In June 2019 Momentum Media’s wealth platforms Investor Daily and ifa were invited to join a delegation of over 50 financial professionals as part of the AIOFP’s 2019 Offshore Conference in Europe.
The annual event kicked off in Lisbon, Portugal on 20 June, with Momentum Media represented by its wealth editor James Mitchell.
The vibrant port city provided the perfect backdrop for a three-day conference that focused on the sweeping changes transforming the Australian financial advice industry.
“Spending quality time with leading financial advice professionals and dealer group heads in the historic town gave Momentum exclusive access to some of the greatest minds in the profession,” said Mitchell.
“We were able to report and file exclusive, breaking news stories directly from Lisbon to an audience of over 20,000 financial advisers and many more fund management professionals back in Australia through the ifa and Investor Daily platforms.”
From Lisbon, Mitchell flew to London, where the highlight was a private tour through the infamous Lloyds of London marketplace and a visit to the UK headquarters of the reinsurance giant Swiss Re at 30 St Mary Axe, most commonly known as The Gherkin building.
“Once again, ifa and Investor Daily were given exclusive access to some of the major decision-makers in the city’s insurance market and were able to provide analysis of the Lloyd’s of London marketplace and the role it plays in the professional indemnity insurance costs of Australian financial services professionals,” he said.
Overseas tours have now become a regular part of the wealth team’s calendar and provide the content team with the opportunity to strengthen relationships with key decision-makers in Australian wealth management as well as build new contacts abroad.
“Journalism is fundamentally a people business built on trusted relationships, not unlike financial services,” Mitchell said.
“In this regard, the AIOFP Offshore Conference was the perfect opportunity to grow relationships with Australia’s major wealth managers in a close-knit environment with a healthy mix of leisure activities and learning.
Mitchell also gave a presentation at the conference about the fallout of the royal commission and the role of industry bodies during times of crisis. He travelled as a guest of the AIOFP.