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Powering Your Business - London

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Vanguard Investments

25 Walbrook

London

EC4N 8AF

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: 9:00am for a 9:30am start - Bacon rolls, croissants, tea and coffee will be served

Introduction & welcome: 9:30am to 9:50am - Paul Hogarth, CEO, Tatton Asset Management

Getting the most from your Investment Proposition - Managed Portfolio Service (MPS) in focus – Lothar Mentel – CEO, Tatton Investment Management: 9:50am – 10:30am

Coffee: 10:30am – 10:40am

You have reached your destination - Centralised Investment Proposition (CIP) construction on platform - Mark Polson, The Lang Cat: 10:40am – 11:25pm

From portfolios to people - the future of financial advice – Vanguard: 11:25am – 12:20 am

Wrap up - Paul Hogarth - 12:20pm - 12:30pm

Lunch 12:30pm – 1:00pm

FOR PROFESSIONAL FINANCIAL ADVSIERS ONLY

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Location

Vanguard Investments

25 Walbrook

London

EC4N 8AF

United Kingdom

View Map

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