Findings from Advisory Distributors Meeting of Minds - June 2019


The twenty-seventh Meeting of Minds Advisory Distributors took place on Tuesday 25th June at Tylnley Hall in Hook. This document summarises the key issues raised in the topics discussed during the roundtables that took place on the day.

A Meeting of Minds Advisory Distributors is a biannual strategic forum organised by Owen James. It is an opportunity for some 60 plus CEOs/Managing Directors - who are responsible for setting the business strategy of their organisations - and CIOs/Heads of Investment - who set the overarching investment strategy for the organisation, to come together with product and service providers keen to engage with them on a strategic level. These Meetings provide a neutral environment where they can examine industry issues, opportunities and develop business strategies to address them.

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

The day is a blend of roundtable sessions addressing a pre-researched and pre-agreed agenda with open discussion led by objective and professional moderators; keynotes provided by external speakers whose remit is to spark debate and encourage fresh and original thinking; plus substantial networking both structured and unstructured.

To find out more about taking part, please contact Sofia Aldatz at Owen James: or you can contact her on 01483 861 334.


The Roundtable sessions were facilitated by:

  • Martyn Laverick, Soprano Consulting
  • Brod Whiting, JoyndUp
  • John Chapman, Orion Consultancy Ltd
  • Roderic Rennison, Rennison Consulting
  • Dave Edwards, Independent Consultant
  • Don Wild, Wild Ochre Consulting
  • Colette Dunn, Milliman
  • Paul Miles, Independent Consultant

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 to this Meeting and on the day.


We would like to thank our sponsors who made the Meeting of Minds possible. The following companies took part and their motivation for doing so is threefold:

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


  • Janus Henderson Investors
  • AKG Actuaries & Consultants
  • Currencies Direct
  • T Rowe Price
  • National Savings & Investments
  • Aviva Investors
  • FundsNetwork
  • Goldman Sachs Asset Mangement
  • Dimensional Fund Advisors
  • Vanguard
  • Carmignac

The Findings


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SHOWING 1 - 5 of 11