FINDINGS FROM ADVISORY DISTRIBUTORS - DECEMBER 2015

Summary
The twentieth Meeting of Minds Advisory Distributors took place on 1 December 2015 at The Berkeley Hotel, London. This document summarises the key issues raised in the topics discussed during the roundtables that took place on the day. This Meeting brings together representatives from the top sixty Advisory Distributors in the UK and operates two streams:

  • The CEO stream - those individuals who set the overall business strategy for the firm - be it a national, large regional or network;
  • The CIO stream - those involved in setting their firm’s investment strategy in terms of the products and funds they market to their clients.

Participants enjoy access to strategic insight, active involvement in shaping the industry and networking at the highest level.

These Meetings are a blend of boardroom style sessions addressing a pre-researched and pre-agreed agenda with open discussions led by objective professional moderators; keynote presentations provided by external speakers whose remit is to spark debate and encourage fresh and original thinking; all topped off with networking – both structured and unstructured.

The next Meeting will take place on Tuesday 28 June 2016 at Tylney Hall in Hampshire.  To find out more about taking part, please contact: Emily Landless on 01483 861334 or email her at emilylandless@owenjamesgroup.com.

This Report
The Roundtable Sessions were moderated by:


• David Ingram - Aim Two Three LLP
• Sarah Thwaites - BP&E Global
• Rod Bryson - Capgemini Consulting
• Malcolm Kerr – EY
• Tarryn Grant - EY
• Lawrence Emm - Independent Freelance Business Consultant
• Jeremy Oakley - KPMG LLP
• Colette Dunn - Milliman UK
• Roderic Rennison - Rennison Consulting Limited
• Innes Miller - Scydonia Wealth Markets Consulting


We are very grateful for the time and energy they have expended on making A Meeting of Minds Advisory
Distributors a success and hope you will consider this report an interesting, thought-provoking and accessible
read. As ever your feedback is much appreciated.
We would also like to thank the independent experts who were part of the sessions for sharing their
knowledge and giving us their time and energy both in the run up and on the day.

The Findings

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  • Achieving your expected growth rate. Identifying the business activities which yield results

    Leveraging data from two major studies commissioned by Dimensional in 2017, participants will take part in focused discussions covering the actions that global advisory firms are taking to achieve their expected revenue growth now and in the future. Drawing on the study results of 1,300 global advisory firms, and 19,000 advisory firm clients, the discussion will cover business development and the marketing practices that firms report they undertake, and which of these activities yields results.

  • AI - is it you or the algorithm?

    Artificial intelligence is making rapid inroads into financial services. We are already seeing algorithms taking over the more basic levels of financial advice and they will increasingly be moving up the food-chain, from specific tasks, such as asset allocation, to fully-fledged turnkey solutions. How should client-facing firms adapt to the new model?

  • Direct Lending and Peer to Peer

    Why is it the fastest growing asset class in the world right now?

  • How crucial is it to control all your client’s wealth?

    Might it be a better strategy to be your client’s key financial adviser? Increasing the amount of your client’s wealth on which you advise could be seen as an avenue for growth. However the counter argument is that having a smaller share of wealth presents a lower risk to your company and indeed the rest of your clients.

  • How do you convince your clients to pay more attention? The digital journey

    Logging on and checking your money is the adult equivalent of shaking your piggy bank. Your clients are very busy and it is difficult to attract their attention.They might log on and check the state of their portfolio - which is good - but can you deepen the connection whilst they are there?

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