Your webinar invitation
MPS: An investment strategy to suit every investor
Thursday 17th November 10-11:30
Following the recent publication of our comprehensive annual MPS report, join us for an in-depth discussion of the advantages for IFAs and their clients of using a Managed Portfolio Service.
We will be joined by experts in the space, including Ben Gilbert, Senior Associate Partner and Model Portfolio Manager at Sarasin.
Ben will answer a variety of questions, such as:
- Sarasin is well-known as one of the early adopters of global thematic investment. Could you explain briefly what this means and how it is expressed in the Sarasin model portfolios?
- Inflation is very much at the forefront of investors’ minds at the moment. How are your funds positioned to help clients navigate their way through this difficult period?
- What has worked well – and not so well – in the portfolios recently? Are there any particular underlying holdings that it’s been particularly good to have in the portfolios?
- Like many other fund managers, Sarasin is running relatively high cash balances at the moment. Could you explain why this is and how long you expect it to last?
- At times like this, clients are naturally much more risk-averse and might lose sight of the longer-term thematic growth perspective. What would you say to a client who was considering switching to much more risk-averse investments at this stage?
About Ben Gilbert, Senior Associate Partner and Model Portfolio Manager at Sarasin
Ben is primarily responsible for managing portfolios on behalf of UK private clients and Professional Intermediaries. Prior to joining Sarasin in January 2019, Ben was a Director at Tilney, where he worked with private clients as well as sitting on the Asset Allocation and Fund Selection committees.
Ben attended University College London and has a First-Class Honours degree in History & Philosophy of Sciences. He has passed the Chartered Institute for Securities and Investments (CISI) Masters in Wealth Management, Private Client Investment Advice & Management qualification (PCIAM) and CFA Level 1. Ben is also a Chartered Fellow of the CISI.
