FA Masterclass - Calming clients post Brexit

Time and date: 20 September 2016 9.00 AM to 20 September 2016 1.00 PM
Location: Edinburgh, DoubleTree by Hilton Hotel Edinburgh City Centre
Organiser: Financial Adviser
Website: Click here

'Keep calm and carry on' may be a well-worn mantra but it has held true, especially after the UK's decision to leave the European Union sent investors - and global markets - into a state of shock.

Headlines speak of property funds suspending trading, sterling sliding and volatility in domestic and overseas equities, but what is really going on behind the headlines? How can you steer your clients through the market noise towards a calmer approach to long-term investment planning?

This Masterclass, in partnership with Russell Investments, aims to help you engage with your clients so they are not tempted to act on sentiment, but instead act on common sense. It will also endeavour to give you practical insights into forging long-term investment portfolios that will better weather the twists and turns the markets will no doubt see as the UK negotiates its Brexit terms with the European Union.

Please note the event is for financial intermediaries only.

Agenda: 

9am – Registration & Light breakfast

9.25am – Welcome address: Emma-Ann Hughes, Editor, FTAdviser.com & Financial Adviser

9.30am – Bill Jamieson, Financial Journalist

Making sense of Brexit headlines for your clients

10am – Alex Boni, Associate Regional Director, Russell Investments

Best ways to communicate to save your clients from themselves

10.45am – Coffee & Networking

11am – Brian Steeples, Managing Director, The Turris Partnership Limited & Past-President, Personal Finance Society

Protecting your clients from market movements post-Brexit

11.30am – Nick French, MD, UK Wealth Management, Russell Investments

Helping your clients achieve their goals

12.15pm – Panel: How to calm clients post Brexit

Panelists:

Neil Winstanley, IFA, Bellpenny

Nick French, MD, UK Wealth Management, Russell Investments

Alex Boni, Associate Regional Director, Russell Investments

12.45pm – Lunch & Close

A certificate of attendance will be provided for CPD purposes.