The next two years as the UK negotiates its exit from the EU will create a series of challenges for investors – not least the short term, and possibly long term – moves in asset prices.
But is it possible to manage portfolios for private clients that are not subject to many of these swings in values? If it isn’t, how and what should wealth managers and advisers communicate to their clients if they see valuations moving frequently?
Or perhaps it is possible to partially Brexit-proof portfolios by taking a core and satellite approach looking for strategic and tactical investment opportunities?
This 45 minute CPD accredited webinar will debate these issues and offers listeners some answers which are at the forefront of many investors’ minds currently and more than likely will not disappear for a few years.
Portfolio Manager, UK Equities, Allianz Global InvestorsView presenter info
Andrew joined in July 2004 as a portfolio manager specialising in UK small and mid-cap company portfolios and became the lead Global Equity Small Cap portfolio manager in 2010. Andrew is a member of the European Mid & Small Cap team, and has responsibility for analysing the UK mid cap universe. Andrew joined AllianzGI from Baring Asset Management where he managed the Baring UK Smaller Companies Trust as well as a number of UK smaller companies institutional mandates. Prior to joining Baring, Andrew trained as a portfolio manager at AIB Govett Asset Management. Andrew is a qualified chartered accountant and has also previously worked as an audit manager for Deloitte & Touche.
Head of Strategy, Jupiter Asset ManagementView presenter info
John Chatfeild-Roberts is the Head of Strategy of the award-winning Jupiter Independent Funds Team, having also been the firm’s Chief Investment Officer from February 2010 to September 2015 and an Executive Director of Jupiter Fund Management plc from 2007 to 2016. John has 27 years of experience in investment management and is a Fellow of the Chartered Institute for Securities and Investment. His earlier career in fund management was at Lazard Brothers Asset Management (1995-2001) and Henderson Administration (1990-1995). He held a Short Service Commission in the British Army in the 1980s.
Fund Manager and Head of Multi-Asset Investments, Rathbone Investment ManagementView presenter info
David is Head of Multi Asset Investments for Rathbone Unit Trust Management. He lead manages the Rathbone Multi Asset Portfolios (Rathbone Strategic Growth, Rathbone Strategic Income, Total Return and Enhanced Growth Funds), and co-manages the Rathbone Strategic Bond Fund with Bryn Jones.
He is a member of Rathbones’ Investment Executive Committee, with responsibility across the Group for Rathbones investment proposition offered to multi office financial advisory firms. He also sits on Rathbones’ Strategic Asset Allocation Committee. David joined Rathbones in April 2007 from Baring Asset Management, where he developed their absolute return investment process in the 1990s.
Over his 30 years experience (20 years plus in multi-asset management), David has managed unitised and segregated funds for institutional pension funds, captive insurance companies, corporate trustees and private clients including the Baring Optimum and Extended Risk funds. He joined Barings in 1988 from Hambros Bank in Guernsey, where he started his career in 1984.
David is an Associate of the Chartered Institute of Financial Services.
Group Editorial Director, Incisive MediaView presenter info
Lawrence Gosling is the Group Editorial Director of Incisive Media and the Founding Editor of Investment Week, for which he still writes a weekly column, Gosling’s Grouse. He was also the launch editor of IFAonline, and Mortgage Solutions, Cover and Bloomberg Money magazines, and one of the original judges for the Gold Standard Awards.