Smarter Platforms. Smarter Portfolios.
The end of one-size-fits-all
LIVE Events across the UK
Exclusive event for financial advisers and professionals
Sponsors
Guest Speakers
Discover. Connect. Evolve.
The adviser landscape is changing. Client needs are more diverse, regulation more demanding, and the old idea that one platform or one portfolio can work for everyone is being challenged.
The Binary / Fundment Regional Summer Tour brings that conversation into the room.
Across the UK, this in-person series will explore how advisers can build more flexible, client-led solutions by rethinking both platform infrastructure and portfolio construction – moving beyond generic models towards approaches designed around real client outcomes.

Featured Locations
Meet Our Speakers
Sarb Thind from Binary Capital will explore tailored MPS design, what “evidence-based investing” really means in practice, and how endowment-style portfolio thinking can support better long-term outcomes.
Vikkesh from Fundment will focus on cutting through platform complexity – simplifying the tech stack, unlocking the benefits of white-labelled platforms and examining how real disruption is changing the adviser experience.
Octopus Investments will explore IHT and Business Relief planning through a client-led lens, reinforcing that no two clients are the same and effective solutions must be tailored accordingly.
(Only appearing at the London Event)
(Only appearing at the London Event)
Scotland
Monday, Jun 22
East Midlands
Wednesday, Jun 24
South West
Wednesday, Jul 1
London
Wednesday, Jul 22
12:00pm – 12:15pm
Arrival & Refreshments
12:15pm – 12:45pm
Session 1
12:45pm – 1:15pm
Session 2
1:15pm – 1:30pm
Break
1:30pm – 2:00pm
Session 3
2:00pm onwards
Mingle with our speakers
12:00pm – 12:15pm
Arrival & Refreshments
12:15pm – 12:45pm
Session 1
12:45pm – 1:15pm
Session 2
1:15pm – 1:30pm
Break
1:30pm – 2:00pm
Session 3
2:00pm onwards
Mingle with our speakers
12:00pm – 12:15pm
Arrival & Refreshments
12:15pm – 12:45pm
Session 1
12:45pm – 1:15pm
Session 2
1:15pm – 1:30pm
Break
1:30pm – 2:00pm
Session 3
2:00pm onwards
Mingle with our speakers
2:00PM - 2:15PM
Arrival & Refreshments
2:15pm – 2:45pm
Session 1
2:45pm – 3:15pm
Session 2
3:15pm – 3:30pm
Break
3:30pm – 4:00pm
Session 3
4:00pm – 4:30pm
Session 4
4:30pm – 5:00pm
Session 5
5:00pm onwards
Mingle with our speakers
Plan Your Trip
Make the most of your conference experience by planning your trip in advance. Find convenient hotels, book exciting tours, and secure tickets to local attractions — all in one place. Turn your business trip into a memorable getaway.
