Past event

IFA roadshows

Throughout 2024 we will be hosting a series of in-person events for advisers across the country. Enjoy complimentary food and drink, gain valuable CPD points and learn more about our research-led approach to asset allocation and portfolio management.

2024 Across multiple locations

Register your interest
Eligible for 1h 30 minutes CPD

Tunbridge Wells: Breakfast seminar

Tuesday 13th February

The power of asset allocation

Dan James, Head of Asset Management, will share insight into our views on the markets for 2024 exploring the potential risks and opportunities that lie ahead. He will then demonstrate why active asset allocation is pivotal in delivering true risk adjusted returns for client portfolios. 

Rebecca Stein, Head of Tailored DFM will explain how this fits into our proposition, the consumer duty landscape and where this service may be of benefit for your clients.

  • When: Tuesday 13th February, 8:30am to 10:30am
  • Where: Hotel du Vin & Bistro, Royal Tunbridge Wells, TN1 2LY
    Eligible for 1h 30 minutes CPD

    Glasgow: Lunch seminar

    Wednesday 28th February

    MPS and the importance of active management

    Benedict Tottman, Multi-Asset Strategist and Portfolio Manager, will share insight into our views on the markets for 2024 exploring the potential risks and opportunities that lie ahead. 

    Dan James, Head of Asset Management, will present on our fixed income positioning and the importance of active management in this asset class. Peter Brookes, Portfolio Manager, will cover our MPS portfolio implementation and positioning strategy.

    • When: Wednesday 28th February, 12:30pm to 14:15pm
    • Where: The Ivy, Glasgow, G1 2NB
    Eligible for 1h 30 minutes CPD

    Edinburgh: Breakfast seminar

    Thursday 29th February

    MPS and the importance of active management

    Benedict Tottman, Multi-Asset Strategist and Portfolio Manager, will share insight into our views on the markets for 2024 exploring the potential risks and opportunities that lie ahead. 

    Dan James, Head of Asset Management, will present on our fixed income positioning and the importance of active management in this asset class. Peter Brookes, Portfolio Manager, will cover our MPS portfolio implementation and positioning strategy.

    • When: Thursday 29th February, 9:45am to 11:30am
    • Where: The Bonham Hotel, Edinburgh, EH3 7RN
    Eligible for 1h 30 minutes CPD

    Bristol: Breakfast seminar

    Thursday 17th March

    Cash is no longer king

    With interest rates forecast to fall this year, is it time for clients to switch their focus to investing? Short-dated UK government bonds offer a higher-yielding tax efficient alternative to cash.

    Dan James, Head of Asset Management, will present on our fixed income positioning and the importance of active management in this asset class.

    • When: Thursday 17th March, 08:30am to 10:30am
    • Where: Aerospace Bristol, BS34 5BZ

    More insights

    Knowledge
    AKG Research Paper 2023
    How will financial advice evolve in the coming years? Download your copy of the research paper on the future of advice, written in partnership with AKG.
    Knowledge
    Guide to working effectively with investment partners
    Explore our latest IFA research with specialist research firm NextWealth, helping your firm navigate Consumer Duty, build efficiencies within the business and improve how you add value to the client relationship.
    27
    Mar 2024
    Event
    Quarterly MPS Webinar - March 2024
    Chaired By Dan James
    Head of Asset Management

    Register your interest

    To register your interest for our upcoming events, please complete the form. Alternatively, speak to your business development contact at Charles Stanley.

    Which of the upcoming events would you like to hear more about?
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