Findings from MOM Advisory Distributors November 2021


The thirty-second Meeting of Minds Advisory Distributors took place on Thursday 25 November as a virtual event. This document captures the outputs from the programme of twelve interactive roundtables which took place.

This Meeting is a strategic forum organised on a biannual basis by Owen James. It brings together some 60 plus CEOs and the Heads of Investment Strategy for the largest advisory distributors in the UK: the nationals, networks and consolidators. The CEO stream will focus on issues around business strategy; the Heads of Investment Strategy will focus on innovative investment solutions as well as overarching trends.


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:

  • Martyn Laverick, Paul Harper Search and Selection
  • Brod Whiting
  • Roderic Rennison, Rennison Consulting
  • Paul Miles, Silverback Consulting
  • John Chapman, Orion Consulting
  • Svenja Keller
  • Toby Barklem, Ruffer
  • Richard Parkin, Richard Parkin Consulting

Their role was to ensure that the roundtables maintained their focus and to encourage participation from all on screen! In the virtual world, their biggest challenge was to ensure that everyone kept their videos on...We think they did pretty well!

  • Wellington Management
  • LGT Wealth Management
  • Canada Life
  • Pictet
  • Ruffer
  • Dynamic Planner
  • Aviva Investors
  • Goldman Sachs Asset Mangement
  • FundsNetwork
  • Multrees
  • Schroders
  • Dimensional Fund Advisors

The Findings