Citywire North Retreat 2025
Welcome back to our much-loved Citywire North Retreat where we will once again bring together the best of the wealth management and financial advice communities from the region.
This is your invitation to join us 3-4 September at Rudding Park in Harrogate for a day and a half filled with valuable insights from fund managers and keynote speakers into the pivotal factors influencing your investment decisions in the upcoming year, and the opportunity to network with your peers.
As with all of our retreats, attendance is strictly by invitation only and delegates participating in the accredited North Retreat can claim up to 8 CPD hours towards the CII / Personal Finance Society member CPD scheme.
By the end of the event, attendees will be able to:
- Explore the advantages and challenges of different investment strategies across various asset classes and themes.
- Outline the major issues impacting the world economy
- Identify strategies to foster psychological safety and resilience in a team
We begin with prize-winning economist and policy advisor Dr. Tim Leunig, who will explore the key challenges facing the global economy. Drawing on his experience advising Chancellors, Cabinet Ministers, and Prime Ministers, he will provide insight into how major economic and social policies are shaped.
After lunch, we’ll be joined by broadcaster and psychotherapist Lucy Beresford, known for her appearances on The Jeremy Vine Show, the BBC, as well as other major platforms. Lucy will explore the psychology of money and how to maintain wellbeing during times of stock market turbulence. This session will offer practical insights into financial behaviour and help strengthen both client relationships and personal resilience.
After dinner, we will hear from Alfie Moore who spent 18 years as a police sergeant before swapping the beat for the stage as a professional stand-up comedian with a hit Radio 4 series and multiple sold-out Edinburgh Fringe shows. Blending deadpan humour with real-life policing absurdities, his performances offer a hilarious and unexpected look at life behind the badge.
Friday morning will kick off with former Leeds Rhinos captain Stevie Ward who is also the founder of mental health movement Mantality. He uses his remarkable rugby career and personal struggles to explore authenticity, leadership, and psychological safety, encouraging people to move beyond their comfort zones.
Best wishes
Agenda
08:00 - 09:20
Registration
09:20 - 09:30
Welcome with Ayesha Khan
09:30 - 10:30
Conference Session 1 - Dr Tim Leunig
10:30 - 11:00
Fund Group Workshop 1
11:10 - 11:40
Fund Group Workshop 2
11:50 - 12:20
Fund Group Workshop 3
12:20 - 13:40
Table Planned Lunch
13:40 - 14:40
Conference Session 2 - Dr Lucy Beresford
14:40 - 15:10
Fund Group Workshop 4
15:20 - 15:50
Fund Group Workshop 5
16:00 - 16:30
Fund Group Workshop 6
16:40 - 17:10
Fund Group Workshop 7
19:30 - 20:00
Drink Reception
20:00 - 23:00
Table Planned Dinner - After dinner speaker Alfie Moore
08:00 - 09:15
Breakfast at Leisure
09:15 - 10:15
Conference Session 3 - Stevie Ward
10:15 - 10:45
Fund Group Workshop 8
10:55 - 11:25
Fund Group Workshop 9
11:35 - 12:05
Fund Group Workshop 10
12:05 - 13:30
Buffet Lunch
13:30
Event Close
Keynote Speakers
Speakers

Dr. Tim Leunig
Dr. Tim Leunig is a prize-winning economist and policy advisor whose work spans economic history, urban planning, and public policy. A Visiting Professor at the London School of Economics, Tim has advised Chancellors, Cabinet Ministers, and Prime Ministers, shaping major economic and social policies.
After working in academia, Tim joined the policy world, first at the Centre for Cities influencing urban policy, infrastructure, and strategies to promote economic growth in cities across, and then in government. He served as Chief Economist at the Department for Education, devising policies on school funding, performance measurement, and curriculum reforms. He worked on housing policy and the expansion plans for Heathrow Airport. He was also Economic Adviser to Chancellors Sajid Javid and Rishi Sunak. Significantly, and contrary to the existing plans of the Treasury, he conceived the UK’s furlough scheme during the COVID-19 pandemic, protecting millions of jobs.
Having left government, Tim explores the real world effects of economic policy. He considers how it affects businesses and individuals, and provides insights into decision-making, productivity, and long-term economic growth. He’s a regular commentator to The Financial Times, The Times, The Telegraph, and The Guardian, and has contributed to programmes on Radio 1 and Radio 4.
Tim has also served as Director of Economics at Public First, and as a Senior Fellow at the Institute for Government. He is a Fellow of the Academy of Social Sciences, the Royal Society of Arts, and the Royal Historical Society, and a Governor of the National Institute of Economic and Social Research.


Dr. Lucy Beresford
Minette is the Former President of the National Farmers’ Union, a position that she held between 2018 and 2024, where she was the first woman to hold the post. During her tenure, she was responsible for representing 47,000 members of the farming community through a period of change and instability. The issues Minette faced ranged from political turbulence, the after effects of Brexit, and sustainability challenges.
Raised on her father’s tenant farm in Wiltshire, Minette was dissuaded by him from following in his footsteps. Instead, she took a Cordon Bleu course and launched and ran her own catering business for 20 years. However, upon her father’s retirement, she made the decision to take on the tenancy. Upon her election to the NFU (first as Vice-President in 2014, and then as President), she juggled running the farm with her responsibilities at the Union.
Working closely with four different Prime Ministers and six different Environment Secretaries during her period at the helm of the Union, Minette has unique insights into the political landscape and leadership. She was responsible for representing the views of the entire farming community during Brexit negotiations and during the Covid-19 pandemic, which caused unprecedented food shortages. Subsequent challenges she tackled while she was leader included the spillover effects of the Russian invasion of Ukraine, which involved price increases for both fuel and produce, and labour shortages. She has been an active campaigner for a thriving rural economy and food standards - notably bringing together a range of chefs, environmentalists, consumer groups and animal welfare experts in a 2020 campaign, which led to over 1 million people signing the NFU Food Standards Petition. She has been included in BBC Radio 4’s Women’s Hour Power List, and in 2021 was appointed a Deputy Lieutenant to Wiltshire.


