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.
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,
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.
David shares some of his valuable insights, which he has collected in his 38 years' experience in the industry, with the audience, followed by a quick update on international affairs.
While product manufacturers and advisors struggle to get to terms with the new disclosure requirements that came in force under Mifid II and the IDD, new product governance regulation has largely been overlooked. John will highlight the points advisers need to be aware of to ensure Prod compliance within their businesses.
John Lester, director, business development, Square Mile Investment Consulting & Research
John provides investment consulting and client management services to a variety of financial advisers, life companies and investment management firms.
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