Citywire New Model Adviser® Leadership Summit
Our flagship event is evolving and we want you to be a part of it. Join us for our brand new New Model Adviser Leadership Summit, at the JW Marriott Grosvenor House, London on 30-31 January 2025.
This is a prime opportunity to join forces with the top tier of the UK’s adviser community to share ideas on business development, discover avenues to further your firm’s story and stay up to date on the latest trends in investment markets.
With a strong focus on leadership, we will explore the key attributes that define how a strong leader operates including integrity, vision, and the ability to inspire and mentor others. Our distinguished speakers will share their experiences and insights on how to navigate the complexities of financial markets, build trust with clients, and lead teams to excellence.
Learning objectives:
By the end of the event delegates will:
- Develop and enhance leadership qualities to aid the continued success of your firm.
- Consider the different ways in which businesses can continue to grow and the resources available to assist this.
- Gain an insight into a variety of investment solutions and their suitability for client assets.
We will kick off with Peter Anderton, an expert on leadership who will inspire us with how his experiences have shaped his approach, and how failure can sometimes be the best teacher. He will look to identify the ‘dos and don’ts’ of being at the head of a team, and give some top tips on how to clear away the ‘alligators’ who surround leaders, so you can cut through the noise to transform your organisation.
In addition to Peter, and our fascinating workshops, we will be curating two panel sessions. Featuring advisers who are experts in their fields, our discussions will provide advice on two key topics: ‘Business Growth and the Modern Age’ and ‘Next Steps For Your Firm - Advisers Have Their Say’. Come equipped with your questions and ideas for what will be two very productive sessions.
Separating the daytime itineraries will be a delicious dinner and awards ceremony, where hopefuls from this year’s New Model Adviser Top 100 list will wait patiently to see if they will be awarded the prize for top firm in their region. Special guest, Paul Sinha will be on hand to assist with our quiz, bringing people together in a test of wits, skill and collaboration with a variety of different questions to bring out every team members’ capabilities.
Combine all of the above with structured CPD and it really does have all the makings of an event that you do not want to miss out on.
Be a part of Citywire history and let us help you write the next chapter of yours; sign up today!
Best wishes,
Aidan and Jack
Agenda
12:20-13:20
Registration, kick off lunch and tech and business solutions networking
13:20 - 14:00
Welcome and keynote speaker
14:00 - 14:45
Panel session: Business Growth and the Modern Age
14:50 - 15:20
Workshop 1
15:30 - 16:0
Workshop 2
16:10 - 16:40
Masterclass 3
16:50 - 17:20
Workshop 4
19:00 - 20:00
Networking and drinks reception in the tech and business solutions market place
20:00 - 23:00
Table-planned dinner and audience awards. Quiz with special guest Paul Sinha
08:00 - 09:15
Breakfast at Leisure
09:15 - 10:15
Panel session: Next Steps For Your Firm – Advisers Have Their Say
10:15 - 10:45
Workshop 5
10:55 - 11:25
Workshop 6
11:35 - 12:05
Workshop 7
12:15 - 12:45
Workshop 8
12:45
Lunch and Goodbyes
Keynote Speaker
Speakers
Peter Anderton
Peter Anderton is Founder of Internal Alignment, a High-Performance Team Engineer. He is also a Chartered Fellow of the CIPD and Chartered Engineer.
Peter is an expert in guiding people to re-evaluate and strip back the noise and complexity that has buried leadership over the last few years.
He has immersed his life in transformation, from the stories he read as a child to his habit of buying houses in ever increasing states of disrepair in order to restore and transform them.
As a creator of events, masterclasses, programmes and reinventor of companies and leaders worldwide, Peter has a unique connection working with many globally renowned and inspirational companies.
His presentation will open your eyes and unlock the need to know strategies and secrets that will boost your results, providing insights into the principles that underpin successful teams, leaders and organisations.
"There are too many miserable leaders, too many organisations floundering and the honest conversations are taking place in the
corridor not in the boardroom. I can change that. That's what I do" - Peter Anderton
Paul Sinha
After turning to stand-up as a break from his studies whilst he was a junior doctor, Paul Sinha went on to become both a practising GP and an Edinburgh comedy award nominee. He continued to perform whilst working as a locum in the East End of London, at the same time his experiences on the NHS frontline became a great source of material.
