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 

AYESHA-KHAN---HUB-240-x240
Ayesha Khan
Audience Development Executive, Citywire New Model Advisor
STEVE CHATTERTON - NOV 2013-1
Steven Chatterton
Head of Relationships, Citywire Wealth Manager

Register
3
September

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

4
September

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

Sponsors

Workshops

Register