The adviser landscape is changing. Client needs are becoming more diverse, regulation more demanding, and inheritance tax and wider tax planning considerations are now shaping advice conversations much earlier than before. As a result, the long-held assumption that one platform or one portfolio can suit everyone is increasingly being challenged.
The Binary / Fundment Regional Summer Tour brings this conversation into the room.
This in-person series will travel across the UK, exploring how advisers can build more flexible, client-led solutions by rethinking platform infrastructure and portfolio construction in the context of tax, estate planning, and real client outcomes. The focus is on moving beyond generic models towards approaches that reflect the full complexity of clients’ financial lives.
Alongside this, we will share specialist insight into how evolving tax considerations – including Inheritance Tax - are being integrated earlier and more deliberately into the advice journey, and how these can sit coherently alongside platform and portfolio decisions within a holistic planning framework.
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.
Hugo is the Lead UK Investment Strategist for UK Models within the Multi Asset Strategies and Solutions team. Hugo is responsible for covering the UK Wholesale segment, supporting IFAs, Private Banks, Digital Banks, and Investment Platforms with multi-asset investment solutions for their clients.
Benjamin Jones is Global Head of Research within the Strategy & Insights team at Invesco. He leads a diverse team delivering macro, market and asset allocation insights to support investment decisions across public and private markets globally.
He joined Invesco in 2021 to lead research for the Henley Multi Asset team, working closely with portfolio managers to shape core market views, before stepping into his global role in 2025.
Prior to this, Ben spent 15 years at State Street Global Markets as an Equity and Multi-Asset Strategist, where he developed and applied proprietary market indicators and led asset allocation research.
His work is driven by a deep curiosity for markets, history and geopolitics, and a focus on helping investors navigate an increasingly complex investment landscape.
Alvin Rogers is a highly accomplished and sought-after speaker, renowned for their expertise and captivating stage presence. With a diverse background in [relevant field or industry], they bring a wealth of knowledge and experience to every speaking engagement. Their dynamic and engaging style seamlessly combines powerful storytelling with actionable insights, leaving audiences inspired and equipped with practical strategies for success. Alvin has delivered impactful keynote addresses at prestigious conferences and corporate events worldwide, consistently receiving rave reviews for their ability to connect with and energize audiences. Whether addressing topics such as [specific areas of expertise], leadership, or innovation, Alvin is dedicated to empowering individuals and organizations to reach their full potential.
