Join us at our advisor roadshow
Articulating the value of your services is a critical skill for advisers. Conversations around the value of financial advice have tended to focus on investment returns, but this is just one element of the value clients receive from advisory services.
Vanguard Adviser’s Alpha®, an enduring concept celebrating its 25th anniversary, provides a framework for you to consider and articulate the much wider range of value you provide to existing and prospective clients.
Join Vanguard’s Advisory Research Centre for a deep dive on the framework, the key components of the Adviser’s Alpha, plus practical guidance on implementing the framework’s best practices.
Four Ashes Road, Dorridge, Solihull, B93 8QE
12:00pm to 2:30pm
Ipswich Road, Norwich, NR14 8PQ
12:00pm to 2:30pm
15-19 Trumpington Street, Cambridge, CB2 1QA
9:00am to 11:30am
12-16 St Vincent Place Glasgow, G1 2DH
12:00pm to 2:30pm
Brooklands Drive, Weybridge, KT13 0SL
12:00pm to 2:30pm
4th Floor, The Walbrook Building, 25 Walbrook, London, EC4N 8AF
9:00am to 11:30am
Ashton Gate Stadium, Bristol, BS3 2EJ
9:00am to 11:30am
Hensol Road, Hensol, Pontyclun, CF72 8JY
12:00pm to 2:30pm
Vanguard Office, Landmark, 7th Floor, 1 Oxford Street, Manchester, M1 4PB
12:00pm to 2:30pm
Registration and buffet breakfast
Introduction
Presentation
Q&A
Finish
Head of offer, Vanguard Europe
Scott Johnston is Head of Offer for Vanguard in Europe, where he is responsible for the proposition to professional investors in the UK and Continental Europe. The offer covers product, advice, perspectives and the overall client experience, with specific services including thought leadership from Vanguard’s Adviser Research Centre, model portfolio services, and partnerships. Prior to that, he was responsible for direct clients in Canada, product for the Americas, and product strategy for Europe. Before joining Vanguard in 2016, Scott worked in various global roles in banking and strategy consultancy, focusing on asset and wealth management. He holds a BA in Economics & Management from the University of Oxford, and is a CFA charterholder.
Senior Specialist, Advisory Research Centre
Warwick Bloore, FPFS® is a Senior Specialist for Vanguard’s Financial Advisor Services. His role includes the research of financial planning and investment strategies that advisers and intermediaries can use to help maximise the value they add to their clients.
He joined Vanguard in 2019, having previously worked in the advice industry since 2007, advising private individuals and corporates, both in the UK and abroad. His areas of expertise include portfolio construction, tax planning, retirement planning, estate planning and protection.
Warwick holds an M.A. in economics from Cambridge University. He is a Chartered Financial Planner as well as a Fellow of the Personal Finance Society.
Senior Strategist, Advisory Research Centre
Sebastian Lewis, CFA, is a senior strategist in Vanguard’s Advisory Research Centre. He worked at Morgan Stanley in equity sales from 1999-2003 and then joined Sanford Bernstein in New York where he spent 15 years covering asset managers, hedge funds and sovereign wealth funds. From 2018-2022 he was Director of European Research at Sanford Bernstein in London. Sebastian joined Vanguard in January 2024.
Senior Specialist, Advisory Research Centre
Fabrizio works as a senior specialist in Vanguard’s Advisory Research Centre in Europe. Prior to joining Vanguard, he worked as a director of the European Retail Research and Consulting practice of Cerulli Associates in London, as the lead analyst for the European Thought Leadership programme of State Street and as a senior analyst in the Asset & Wealth Management Research Centre of PwC in Luxembourg. Fabrizio has more than 15 years of experience in research (from field research to academic, sectorial, country, economics, and industry research) including 10 years in asset and wealth management industry-focused research and analysis.
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.
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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