Financial Adviser Masterclass |
20.09.2016
DoubleTree by Hilton Hotel Edinburgh City Centre
9am-1pm
'Keep calm and carry on' may be a well-worn mantra but it has held true, especially after the UK's decision to leave the European Union sent investors - and global markets - into a state of shock.
Headlines speak of property funds suspending trading, sterling sliding and volatility in domestic and overseas equities, but what is really going on behind the headlines? How can you steer your clients through the market noise towards a calmer approach to long-term investment planning?
This Masterclass, in partnership with Russell Investments, aims
to help you engage with your clients so they are not tempted to act on
sentiment, but instead act on common sense. It will also endeavour to give you
practical insights into forging long-term investment portfolios that will
better weather the twists and turns the markets will no doubt see as the
Please note the event is for financial intermediaries only.
Agenda:
9am – Registration & Light breakfast
9.25am – Welcome address: Emma-Ann Hughes, Editor, FTAdviser.com & Financial Adviser
9.30am – Bill Jamieson, Financial Journalist
Making sense of Brexit headlines for your clients
10am – Nick French, MD, UK Wealth Management, Russell Investments
Best ways to communicate to save your clients from themselves
10.45am – Coffee & Networking
11am – Brian Steeples, Managing Director, The Turris Partnership Limited & Past-President, Personal Finance Society
Protecting your clients from market movements post-Brexit
11.30am – Nick French, MD, UK Wealth Management, Russell Investments
Helping your clients achieve their goals
12.15pm – Panel: How to calm clients post Brexit
Panelists:
Neil Winstanley, IFA, Bellpenny
Brian McQuarrie, IFA, Citypoint Wealth
Nick French, MD, UK Wealth Management, Russell Investments
12.45pm – Lunch & Close
A certificate of attendance will be provided for CPD purposes.
Address: DoubleTree by
Parking: Semple Street; Tickets will be validated at for £7 for 24hrs