FINDINGS FROM ADVISORY DISTRIBUTORS - JUNE 2016

Summary

The 21st Meeting of Minds Advisory Distributors took place on the 28th June 2016 at Tylney Hall, Hampshire. This document summarises key issues raised in the topics discussed during the roundtables that took place on the day.

A Meeting of Minds Advisory Distributors is a strategic forum organised by Owen James. It is an opportunity for some 60 plus CEOs and CIOs of the top 60 Advisory firms; product and service providers and industry experts to meet in a neutral environment where they can examine industry issues and opportunities and develop business strategies to address them.

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 CIO stream brings together 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.

The core of the Meeting involves a series of boardroom style sessions addressing a pre-researched and pre-agreed agenda, with open discussion led by objective and professional moderators. External speakers spark debate and encourage fresh and original thinking.

To find out more about taking part, please contact: Emily Landless at Owen James: emilylandless@owenjamesgroup.com or you can contact her at 01483 861334. 

This Report        

The Roundtable Sessions were moderated by:

  •          Mr Rod Bryson – Capgemini Consulting
  •          Mr Malcolm Kerr – EY
  •          Mr Roderic Rennison – Rennison Consulting
  •          Mr Lance Peltz
  •          Mr Innes Miller - Scydonia Wealth Markets Consulting
  •          Mr Rory Curran – Rory Curran Consulting
  •          Mr Jeremy Oakley- KPMG 

We are very grateful for the time and energy they have expended on making A Meeting of Minds Advisory Distributorsa 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 Strategic Partners

We would like to thank all our strategic partners, without whom the event would not have been possible. The following groups took part in the Meeting and their motivation for taking part is 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.

  • Vitality
  • Funds Network
  • Pimco
  • Square Mile
  • Carmignac Gestion
  • Architas
  • SEI Global Wealth Services
  • Synaptic Software Limited

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