One event, two agendas to
choose from
Join Vanguard’s CEO, Salim Ramji, at our Vanguard AdVance conference as we look to the future of investing and advisory services.
We have two agendas: one for financial advisers and one for investment professionals.
Both feature senior Vanguard leaders and special guest Simon Rogerson, Octopus Group CEO and co-founder.
How to demonstrate your value during times of change.
What AI means for markets, investors and advisers.
Why you need to adapt to succeed in a rapidly changing world – and how you can future-proof your proposition.
How innovation, technology and regulatory change will shape the future of advice and investing.
View each agenda and register below
Registration and breakfast (9:00–9:30)
50 years of disruption (9:30–10:15)
Vanguard’s CEO, Salim Ramji, explores what the next 50 years holds for investors and how Vanguard intends to support advisers through a changing landscape.
Speaker: Salim Ramji, Vanguard CEO, hosted by Doug Abbot, Head of UK Client Group, Vanguard.Megatrends: Uncovering the truth beyond the noise (10:15–11:00)
Joe Davis, Vanguard Global Chief Economist, delves into the major forces – such as AI – likely to affect markets as well as transform the economy and society as a whole.
Speaker: Joe Davis, Global Chief Economist and Global Head of the Investment Strategy Group, Vanguard, hosted by Shaan Raithatha, Senior Economist & Strategist, Investement Strategy Group, Vanguard Europe.Coffee break (11:00–11:20)
Coffee and networking break.
From rules to results: How evolving regulations can boost your business (11:20–12:10)
The FCA is adapting its approach to the regulation of financial advice. We’ll explore this as an opportunity to strengthen your business with better outcomes for clients.
Speakers: Katy Hyams, Public Policy Director, UK, European Public Policy, Vanguard, Paul Feeney, CEO, Shackletons and Carol Knight, CEO, TISA, hosted by Matt Haigh, Business Development Manager, UK Client Group, Vanguard.Sustaining success: Building a resilient advice practice (12:10–13:00)
When confronted with change and uncertainty, financial advisers must deliver value to clients today while protecting the business from future risk. This panel session will draw on the expertise and direct experiences of industry leaders.
Speakers: Nick Davis, MPS offer and development, Vanguard Europe; Cathi Harrison, Founder & CEO, Verv; and Ian Dickinson, CEO, Lifetime, hosted by Tania Allerton, Head of UK Adviser Client Group, Vanguard.
Lunch (13:00–13:45)
Octopus Group: Adapting to succeed: The importance of meeting consumers’ evolving needs (13:45–14:30)
Octopus Group CEO and co-founder, Simon Rogerson and Jon Cleborne, Vanguard’s Head of Europe, discuss how aligning consumer and commercial objectives can futureproof your business proposition.
Speakers: Simon Rogerson, CEO, Octopus Group and Jon Cleborne, Managing Director, Vanguard Europe, hosted by Robyn Laidlaw, Head of Distribution, Vanguard Europe.Adviser’s Alpha: A partnership 25 years in the making (14:30–15:15)
We celebrate 25 years of Adviser’s Alpha and look at how technology, innovation and the democratisation of financial advice are likely to shape the future.
Speakers: Fran Kinnery, Head of Vanguard Investment Advisory Research Center and Warwick Bloore, Senior Specialist, Advisory Research Centre, Vanguard Europe.Coffee break (15:15–15:35)
Coffee and networking break.
Adviser's Alpha: Realising the emotional value of advice (15:35–16:20)
Research shows that clients increasingly value the emotional aspects of good financial advice. We offer guidance on best practices to help your clients achieve peace of mind through your services.
Speaker: Paulo Costa, Senior Behavioural Economist, Vanguard and Fabrizio Zumbo, Senior Specialist, Advisory Research Centre, Vanguard Europe.Closing remarks (16:20–16:30)
Speaker: Doug Abbott, Head of UK Client Group, Vanguard.
Networking (16:30–18:00)
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: An award-winning venue in the heart of London
This multi-sensory art gallery turned conference space will give you a 360 degree perspective on the past, present and future of investing.
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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