This roundtable will build on their previous productivity series, taking place between 8 am and 10am.
Who will be in the room?
Bringing together key influencers from the top Wealth Managers, Private Banks and Advisers.
What does it cost?
- Participation is by invitation only, there is no fee to attend.
Benefits of attending - how the event is shaped
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Visionary inspiration, providing insights into how consolidation can influence productivity, before opening up to a discussion on the volume, variation and challenges of consolidation that are being seen throughout the industry.
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Strategic collaboration, with fellow senior leaders over breakfast - so do come hungry!
Example schedule of the morning:
8:00 am - 8:10 am
- Welcome Chair: Gilly Green, Director at FoxRed Insight
8:10 am - 8:20 am
- Consolidation and productivity recap
8:20 am - 8:40 am
- Current market dynamics
8:40 am - 9:50 am
- Polling questions and discussion
9:50 am - 10:00 am
- Summary, next steps and back to work we go
To find out more about what the agenda for the morning will look like, see below.
To register please use the request an invitation button below or reach out to John Hall.
Event’s latest information
Example agenda for the morning
This event is proudly sponsored by:
