One Whitehall Place
One Whitehall Place, 1 Whitehall Pl, London SW1A 2HE, UK

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Event Date Thu Sep 23 BST (4 months ago)
In your timezone (EST): Thu Sep 23 4:15am - Thu Sep 23 9:00am
Location One Whitehall Place
1 Whitehall Pl, London SW1A 2HE, UK
Region EMEA

Uncertain markets, shifting demographics, regulatory change - there is no doubting there are strong forces at work in investment today and they are posing some tough questions for both Financial Advisers and their clients. In many instances, however, multi-asset portfolios should be able to provide some very acceptable answers.

Professional Adviser's Multi-Asset Road Show is designed to help UK Financial Advisers gain a greater understanding of this vibrant and constantly-evolving sector. Expert speakers will discuss why Advisers should consider directing client money towards multi-asset solutions - for example, for reasons of diversification, convenience, low volatility, income generation, cost (or, more accurately, value) and building their business.

Visiting five major cities, the Multi-Asset Road Show 2021 will look to provide a context for the case for multi-asset investing and an outlook for the sector over the year ahead.

Who Should Attend?
Professional Adviser welcomes delegates with the following job titles:
• Advisers
• Independent Financial Advisers
• Investment Advisers
• Investment Managers
• Financial Planners
• Wealth Managers
• Directors/CEOs of Financial Adviser Companies


2021 Speakers


Alex Farlow
Head of Risk Based Solutions Research, Square Mile Investment Consulting & Research

Jock Glover
COO, Research & Consulting, Square Mile Investment Consulting & Research


Alex Funk
CIO of Schroder Investment Solutions, Schroders

Lucy Haddow
Product Specialist, Baillie Gifford

Duncan MacInnnes
Investment Director, Ruffer

Rob Perrone
Investment Counsellor, Orbis Investments

Ian Rees
Investment Director, Ruffer

Dan Russell
Managing Director, Distribution Solutions Fintel, SimplyBiz

Hugo Thompson
Multi Asset Investment Specialist, HSBC Asset Management

Matthew Yeates
Head of Alternatives and Quantitative Strategy, 7IM

Sponsors & Partners

2021 Sponsors

• 7IM
• Baillie Gifford
• HSBC Asset Management
• Orbis
• Ruffer
• Schroders

• SimplyBiz