Tatton and Parmenion
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.
Latest Past Events
Parmenion / Tatton Investment Management
Parmenion Offices Aurora, Counterslip, Bristol09:30 | 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 |
Northern Ireland
Culloden Estate Bangor Road, Hollywood, Northern IrelandWelcome Breakfast and State of the Nation: | Paul Hogarth, TAM Plc CEO | |||
Market Update: | Lothar Mentel, TIML CEO and CIO | |||
Business and Proposition Update: | Justine Randall, TIML CCO | |||
Technology in Financial Advice: | A Fintegrate Overview | |||
'Don't time the market': | Chris Robinson, TIML Head of Investment Specialist Team | |||
Q+A and Close: | Tatton Team | |||
Buffet Lunch and Networking |
Edinburgh – Afternoon Session
Waldorf Astoria Edinburgh-The Caledonian Princes St, EdinburghWelcome Lunch and State of the Nation: | Paul Hogarth, TAM Plc CEO | |||
Market Update: | Lothar Mentel, TIML CEO and CIO | |||
Business and Proposition Update: | Justine Randall, TIML CCO | |||
Technology in Financial Advice: | A Fintegrate Overview | |||
'Don't time the market': | Chris Robinson, TIML Head of Investment Specialist Team | |||
Q+A and Close: | Tatton Team | |||
Refreshments & Networking |