Paul’s wonderfully relaxed, friendly story-telling style combines wry observations on life and the world with beautifully crafted one-liners, along with a fund of anecdotes from his experiences with patients and bureaucracy.
Having now forsaken doctoring, Paul is frequently heard on Radio 4 and 5Live displaying his knowledge, passion and wit on current affairs and sport - especially cricket and football - on everything from his own documentary features to The News Quiz, Just A Minute, The Now Show, Fighting Talk and Yes It’s The Ashes. He wrote and hosted his own documentary for Radio 4, The Sinha Test in which he looked at the intertwining of sport and nationality, a theme he revisited for the Olympics with The Sinha Games. He also presented his History Revision series which took on the more unusual, yet telling aspects of history, and appeared on QI, Would I Lie to You?, and ITV4’s sporting quiz Football Genius.
A quiz obsessive (and a regular fixture in the UK’s top 20 best quizzers) Paul realised a life-long dream by appearing on special editions of both University Challenge and Mastermind. He appears as a ‘chaser’ on ITV’s popular quiz show The Chase (where Paul is known as ‘The Sinnerman’). As well as participating in televised and pub quizzes, he writes and hosts them. He’s also a published writer with his first book The Real British Citizenship Test: What You Really Need to Know to be a UK Citizen taking a comic look at British identity and stereotypes. Paul made headlines when he offered Gordon Brown some tips on how to keep his jokes fresh.
Guest Speaker:
Jane Doe
Panellists
Speakers
Keith Boyes
Nicola Ellis
Jennifer Ellis
Alasdair Walker
Karl Pemberton
Helen Howcroft
Saran Allott-Davey
Sponsors
Workshops
The Benefits of Investing in Real Assets
The presentation will outline the benefits of investing listed real assets, introduce a framework for allocating capital within the asset class, seeking to exploit three well entrenched themes which the team believes can serve as a robust asset allocation tool to discover companies which can deliver strong through-cycle cash flow growth.
Workshop Objectives:
• Highlight the benefits of investing in Listed Real Assets.
• Identify the key themes impacting the cash flow profile and potential growth of Listed Real Assets companies.
• Outline the decision-making process of the HSBC Asset Management’s Listed Real Assets team through existing strategy holdings.
Company Profile: HSBC Asset Management should be referred to either in full or as HSBC AM to avoid confusion with any other financial services firms.
HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 22 countries and territories, delivering global capabilities with local market insight. As at 30 September 2024, HSBC Asset Management managed assets totalling US$765bn on behalf of its clients.
For more information see http://www.global.assetmanagement.hsbc.com/
HSBC Asset Management is the brand name for the asset management businesses of HSBC Holdings plc.
Speakers
Giuseppe Corona
Head of Listed Real Assets
Giuseppe Corona is the Head of Listed Real Assets at HSBC Asset Management, based in the London office. He joined the financial industry in 1999 and began portfolio management in 2008. Prior to joining HSBC, Mr Corona spent ten years in AMP Capital’s Global Listed Infrastructure Team where he was appointed Head of Global Listed Infrastructure in 2016. He has also spent time with Exane-BNP Paribas, Swan, and Bear Stearns.
Representatives
Natasha Crosby
Director- UK Intermediary – London & Southeast
Natasha joined the HSBC Global Asset Management sales team in 2019, and works with the advisory market and strategic partners, building relationships in London and the Southeast. Prior to this she held similar roles at Aviva Investors and, most recently, Seven Investment Management where she covered the North as a Business Development Executive.
Marcus Hartley
UK Intermediary, Director – Midlands & South West
Marcus joined the HSBC Asset Management sales team in 2019, and works with the advisory market and strategic partners, building relationships in the Midlands and the Southwest. Prior to this he was a Portfolio Manager at Coutts & Co, and most recently, Old Mutual Wealth / Quilter where he was a Business Development Manager as part of the Advisor Sales Team.