Venue
St.Pauls, London, UK
St.Pauls, London, UK, 200 Aldersgate, St. Pauls, London EC1A 4HD, United Kingdom

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Event Date Tue Oct 10 BST (over 7 years ago)
In your timezone (EST): Tue Oct 10 12:00am - Tue Oct 10 12:00am
Location St.Pauls, London, UK
200 Aldersgate, St. Pauls, London EC1A 4HD, United Kingdom
Region EMEA
Details

Businesses will have to adapt their models to keep pace with shifting market dynamics: can the established players refresh their approach? Can the leopard change its spots?

Join more than 300 senior individuals from across the retail investment value chain and spend a day with your peers discussing how your business can keep pace with shifting market dynamics.

Speakers

Joel Adams
Founder
LIFT-Financial Ltd

Jamie Barnes
Financial Planner
Headley Financial

Danby Bloch
Chairman
Helm Godfrey

Yvonne Braun
Director of Long-Term Savings Policy
ABI

Anthony Carty
Group Financial Planning Director
Clifton Asset Management Plc

Mike Coop
Head of Portfolio Management
Morningstar Investment Management Europe

Nick Dixon
Investment Director
Aegon

Nick Eatock
Executive Chairman
Intelliflo

Jeremy Fawcett
Research Director
Platforum

David Ferguson
Chief Executive
Nucleus

Paolo Galvani
Co-Founder and Chairman
Moneyfarm

Richard Goodall
Distribution and Marketing Director
Parmenion Capital Partners LLP

Ian Hart
Chartered Wealth Manager
Unbiased Financial Group LLP

Carlton Hood
MD
The Telegraph Financial Services

Heather Hopkins
Head
Platforum

Ryan Hughes
Head of Fund Selection
A J Bell

Anne Lester
Head of Retirement Solutions for Global Asset Management Solutions
J P Morgan, USA

Peter Mann
Consultant
Platforum

Anthony Morrow
Chief Executive Officer
eVestor

Romi Savova
CEO
PensionBee

Miranda Seath
Head of Intermediary Research
Platforum

David Simpson
Head of EMEA
GBST

Mary Starks
Director of Competition
Financial Conduct Authority

Ian Thomas
Director
Pilot Financial Planning

Hugo Thorman
Executive Chairman
P1 Investment Management and Seccl Technology

Mark Till
Chief Distribution and Marketing Officer
Aegon

David Tiller
Head of Adviser Propositions and Strategy
Standard Life

Dave Upton
Managing Director
Focus Solutions Group Ltd

Sponsors & Partners

Gold Sponsor

gbst

Silver Sponsor

AJ Bell Group
Intelliflo
Parmenion

Bronze Sponsor

Autorek Aviva

Brand Sponsor

Winton