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Powering Your Business - Birmingham

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Forest of Arden Marriott Hotel & Country Club

Maxstoke Lane

Meriden

CV7 7HR

United Kingdom

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Join us in the New Year for our 'Powering Your Business' event

We would like to invite you to our upcoming event, where we’ll be looking at the latest report by The Lang Cat on the full range of financial advisers’ investment proposition choices from inhouse run platform portfolios all the way to fully outsourced DFM solutions.

This will include insights into:

  • Facts and figures of what is currently available in the market, from fund picking to managed portfolio services

  • The advantages, disadvantages and regulatory considerations of each option

  • How to continue to articulate added value to clients within this new framework

  • Predictions for the future of the market

  • Key takeaways from an adviser perspective

Combining independent third-party views from The Lang Cat with opinions from a panel of trusted advisers, the report covers both regulatory and practical considerations, exploring the implications and issues of each respective route to market.

The keynote address will be delivered by The Lang Cat, with supporting talks from our own team and a representative from Vanguard.

Format for the day:

Arrival: 9am for a 9:30am start

Introduction & Welcome: 9:30am to 9:40am

Getting the most from your Investment Propositions on Platform – Lothar Mentel – CEO, Tatton Investment Management: 9:40am – 10:50am

Coffee: 10:50am – 11am

Achieving Adviser Alpha – How you articulate your value to clients – Vanguard: 11am – 11:45am

Key note speech - Mike Barrett, The Lang Cat: 11:45am – 12:15pm

Lunch 12:15pm – 1pm

FOR PROFESSIONAL FINANCIAL ADVSIERS ONLY

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Date and Time

Location

Forest of Arden Marriott Hotel & Country Club

Maxstoke Lane

Meriden

CV7 7HR

United Kingdom

View Map

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