Events Calendar

A Meeting of Minds Advisory Distributors - June 2018

• 26 Jun 2018

  Pennyhill Park, London Road, Bagshot, Surrey

This Meeting operates two streams - the CEO stream brings together those individuals who set the overall strategy for the firm - be it a national, network or consolidator. The second stream brings together those involved in setting/structuring the firm's product/proposition offering.

A Meeting of Minds Asset Management - September 2018

• 20 Sep 2018

  The Berkeley Hotel, Wilton Place, Knightsbridge, London

A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2018

• 4 Oct 2018

  The Berkeley Hotel, Wilton Place, Knightsbridge, London

A Meeting of Minds provides a unique opportunity to gain strategic insights and develop new business opportunities within the world of financial services.

A Meeting of Minds Winning Advisers - October 2018

• 18 Oct 2018

  Pennyhill Park, London Road, Bagshot, Surrey

Winning Advisers are the owner managers of financial advisory firms who typically have £150M - £200M funds under management and between 3 and 20 RIs. They represent independently spirited firms prospering post RDR. The agenda will examine all aspects of their business, focusing on productivity and profitability, as well as overarching trends within the industry as a whole. This session is for those firms based in the northern half of the UK.

Paraplanning Excellence - November 2018

• 1 Nov 2018

A day of high level investment and industry updates for paraplanners based in the UK. Paraplanning Excellence is an intense day of relevant investment-focused learning for paraplanners who want to get ahead.

A Meeting of Minds Wealth Management and Private Banking - November 2018

• 15 Nov 2018

  The Berkeley Hotel, Wilton Place, Knightsbridge, London

Bringing together the CEOs and CIOs of the private banks and wealth managers. The event provides a focus on those firms who look after the financial affairs of the private client.

Just 2019 Retirement Leaders' Annual Summit

• 6 Feb 2019

  Venue TBC

The Retirement Leaders Annual Summit will bring together approximately 150 key decision makers from the largest providers and distributors to empower participants about the changing market landscape and the macro trends that will impact them in the future.

Mindful of Investing in Retirement - May 2019

• 14 May 2019

  The Royal College of Physicians, London

The goal of the day is to provide you with an opportunity to examine the sort of retirement investment solutions available as well as learn more about the bigger issues impacting this fast changing area.