business Development, EMEA
Focaldata
,Business Development Director
Independent
,Chief Operating Officer
Independent Consultant
,Strategic Advisor
Keynote Speaker
,Chief Research Officer
Keynote Speaker
,Speaker and adviser on innovation, investment and strategy
Atomos
,Wealth Consultant
MetaWealth
,Manager
Quilter plc
,Operations Director
Tribe Impact Capital LLP
,Partner
Unbiased Financial Group LLP
,Chartered Wealth Manager
Event’s latest information
View Final Agenda and Schedule of the Day
Headline Sponsors
Speakers
James Kanagasooriam
Chief Research Officer at FocalData
Nikki Bhamra
A former Senior Crime Investigator, TEDx speaker and human behaviour expert
Another great-event with a wide range of interesting topics and thought-provoking discussions
Head of Fund Research , Hargreaves Lansdown Asset Management
From our March 2025 Event
Mark Davison
Delegate Relationship Co-ordinator
