Invested in change
Join Vanguard’s CEO, Salim Ramji and other industry leaders to learn how you can harness the power of change to future-proof your business.
What are the changes shaping the future of investing? And how can you and your clients stay a step ahead?
Please select the content stream that is most interesting to you – Advice or Investment.
Select your stream
Meet the speakers in this stream
Vanguard CEO
Global Chief Economist and Global Head of the Investment Strategy Group, Vanguard
Head of Vanguard Investment Advisory Research Center
Senior Behavioral Economist, Investment Strategy Group
Head UK Advisory Client Group, UK
Senior Specialist, European Financial Adviser Services, Offer Development, Vanguard Europe
Public Policy Director, UK, European Public Policy, Vanguard
Senior Specialist, Advisory Research Centre, Vanguard Europe
Senior Specialist, Advisory Research Centre, Vanguard Europe
Advice stream agenda
09:00–09:30
Arrival and breakfast
09:30–10:15: A welcome from Salim Ramji, Vanguard CEO
Vanguard’s chief executive, Salim Ramji, explores what the next 50 years holds for investors and how Vanguard intends to support advisers through a changing landscape.
10:15–11:00: Megatrends: Uncovering the truth beyond the noise
Will AI prove to be disruptive, or dystopian? Can society innovate faster than it ages? Joe Davis, Vanguard Global Chief Economist, delves into the major forces likely to affect markets as well as transform the economy and society as a whole. He explores why megatrends matter for investors and how they can inform risk-taking, and explains why having the right approach to modelling the future can give investors a differentiated view through the lens of history.
11:00–11:20
Coffee and networking break
11:20–12:10: From rules to results: How evolving regulations can boost your business
In response to profound changes across the field of advisory services, the UK regulator is adapting its approach to the regulation of financial advice. This session will explore how evolving regulations present an opportunity to strengthen your business with better outcomes for clients.
12:10–13:00: Sustaining success: Building a resilient advice practice
Confronted with transformative change, financial advisers must deliver value to clients today while fortifying the business against future risks. This panel session will draw on the expertise and direct experiences of industry leaders to share practical insights and actionable steps towards mitigating the strategic risks facing your business while positioning your services for sustained success.
13:00–13:45
Lunch
13:45–14:30: Octopus Group: Adapting to succeed: The importance of meeting consumers’ evolving needs
Are achieving outstanding client outcomes and outstanding business outcomes really one and the same thing? Jon Cleborne, Vanguard’s Head of Europe, and special guest Simon Rogerson, Octopus Group CEO, discuss how aligning consumer and commercial objectives can futureproof your business proposition. They explore how a relentless focus on end-client success is helping disruptors such as Vanguard and Octopus build for the long term - and pull out the key lessons that can inform the strategy of firms in the investment industry as they shape their offering to meet the changing needs of the financial consumer of the future.
14:30–15:15: Adviser’s Alpha: A partnership 25 years in the making
Before Apple launched the iPhone and before YouTube published its first video: Vanguard published Adviser’s Alpha. In the 25 years since, Vanguard’s Adviser’s Alpha framework has helped advisers generate predictable value, or alpha, through financial planning, tax optimisation, behavioral coaching and relationship-oriented services. The framework serves as a symbol of Vanguard’s deep-rooted partnership with the advisory community. Join us as we celebrate the 25-year anniversary of the landmark research and examine the evolving value proposition of financial advisers, contrasting the industry today with that of 2001.
15:15–15:35
Coffee break
15:35–16:20: Adviser's Alpha: Realising the emotional value of advice
The value of good financial advice extends well-beyond investment returns. Technological developments and evolving investor preferences are reshaping client perceptions of the value they receive from a financial adviser. Research suggests investors increasingly value the emotional aspects that good financial advice can provide, including peace of mind and a feeling of financial well-being. In this session, we examine the components of emotional value and offer guidance on best practice to help your clients achieve peace of mind through your services.
16:20–18:00
Networking
Special guest: A spotlight on Simon Rogerson
CEO and co-founder, Octopus Group
Profile
Simon is the founder and Chief Executive of Octopus Group. Octopus, set up in 2000, employs more than 12,000 people across its financial services, energy and education businesses.
Its energy transition business (Octopus Energy) is disrupting a £2 trillion industry by using technology to make the green revolution faster and cheaper for tens of millions of customers. Since establishment in 2015 it has grown to more than ten million customers across twelve countries, raising more than £2 billion in funding from some of the world's leading investors. Its technology platform, Kraken, now powers some of the world's leading energy companies, looking after more than 65 million customer accounts.
Its financial services business includes Octopus Investments, Octopus Money, Seccl, Octopus Legacy and amicable. Its investment business manages £10 billion, specialising in venture capital, smaller company and real estate investing. Its education business, Aurora, operates 21 special needs schools across the UK.
Prior to setting up Octopus, Simon was on the graduate training programme at Mercury Asset Management (now part of Blackrock). He is a Chartered Financial Analyst and graduated with a first class MA from St Andrews University.
FRAMELESS: A venue to match the occasion
Situated in Marble Arch, this unique venue is the largest experimental, immersive experience the UK. Spanning four galleries, this special venue will bring our story to life in new and redefining ways.
Address: 6 Marble Arch, London W1H 7AP
Celebrating 50 years of Vanguard
Vanguard AdVance also marks 50 years since Vanguard was founded. It serves as a tribute to the legacy of Jack Bogle, Vanguard’s founder.
His vision of lowering costs for investors continues to guide Vanguard's mission. We’ll reflect on his contributions and discuss how his principles remain relevant in today's rapidly changing market.
Industry leaders
Including Vanguard’s CEO, Salim Ramji, and Octopus Group founder and CEO, Simon Rogerson.
Unique venue
Experience FRAMELESS, an immersive multi-sensory event space across four rooms.
Heritage
We'll take a look back at, celebrate and learn from 50 years of Vanguard.
“We look forward to welcoming you to Vanguard AdVance, where we will celebrate the past, embrace the present and prepare for the future of investing. It’s a demonstration of our long-term commitment to you, and your clients too.”
Head of UK Client Group, Vanguard
Investment risk information
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
Important information
This is directed at professional investors and should not be distributed to, or relied upon by retail investors.
This is designed for use by, and is directed only at persons resident in the UK.
The information contained herein is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information does not constitute legal, tax, or investment advice. You must not, therefore, rely on it when making any investment decisions.
The information contained herein is for educational purposes only and is not a recommendation or solicitation to buy or sell investments.
Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority.
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