Owen James’s latest event brings together the the CEOs/MDs, who set the overall strategy for their firm. Be it a national, network or consolidator – those key individuals who are involved in setting their firm’s proposition strategy in terms of the products and funds they market to their clients. Its goal is to address the key strategic issues affecting these businesses and the industry as a whole. Savanta’s very own, Ben MacGregor (Director) will be facilitating, alongside Schroders, an in depth discussion around wealth transfer. The conversation will examine where opportunities are and how best to address them.
Charlène Gisèle (Performance Coach), Ben Lyttleton (British football journalist and author),George Pascoe-Watson (Senior Partner & Chief Advisor, Portland Communications)
Tylney Hall Hotel & Gardens, Ridge Lane, Rotherwick, Hook, RG27 9AZ
For more information please click here.