In a world where investment selection is increasingly driven by cost over performance and indexation over active management, Mark will cover what IFAs should look for in multi-manager funds to ensure they match their client risk profiles.
Mark Piper, investment director, Canaccord Genuity Wealth Management
Mark has been the manager of the CGWM Opportunity Fund since its launch in April 2001.
The best investment return needn't be the biggest headline figure. David will examine how British expats should evaluate their investments and future opportunities.
David Denton, head of international technical sales, Old Mutual Wealth
David works with financial advisers and their clients all over the world, specialising in taxation, trusts and pensions.
Gillian will be covering intergenerational wealth transfer, the potential scale of asset flows to future generations and how to quantify this for your business.
Gillian Hepburn, UK intermediary solutions director, Schroders
Gillian has more than 30 years’ experience in financial services and has recently joined Schroders.
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