Parmenion / Tatton Investment Management

Join us at Parmenion’s Bristol offices to hear from two of the heavyweight pioneer firms, Tatton Investment Management and Parmenion.

Both Tatton and Parmenion have been at the forefront of change in the management and custody of client assets and we’ve brought Justine Randall, Chief Commercial Officer at Tatton and Mike Morrow, Chief Commercial Officer at Parmenion to present their thoughts on the future of MPS and platforms.

Tatton is the largest MPS provider in the UK and revolutionised the sector when it launched in 2013, reducing cost, transforming service expectations and allowing IFAs to compete on an even playing field with traditional wealth managers and vertically integrated firms.

Parmenion’ purpose-built platform offers award-winning investment management, intuitive technology, and excellent customer service, making it one of the most efficient platforms in the UK.

Agenda

09:30	Networking and refreshments
10:00	Welcome
10:15	Welcome to Parmenion
10:40	Coffee break
11:00	Tatton Investment Management
11:25	Panel discussion: An opportunity for you to ask the leadership teams at Parmenion and Tatton Investment Management questions
12:00	Close

Speakers

• Justine Randall – Chief Commercial Officer at Tatton, with 25 years of financial services experience, leading Tatton’s distribution, marketing, and proposition teams.
• Mike Morrow – Chief Commercial Officer at Parmenion, bringing over 30 years of distribution experience, responsible for strategic relationships and mergers in the wealth management sector.