The Findings
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Lessons from America - Prepping for the great wealth transfer
Expert: Sebastian Lewis, Senior Strategist, Advisory Research Centre, Vanguard Facilitator: Paul Kearney, Asset Risk Consulting
13 June 2024
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Obstacle Course - Overcoming the productivity hurdles in the front and back office
Expert: Caroline Deutsch, Head of UK/EMEA Marketing, SEI Facilitator: Rupert Neville
13 June 2024
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Precision point - Mastering pricing strategies to maximise client value
Expert: Dave Mason, CEO, Solve Facilitator: Mark Elliott
13 June 2024
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Second Coming - How should we be preparing for a return of Trump
Expert: James Ashley, Managing Director-Head of International Market Strategy & Head of Strategic Advisory Solutions, GSAM Facilitator: Rupert Phelps
13 June 2024
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Untapped Potential - Reimagining growth by differentiating
Expert: Matthew Lonsdale, Director, Davies Group Facilitator: Matt Lonsdale
13 June 2024