CASE STUDY
Annual IFA Roadshow
Four leading investment managers. One joined up experience
Four asset managers. One national forum
Aberdeen Investments | Baillie Gifford | BNY Mellon Investment | Columbia Threadneedle Investments
At a glance
The Joint Investment Forum, brings together four of the UK’s largest asset managers to connect with financial advisers across the country.
Nine events over three weeks every January. Simple on paper, less so in practice. The challenge is balancing four distinct businesses within one programme, giving each partner equal opportunity to share insights and build relationships while creating a valuable experience for advisers.
Powwow works closely with the partners to shape the agenda, develop the brand identity and select the right locations and venues. We manage marketing, delegate recruitment and registration to attract the right audience in. From there, we maintain a consistent standard from city to city, supporting speakers, overseeing production and navigating weather and travel challenges to keep the roadshow well and truly on the road.
Sustainable branded collateral, delegate communications and post event reporting support the experience and provide value insights to measure its impact for future programme planning.
The result, a national forum that gives each partner equal visibility and more than 500 advisers a valuable start to the year.
“This series ran like clockwork from start to finish. Powwow were on top of their game at every stage, without doubt the main reason for its success.”
Four asset managers. No favourites.
See how we turn complex briefs into joined-up experiences.
OUR APPROACH