Findings from Advisory Distributors 23 June 2022


The 33rd Meeting of Minds – Advisory Distributors event took place on Thursday 23rd June 2022 in person. This document summarises the key issues raised in the topics discussed during the roundtables that took place.

The Meetings are Chatham House and thus participants are encouraged to speak openly and frankly and share insights and learning in the knowledge that any comments they might make will be non-attributable. Participants enjoyed access to strategic insight, active involvement in shaping the industry and networking at the highest level.

The Format:

This Meeting is a strategic forum organised on a biannual basis by Owen James. It brings together some 60 plus CEOs/Managing Directors - who are responsible for setting the business strategy of their organisations – and the CIOs/Heads of Investment - who set the overarching investment strategy for the organisation - for a blend of interactive roundtables addressing a carefully curated agenda, external keynotes and networking.  

We would like to thank all our sponsors whose financial contribution enabled the Meeting to take place.

The following groups took part in this Meeting and their motivation for taking part was threefold:

  •  To be, and to be seen as being supportive of the industry;
  • To understand the stresses and strains being placed on the industry and, where possible, respond to them; and
  • To talk openly with these business leaders with a view to ensuring that their businesses are strategically aligned.

We would also like to thank our facilitators. The roundtables are key to the success of A Meeting of Minds and integral to that role are our facilitators. We are very grateful for the help of:

  • Roderic Rennison
  • Richard Parkin
  • Paul Miles
  • Martyn Laverick
  • John Chapman
  • Don Wild
  • Ben Wright
  • Ben MacGregor

  • YuLife
  • Morgan Stanley
  • Fidelity International
  • Canada Life
  • Novia Financial Planning
  • Redington
  • Ruffer
  • SEI Wealth Platform
  • Goldman Sachs Asset Mangement
  • Aviva Investors
  • Schroders

The Findings


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SHOWING 1 - 5 of 13