Venue
Coombe Abbey Hotel
Coombe Abbey Hotel, Brinklow Rd, Binley, Coventry CV3 2AB, UK

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Event Date Wed Feb 5 GMT (4 months ago)
In your timezone (EDT): Tue Feb 4 7:00pm - Tue Feb 4 7:00pm
Location Coombe Abbey Hotel
Brinklow Rd, Binley, Coventry CV3 2AB, UK
Region EMEA
Details

As we move into 2025 the investment landscape is poised for a major shake-up. With the chancellor’s first budget and US elections now behind us, multi-asset and MPS solutions offer attractive opportunities for advisers and their clients.

Technology, regulation and changing client preferences are also impacting upon the investment environment. The roadshow is designed to help financial planners gain an insight into how this popular sector can help advisers maintain client confidence despite shifting geopolitical risks.

A smooth client journey through the challenges of the current market environment is sure to be front and centre on advisers’ minds. Expert speakers will break down how both multi-asset and MPS solutions can help diversify risk across different assets, sectors and countries all while keeping clients as comfortable as possible. Our speakers will be discussing which of the solutions is most appropriate for which clients.

The roadshow will look to provide a context for the case for multi-asset and MPS investing and an outlook for the sector over the year ahead.

Who should attend?
• Advisers
• Independent Financial Advisers
• Investment Advisers
• Investment Managers
• Financial Planners
• Wealth Managers
• Paraplanners
• Directors/CEOs of Financial Adviser Companies

Speakers

2025 Speakers

Andy Parsons
Head of Investment & Protection, Defaqto

Nick Stanhope
Senior Portfolio Manager, Morningstar

Hugo Thompson
Multi Asset Investment Strategist, BlackRock

Simon Doherty
Head of MPS, Quilter Cheviot

Steve Hunter
Head of Business Development, Momentum

Nicola Dormehl
Investment Counsellor, Orbis Investments

George Cliff
Director of Research, Clever Investment Management

Sponsors & Partners

2025 Sponsors

• BlackRock
• Clever Adviser
• Momentum Global Investment Management
• Morningstar Wealth
• Orbis Investments
• Quilter Cheviot