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Event Date |
Thu Oct 13 BST (about 2 years ago)
In your timezone (EST): Wed Oct 12 7:00pm - Wed Oct 12 7:00pm |
Location |
Tylney Hall Hotel & Gardens
Ridge Ln, Rotherwick, Hook RG27 9AZ, UK |
Region | EMEA |
This event brings together the owner managers of financial advisory firms which typically have £150M - £500M funds under management and between 3 and 20 RIs. The agenda will examine all aspects of your business, focusing on productivity and profitability, as well as overarching trends within the industry as a whole.
The benefits of participating:
• Strategic engagement - Share best practice
• Meet your peers - Networking at the highest level
• Hear new thinking and explore the latest trends
• Inspiring insights from external keynote speakers
• Platform for change - An opportunity to work through the key challenges facing both your business and the industry, with a view to find collective ways of driving change forward
• Bespoke and tailored - An opportunity to build your own itinerary enabling you to participate in roundtables focusing on those subjects which matter to you
• CPD accredited
Who will be participating:
This event will bring together the owner managers, CEO's and MD's of independently spirited financial firms.
2022 Speakers
Eliza Filby
Historian of Contemporary Values and Visiting Professor, King’s College, London
Ben Lyttleton
British football journalist and Author
2022 Sponsors and Partners
• James Hay Partnership
• Collidr
• Ninety One
• Novia Financial PlanningLGT
• Wealth Management
• Quilter PLC
• Ruffer
• Dynamic Planner
• Benchmark Capital 01
• Aviva Investors
• Multrees
• Dimensional Fund Advisors