Let's Grow '23 recordings
Service Is Your Superpower
Martin Jennings launched the research we’ve been leading in partnership with the lang cat to help champion better service in the industry. He unveiled shocking new statistics that highlight the urgent need for better standards of support for advisers and their clients.
Assessing Service: Try Before You Cry
Martin was then joined by Mark Polson from the lang cat to dive into the research deeper, discussing what it tells us and sharing what the lang cat is doing to offer a tangible way of measuring and ranking investment platform and DFM service levels at due diligence stage.
Ripping Up the Rule Book
We explored how Parmenion is helping to innovate the world of advice through new partnerships. In this session, we heard from three leading voices in challenging the status quo, all determined to transform advice business efficiency and profitability.
Client Composure: Keep Calm and Carry On Investing
James Ashley from Goldman Sachs Asset Management returned to Let’s Grow, this time for a panel discussion where Louise Cooper challenged him, alongside Peter Dalgliesh, our now Chief Investment Officer and Hugh Gimber from JP Morgan Asset Management, to make sense of the current investment landscape, consider what might lie ahead in 2024 and shared their views on reassuring clients.
Active vs Passive
Louise Cooper moderated as Harry Garret, now Head of Parmenion Investment Management and Craig Burgess, CEO of ebi discussed the pros and cons of active and passive investing, and how both have a role to play in good client outcomes.
David Swanwick Keynote
David Swanwick from Dimensional Fund Advisors inspired the room as he explained the cost versus value of advice and how to inspire loyalty and referrals for your growing business.