Private Clients Adviser Meeting: New Session in London on 16th March, 2016

by | Feb 26, 2016

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Due to popular demand, there’s a new private clients adviser meeting scheduled for London on 16th March, 2016.

It will explore “new thinking” for income generating investments in this volatile market and enable advisers to get face-to-face access to some of the leading investment managers, and get the latest thinking on strategies to generate income for clients.

With huge volatility in the market, the slowdown in China, and clients having more access to their pension pots, now is the time for advisers to re-examine their clients’ portfolios.


Solicitors, accountants, wealth managers and IFAs are all invited to this educational and networking CPD accredited event.

For more information, click here.

This is how the agenda looks at the moment:


9:30      Registration opens. Coffee and networking.

10:00    Event starts. Introduction and welcome by Alex Sullivan, Publisher of IFA magazine

10:05    Pensions drawdown – what your clients need to know, what the opportunities are -Robert Salter, Investment Management Director, Brooks Macdonald


10:25     Strategy Spotlight – Should clients be taking a “Passive” approach? Simon Cordery, BMO Global Asset Management (EMEA)

11:25     Tax efficient investments to generate income, can George Osborne help your clients? Dr Paul Jourdan of Amati Global Investors

11:40     Coffee Break


11:55     (Alex Sullivan intro) What products are best suited to these market conditions?

11:55     Investec Structured Products

12:15     Nick Britton, Head of Training at the Association of Investment Companies Dividend heroes: the structural income advantages of investment trusts


12:35     Dr Paul Jourdan of Amati Global Investors UK Smaller Companies Funds

12:55     Investing for Income – don’t follow the herd – Felicity Smith, Hempshill Hall Asset Management

13:10     Lunch and Networking


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