The Findings
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New Era - Responding to the changing geopolitical and economic tensions
Expert: Joseph Cornwall, Investment Manager, Puma Investments Facilitator: Brod Whiting, JoyndUp Ltd
27 June 2024
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Obstacle Course - Overcoming the productivity hurdles in the front and back-office Advisory Distributors June 2024
Expert: Caroline Deutsch, Head of UK/EMEA Marketing, SEI Facilitator: Helen Clark, Mint Blue Consulting
27 June 2024
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Positive Reduction - Is the Consumer Duty helping to close the advice gap?
Expert: Karl Cranswick Facilitator: John Chapman, Catalyst Partners
27 June 2024
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Private Markets - Democratisation and the opportunity for advice businesses
Expert: James Lowe, Sales Director, Private Assets and Investment Trusts, Schroders Plc Facilitator: Rupert Neville, Consultant
27 June 2024
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The Great (And Smooth) Wealth Transfer – Why advice is a family affair
Expert: Warwick Bloore, Senior Investment Specialist, Vanguard Facilitator: Paul Miles, Silverback Consulting
27 June 2024