Multi-manager investing in an increasingly cost-driven & passive world

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. 

Brexit, Boris and beyond – how multi-asset investing solves the ‘safe harbour’ problem

Short-term political and economic ‘noise’ can persuade advisers to re-allocate investments, simply to keep fearful investors happy. But timing never works. Graham will discuss how to show that your portfolios can weather the most serious storms and still produce long-term higher returns with lower risk. 

Graham Bentley, non-executive director,
Marlborough International 

Property, pensions or PPLI

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.

Intergenerational wealth transfer, considerations for your clients and your business

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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