A Meeting of Minds Advisory Distributors – June 23rd 2022

Speakers:

Charlène Gisèle (Performance Coach), Ben Lyttleton (British football journalist and author),George Pascoe-Watson (Senior Partner & Chief Advisor, Portland Communications)

Event overview:

This Meeting 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.

Date:

23/06/2022

Location:

Tylney Hall Hotel & Gardens, Ridge Lane, Rotherwick, Hook, RG27 9AZ

For more information on this, click here.