Event details
The award-winning GrowthInvest Adviser Hour drives education and understanding of tax-efficient and alternative investments, with discussions on the opportunities and challenges that advisers face. First launched in early 2018, and now into its eighth series, the Adviser Hour has transformed the online and educational landscape for financial advisers looking for the latest information and insights on tax efficient and alternative investments.
Inheritance tax planning can be the cornerstone of many of the financial planning solutions which advisers put in place, But with so many options for clients out there, how can advisers best analyse and select the right fund or combination of funds for themselves? And make sure underlying investment schemes deliver what investors expect
Topics for the Autumn Episode will include:- Asset backed or AIM?
- Inter-generational planning
- Private company valuations
- Volatility of AIM portfolios, and the downturn in the AIM market
- What advisers should look for in a manager
- What impact on client’s existing portfolios
- Liquidity
We ask a panel of industry experts these key questions and more.
As well as an in-depth exploration of market trends and analysis, we will also be asking the panel a series of questions from Advisers, in our new Adviser Clinic section.
Tune in at 10am on Tuesday 18th October 2022 and find out the latest on key industry trends, opportunities, and challenges, and what it looks like to be an adviser at the forefront of tax efficient investments in 2022.
Panel
Catherine has an MBA in finance and trained as a lawyer. She has worked as a producer and reporter for numerous channels including ESPN, Sky, BeIN Sports, the BBC and Channel 4. She runs a real estate company and continues to work in broadcasting.
Stephen is a co-founder, major shareholder and director of Fundamental Asset Management where he oversees the trading, asset allocation and operational aspects of managing all AIM IHT portfolios at Fundamental. Stephen started his career at the investment bank, UBS in 1990. Following 9 successful years, which saw him progress to becoming a sales trader on the European portfolio trading desk, Stephen joined Washington Asset Management where he was senior trader for a US Long/short hedge fund. Stephen helped grow the fund from $30m to $250m before leaving in 2004 to co-found Fundamental.
With over ten years’ experience in financial services, Nick joined Downing in 2015 as a Business Development Manager. Prior to that, he worked for Canada Life with a focus on offshore and IHT products in the London area. Nick is DipPFS qualified, and he previously worked in third way investments and as an adviser at Barclays.
As Head of PK Wealth, Michael has extensive investment experience and is involved in the asset allocation, investment selection and portfolio construction process. Prior to joining PK Wealth, Michael spent twenty years with Brooks Macdonald Asset Management where, as a director of the company, he ran an investment team. Michael helped to set up two other discretionary investment management businesses before joining PK Wealth in January 2016.
LinkedIn: https://www.linkedin.com/in/michael-usher/
Henny joined TIME in January 2014 as the Business Development Director for London. Over the last 8 and a half years Henny has worked exclusively with financial advisers, wealth managers and private banks helping planners add value to their client bank and their professional connections. She has spent over 14 years in the tax efficient investment industry and is a regular speaker at industry events.
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