Tutors:

• Tom May, CIO, Atlantic House Investments
• Nina MacEwan, Head of Discretionary Sales...

Tutors:

• Andrew Morris, Product Specialist, Canada Life Asset Management
• Craig Rippe, Head of Multi-Asset, Canada Life Asset Management

Learning outcomes:

1. How do income funds work and what options are available for investors wanting to gain a regular income
2. Who are multi-asset income funds for and how close to retirement should investors be opting...

Tutors:

• Tsitsi Mutiti, Investment Manager, Charles Stanley
• Danby Bloch, Head of Editorial Strategy, Platforum
• Sean Osborne, Group Head of Sales, Charles Stanley

Learning outcomes:

1. How to assess and respond to client vulnerability
2. How Covid and its aftermath have impacted on intergenerational wealth transfers
3. How client...

Tutors:

• Tom Buffham, Portfolio Analyst, Brewin Dolphin
• Lee Coates, OBE, Co-Founder, ESG Accord
• Rob Gleeson, CIO, FE Investments

Learning outcomes:

1. The challenges of adding sustainability to an MPS
2. The pros and cons of outsourcing investments via an MPS
3. How the MPS market is developing sustainability options

...

Tutors:

• Paul Young, Head of Business Consultancy, Quilter Financial Planning
• Sarah Elmey, Business Consultant, Quilter Financial Planning
• Mike Simpson, Business Consultant, Quilter Financial Planning

Learning outcomes:

1. The importance of establishing the link between fees and value
2. How to meet the service delivery challenge
3. How...

In this Masterclass we look at the outlook for healthcare investing. What are the key trends and sustainability issues that need to be covered? Our panel consists of three experts from AXA:

• Erick Decker, Head of Responsible, Sustainable and Impact investment Assets at AXA
• Dr Zina Affas Besse, deputy head of healthcare private equity, Axa IM Alts
• Jonathan Dean, head of impact private equity fund management,...

Tutors:

• Bryn Jones, Head of Fixed Income, Rathbones
• Noelle Cazalis, Fund Manager, Rathbones
• Kate Elliot, Head of Ethical, Sustainable and Impact Research, Rathbone Greenbank

Learning outcomes:

1. The future role of fixed income in a client portfolio
2. What the last 20 years can teach investors about fixed income’s characteristics
3. The...

In this fixed income Masterclass, a panel of experts discuss the outlook for fixed income and what the rest of 2022 and beyond holds for it. Taking part are:

• Nick Hayes, Fund Manager, AXA Global Strategic Bond Fund, AXA Investment Managers
• KJ Sinha, Fund Manager, Canada Life Asset Management
• Madelaine Jones, Portfolio Manager, Oaktree Capital Management

Learning Outcomes:...

Tutors:

• Douglas Turnbull, Global Smaller Companies...

Tutors:

• Graham Finlay, Vice President of Strategic and Technical Sales Team, BMO Global Asset Management
• Julia Dreblow, Founder, SRI Services...

Tutors:

• Hilary Banks, Sales Director, Guardian Financial Services
• Phil Deacon, Head of Claims, Guardian Financial Services

Learning Outcomes:

1. To understand how the pandemic and new regulation is influencing the critical illness protection market
2. To learn the common triggers of critical illness protection as well as understand what a claims process...

Tutors:

• Warren Page, Recruitment Director, St. James's Place
• Eddie Grant, Director, Technical Connection, St. James's Place
• Andrew Cullen-Jones, Director of Business Development and Advice, St. James's Place
• Adrian Speed, Head of Partner Finance Consultancy, St. James's Place

Learning outcomes:

1. Understand what it really means to be a...