FINDINGS FROM WINNING ADVISERS - OCTOBER 2016

Summary:

The 13th Meeting of Minds Winning Advisers took place on the 11th October 2016 at Tylney Hall, Hampshire. This document summarises key issues raised in the topics discussed during the roundtables that took place on the day.

Winning Advisers is a strategic forum organized by Owen James. It is an opportunity for some 70 plus CEOs and MDs of the top 60-400 IFAs; 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. 

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

At the core of the Meetings are 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.

The next Winning Advisers will take place on: Thursday, 27 April 2017 at Aspire in Leeds. The autumn session will take place at Pennyhill Park Hotel in Surrey Tuesday 17 October.

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:

  •          Roderic Rennison – Rennison Consulting
  •          John Chapman – John Chapman Consulting
  •          Rod Bryson - Capgemini Consulting
  •          Ghiliane Chan - Ghiliane & Co
  •          Keith Webb - Capgemini Consulting
  •          Innes Miller - Scydonia
  •          Rory Curran – Rory Curran Consulting
  •          Sam Seaton – Moneyhub 

We are very grateful for the time and energy they have expended on making A Meeting of Minds Winning Advisers 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.

Sponsors & Strategic Partners

We would like to thank all our Sponsors and 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. 

 

 


  • Thesis Asses Management
  • Momentum
  • Blackrock
  • Vanguard
  • Square Mile
  • Tilney
  • Synaptic Software Limited
  • Carmignac Gestion
  • Architas

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