The line up
Learn more about what our experts will be discussing on the day
Welcome
Straight-talking finance journalist, Louise Cooper, will kick off Let’s Grow ‘23 with her expert insight on the economy, financial markets, investing and the advice landscape. As a presenter on BBC 5 Live's Wake Up to Money and BBC Radio 4's Money Box Live, she's the perfect host. Get ready for an impressive start.
Service Is Your Superpower
Martin Jennings will take to the stage to launch the research we’ve been leading in partnership with the lang cat to help champion better service in the industry. He will unveil 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 will be joined by Mark Polson from the lang cat as they dive into this 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.
Don't Stop Thinking About Tomorrow
Join us as we share Parmenion's roadmap for 2024, shaped by adviser input. We’ll also be providing opportunities throughout the day for you to tell us what matters to you and influence our plans.
Ripping Up the Rule Book
Find out how Parmenion is helping to innovate the world of advice through new partnerships. In this session, you’ll hear from three leading voices in challenging the status quo, all determined to transform advice business efficiency and profitability.
Improving Customer Understanding
Gain practical tips for client communications with Parmenion’s Chief Marketing Officer, and Rhys Williams from insight led communications agency Quiet Room. Their insight and expertise will help enhance your communications and evidence client understanding under Consumer Duty - a win:win.
Client Composure: Keep Calm and Carry On Investing
James Ashley from Goldman Sachs Asset Management returns to Let’s Grow, this time for a panel discussion where Louise Cooper will be challenging him, alongside Peter Dalgliesh, MD of Parmenion Investment Management and Hugh Gimber from JP Morgan Asset Management, to make sense of the current investment landscape, consider what might lie ahead and share their views on reassuring clients.
Active vs Passive
This promises to be a lively session. Louise Cooper will moderate as Harry Garret from Parmenion Investment Management and Craig Burgess, CEO of ebi discuss the pros and cons of active and passive investing, and whether both have a role to play in good client outcomes.
Wealth for Life
Delve into the meaning of "wealth for life" and the challenges of transitioning to retirement with our very own retirement expert, Patrick Ingram. His special guests Cleona Lira and Chris Budd both have run successful advice businesses with a holistic approach to money, encompassing financial wellbeing and client needs and emotional motivations too.
David Swanwick Keynote, followed by Q&A with Mike Morrow
In our afternoon keynote, David Swanwick from Dimensional Fund Advisors will be talking about the cost versus value of advice and how to inspire loyalty and referrals for your growing business. Parmenion Chief Commercial Officer will host a Q&A, so have your questions ready.
Join us for a drink
We'll end the day with drinks, canapes and live music on the Barbican Conservatory Terrace, before we move downstairs to The Barbican's beautiful Martini Bar to reflect on everything we've heard and discuss how we can keep raising the bar for you and your clients.