Powerful Strategies and Perspectives from Morningstar UK 2025

Richard Waugh and John McDonald attended last week's Morningstar Strategic Partner event and Morningstar Investment Conference UK 2025 in London.

The conference theme "Enduring Principles, Evolving Strategies" aligned perfectly with our wealth management philosophy. Morningstar CEO Kunal Kapoor's enthusiasm for the industry's evolution was truly inspiring, setting the tone for an exceptionally valuable experience.

Powerful Insights for Clients

The conference featured outstanding contributions from Morningstar Investment Management's leadership team. Mike Coop and Dan Kemp shared their approach to building resilient portfolios designed to navigate complex financial landscapes.

Dr. Ryan Murphy's behavioural science insights provided powerful frameworks that directly enhance how we help clients articulate meaningful goals rather than vague aspirations-particularly valuable in emerging markets.

Distinguished Guest Speakers

Keynote speakers Alastair Campbell and Sir Clive Woodward offered compelling perspectives on leadership, strategic thinking, and achieving excellence.

Bringing Global Excellence Home

Events like these are rare opportunities to exchange ideas with some of the industry's thought leaders. In Kenya's investment landscape, where access to such global perspectives is limited, we're committed to bringing these insights directly to our clients.

The conference validated our approach - focusing on specific goals and behaviour rather than chasing market trends leads to better long-term outcomes. This has always been the cornerstone of how we work with our clients.

To find out more about successful family wealth and enterprise management advisory, get in touch at info@waughmcdonald.co.ke.