FINDINGS FROM WINNING ADVISERS - OCTOBER 2017

Summary

The fifteenth Meeting of Minds Winning Advisers took place on Tuesday 17 October 2017 at Pennyhill Park, Surrey. This document summarises the key issues raised in the topics discussed during the roundtables that took place on the day.

A Meeting of Minds Winning Advisers is a biannual strategic forum organised by Owen James. It is an opportunity for some 60 plus owner managers of top IFAs to work through a set of strategies crucial to the ongoing success of their businesses. These firms will typically have Funds Under Management in excess of £200M and between four and twenty advisers. 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 Emily Landless at Owen James: emilylandless@owenjamesgroup.com or you can contact her on 01483 862 698.

This Report

The Roundtable Sessions were facilitated by:

  • Paul Miles, SilverBack Consulting
  • Roderic Rennison, Rennison Consulting Ltd
  • Sara McLeish, EY
  • John Chapman, Owen James
  • Colette Dunn, Milliman UK
  • Edward Wess, KPMG
  • Rod Bryson, Capgemini Consulting
  • Kieron McLoughlin, Architas
  • John Porteous, Old Mutual Wealth

We are very grateful for the time and energy they have expended on making MOM 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 to this meeting and on the day.

The Sponsors

We would like to thank all our sponsors who make these Meetings 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;
  • To talk openly with these business leaders with a view to ensuring that their businesses are strategically

  • Architas
  • Goji
  • Dimensional 2
  • Woodford
  • Russell Investments
  • Source
  • Fundment
  • Carmignac Gestion
  • HSBC GAM
  • Ishares
  • Benchmark Capital 01
  • Vanguard
  • Schroders

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