Findings from MOM Gatekeepers October 2021


Our first Meeting of Minds Gatekeepers took place on Tuesday 12 October as a hybrid event. The findings below capture the outputs from the programme of eight interactive roundtables which took place.

This event is a strategic forum organised on a biannual basis by Owen James. It brings together heads of fund selection and fund research from the top 100 UK investment companies (FUM >£1b) across both wealth management and advisory.


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
  • 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:

  • Richard Romer-Lee, Square Mile Investment Consulting and Research Limited
  • Mandy Kirby, City Hive
  • Frank Potaczek, Independent Consultant 
  • Henry Cobbe, Elston Consulting
  • Joanne Goddard, Green and Good Consulting
  • Steven Dowds, Hayhill Wealth
  • John Chapman, Orion Consulting

Their role was to ensure that the roundtables maintained their focus and strategic engagement. 

  • Mirabaud asset Management
  • M&G Corporate Services Limited
  • Natixis Investment Managers
  • Redwheel
  • BNY Mellon Asset Management
  • T Rowe Price
  • Legal & General
  • Lazard Asset Management

The Findings


SHOWING 1 - 5 of 7

SHOWING 1 - 5 of 7