In the run up to each Meeting of Minds, we ask the strategic heads of the largest institutions from each distribution channel to capture their thinking at a particular moment in time. We carry out this research every six months and it is an opportunity to understand what is keeping the key movers and shakers up at night, along with invaluable industry and business trends. This data also helps provide context for the discussions in the roundtables at our Meeting of Minds events, to ensure they do not descend into talking-shops but provide a platform to find tangible solutions for collective change.
Private Wealth - The Private Banks, Wealth Managers, DFMs and MFOs
Advisory Distribtors - The Nationals; Consolidators; Networks; Regionals; advisory arms of Retail Banks; and top 60 IFAs
Winning Advisers - The top 60-400 advisory firms (i.e. advisers with between 4 - 20 Rls and AUM in excess of £150m)
Brand & Bank Distribution of Retail Financial Service - The largest retail Brands, Banks, Building Societies and Aggregators distributuion financial services to the mass and middle market
ParaPlanners - Bringing together senior Paraplanners within the top advisory firms who are involved in research and planning aspect of financial advice