We are delighted to invite you to attend our upcoming MPS webinar, which will be focused on helping advisers and paraplanners to manage the various challenges around MPS.
Your webinar invitation
The benefits of MPS: Why you shouldn’t let your clients move to cash
Thursday 23rd November 10-11:30am
Meet the webinar panellists
Alex Funk, CIO, Schroder Investment Solutions
Alex has many years of financial services experience which ranges from discretionary fund management, corporate finance, banking, capital raising, private equity to venture capital. Alex started managing a discretionary fund management business in South Africa and Mauritius, where he designed and managed model portfolios for financial advisers and wealth management firms across the world.
Alex has extensive experience in managing multi-asset portfolios in the UK and is responsible for a range of portfolios and funds. Alex holds a Bcom Honours in Financial Analysis (Cum Laude) from the University of Stellenbosch, South Africa and is a CFA Charterholder.
Simon Taylor, Head of Strategic Partnerships & Platforms, Investec
Simon joined Investec Wealth & Investments (UK) in 2021. He is responsible for maintaining and developing key strategic partnerships for Investec Wealth & Investment (UK) in the UK Financial Adviser marketplace. His role involves expanding relationships with existing Investec Wealth & Investment (UK) clients and developing new partnerships with National adviser firms, Networks and Adviser Platforms.
Simon has been involved in the UK Financial Services market for over thirty years, having worked at both Standard Life and Aberdeen Standard Life Investments, where he occupied similar senior business development roles. Up until 2021, Simon was Client Director at Aberdeen Standard Investments, with overall responsibility for their strategic investment clients in the Americas. Through this role he formed a close association with the Canada UK Chamber of Commerce where he was appointed a board director.
Chris Curtis, Community Development Manager, Asset Risk Consultants
Chris joined ARC’s Research Team in 2010 and was responsible for qualitative research and overall assessment of investment managers, as well as the Suggestus.com Research Platform. In 2020, he relocated to ARC’s London office to focus on developing ARC’s community of professional advisers and investment managers.
Some of the key questions to be addressed on the day include:
- With performance stagnant across most of the industry in recent years, what is the justification for the additional costs of an MPS?
- What benefits does using an MPS provide in times of high inflation like we are experiencing now?
- What effects has Consumer Duty had on running an MPS and how will this impact IFAs in terms of cost and service?
- How do you manage the challenges and risks associated with timing the market?
- Looking ahead to 2024, what are the main threats and opportunities for MPS?
Register now and earn 1.5 hours CPD
This webinar is for Financial Professionals only. CPD certifiable