Alfie Moore
Stevie Ward is a former professional rugby player who was part of the golden generation at Leeds Rhinos, one of the most successful teams in Super League history. He became the youngest Grand Final winner, securing 3 Grand Finals and 2 Challenge Cups. At just 26, he was named captain. However, Stevie faced significant challenges, undergoing 10 surgeries and struggling with mental health issues. He had to retire at 27 due to a brain injury.
This adversity led Stevie to launch Mantality in 2016. The initiative promotes mental health for men through counseling, life coaching services, and a podcast that breaks the stigma around mental health.
Stevie also works with Premier League football teams, athletes, and creatives through keynote talks, leadership programs, and one-on-one coaching. He helps them discover their authentic game plan.


Stevie Ward
Stevie Ward is a former professional rugby player who was part of the golden generation at Leeds Rhinos, one of the most successful teams in Super League history. He became the youngest Grand Final winner, securing 3 Grand Finals and 2 Challenge Cups. At just 26, he was named captain. However, Stevie faced significant challenges, undergoing 10 surgeries and struggling with mental health issues. He had to retire at 27 due to a brain injury.
This adversity led Stevie to launch Mantality in 2016. The initiative promotes mental health for men through counseling, life coaching services, and a podcast that breaks the stigma around mental health.
Stevie also works with Premier League football teams, athletes, and creatives through keynote talks, leadership programs, and one-on-one coaching. He helps them discover their authentic game plan.
Sponsors



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Workshops
Workshops
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Fund Group Workshop

Fund Group Workshop

Fund Group Workshop
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Fund Group Workshop

Fund Group Workshop
Company Profile:
Martin Currie is a global active equity specialist and part of Franklin Templeton, one of the world’s leading asset managers. Founded in Scotland in the late 19th century, today we build concentrated, best-idea portfolios that create conviction in fast-changing markets. Our equity teams manage global and regional products that span developed and emerging markets.
Talented, autonomous teams are backed by a distinctive and supportive investment culture. With stewardship at the heart of our business, we employ long-term, original thinking to deliver sustainable investment returns.
We are fundamental, long-term investors managing assets globally for some of the world’s largest asset owners.
Speakers
Dan Green, CFA
Portfolio Manager & Research Analyst
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Dan Green is a portfolio manager and equity research analyst for the Martin Currie UK Equity team, focusing on UK small and mid-cap equities. He is lead portfolio manager of the FTF Martin Currie UK Smaller Companies Fund and manages the small cap portion of the FTF Martin Currie UK Manager's Focus Fund.
Dan joined the UK equity team in September 2015. He began his career with PwC working predominately with financial services clients before joining JP Morgan to work as equity derivatives analyst. He later worked at Deutsche Bank as an Assistant Vice President in the valuations team.
Dan holds a Bachelor of Laws (Hons) from the University of Sheffield. He holds the Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA) charterholder.

Fund Group Workshop

Fund Group Workshop

Fund Group Workshop

Fund Group Workshop

Doubling Down on Defence: Dividend Strength and Defence Stocks
There’s more than one way to stay defensive. In this session, we’ll walk through two strategies that continue to gain traction with investors: quality dividend-paying companies and listed defence firms. Both are backed by solid long-term trends, from the search for reliable income to rising global defence budgets. We’ll keep it simple, focusing on the key drivers behind each ETF, why investors are using them, and what sets them apart from other options out there. Whether markets stay volatile or settle down, these themes offer something different and worth a closer look.
Workshop Objective:
Delegates will explore dividend and defence ETFs and examine how they can be used to build portfolios.
Company Profile:
With over $120 billion in AUM globally (as of 15 May 2025), VanEck is a global investment manager offering forward-thinking solutions to enhance portfolios. Our range spans intelligently designed ETFs, active strategies, and SMAs, providing targeted exposure to emerging industries, asset classes, and markets — as well as innovative core strategies.
In Europe, VanEck manages over $19 billion in assets, with the majority held across 37 UCITS ETFs. These span thematic strategies, hard assets, strategic equity, dividend stocks, and more. We focus on identifying economic, technological, political, and social trends that drive compelling investment opportunities.
A pioneer in international investing, gold, and ETFs, VanEck continues to deliver both core and specialised strategies designed to support diversification and long-term growth.
Speakers
Ahmet Dagli
VanEck, Head of UK, Ireland & Channel Islands
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Ahmet heads VanEck’s ETF distribution within the UK, Ireland & Channel Islands. Ahmet also supports the firm’s business and product development activities. With a background in Investment Analysis in the UK and Wealth Management within Switzerland and Malta, Ahmet joined VanEck in January 2018. He holds a degree in Business Economics from Hertfordshire University.
Representatives
Dan Lacey
VanEck, Sales Associate
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Dan joined VanEck in March 2025 and is responsible for supporting VanEck’s growth in the UK and Ireland. Prior to joining VanEck, Dan spent 4 years at Global X where he was part of the distribution team covering the UK and Ireland, promoting the firm’s range of ETFs. Dan holds a BSBA (Hons.) in Finance and Marketing from Northeastern University.