Events

Market Update Webinar (Tuesday 14th July)

Our Senior Investment Analyst, Chris Rush, provides performance updates on the IBOSS investment solutions, as well as sharing his views and insights on the latest developments shaping global markets.

We also have guest speaker Hugh MacTruong, Senior Distribution Strategy Manager at Legal & General Investment Management, joining us.

Hugh will be sharing his expert insights into the infrastructure sector.

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Market Update Webinar (Tuesday 16th June)

Our Investment Director, Chris Metcalfe, provides performance updates on the IBOSS model portfolios and OEIC Fund Range, as well as sharing his views and insights on the latest developments shaping global markets.

Our Senior Investment Analyst, Chris Rush, contributes some attribution analysis on global equities and we also had guest speaker Chris Bowie from TwentyFour Asset Management join us to provide some expert views on Fixed Income.

Chris is the lead manager for the TwentyFour Corporate Bond Fund and is a member of the firm’s Investment Committee and ESG steering group.

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Market Update Webinar (Tuesday 26th May)

Our Senior Investment Analyst, Chris Rush, provides performance updates on the IBOSS model portfolios and OEIC Fund Range, as well as sharing his views and insights on the latest pandemic developments shaping global markets, with a particular insight into the dispersion of returns across various asset classes.

We also had guest speaker Colin Morton from Franklin Templeton join us. Colin is a vice president, lead manager of the Franklin UK Equity Income Fund, specialising in large cap UK equity analysis and investment.

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10% Drop Rule - Roles and Responsibilities Webinar

In the recent market turbulence, the 10% depreciation notification rule has really been put to the test. We have seen many financial advisers/senior management revisit their approach and consider the roles and responsibilities when setting up partnerships with discretionary fund/investment managers model portfolio services (DFM/DIM's MPS).

Join us and guest speaker Mike Barrett, The Lang Cat's Consulting Director, as we discuss the key regulatory points for research and due diligence, as well as focusing on MiFID II, 10% depreciation, platforms, and the cost and charges disclosure.

We also looked at how financial advisory firms should approach their client agreements with discretionary or model portfolio providers and PI insurers.

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Market Update Webinar (Tuesday 12th May)

Investment Director, Chris Metcalfe provides performance updates on the IBOSS model portfolios and OEIC Fund Range. As well as a look at some asset class performance over the short term COVID-19 period.

We also had guest speaker James Thomson from Rathbones join us. James has been the lead manager of the Rathbone Global Opportunities Fund for the past 16 years. The fund is one of the top performing funds in the IA Global sector and James provided an insight into how he is managing the fund through the volatile market conditions caused by the global pandemic.

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Market Update Webinar (Tuesday 21st April)

Our Senior Investment Analyst, Chris Rush, takes a look at the most recent performance of the IBOSS investment solutions in more detail, as well as various asset classes since the Coronavirus outbreak.

We were also joined by George Godber of Polar Capital, Co-Manager of their UK Value Opportunities Fund, who shared his views on the current and long-term investing outlook for the UK, providing some invaluable insights.

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Market Update Webinar (Tuesday 7th April)

Hear the latest views from our Investment Director, Chris Metcalfe as the global economic uncertainty continues.

We were also joined by Bryn Jones of Rathbones, who shared his own insights into the current markets and in particular the Fixed Income sector.

The webinar is approximately 45 minutes and is CPD accredited.

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Market Update Webinar (Tuesday 24th March)

Global markets have seen a wave of unprecedented volatility in recent weeks, as investors grapple with all kinds of chaos caused by the Coronavirus (COVID-19).

Due to these extraordinary times we find ourselves in, we hosted a Market Update Webinar, offering you the opportunity to hear the very latest views of our expert Investment Team.

The webinar is CPD accredited and is for professional financial advisers only.

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Sustainable Investing 2020

We regret to inform you that, due to the Coronavirus (COVID-19) outbreak, we have unfortunately had to postpone our upcoming ‘Sustainable Investing 2020’ event in London on the 17th March.

In the interests and safety of attendees, some of whom had already notified us they were no longer willing to travel through London, and our own staff, we have made the decision to delay the event.

We will be liaising with L&G Investment Managers and Federated Hermes and will be back in touch with a new date as soon as feasible.

We sincerely apologise for any inconvenience caused. Please keep an eye out for an announcement of a rearranged date for ‘Sustainable Investing 2020’.

POSTPONED