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UK Wealth Managers

  • APPLYING A PRIVATE EQUITY-LIKE APPROACH TO EUROPEAN EQUITY INVESTING
    APPLYING A PRIVATE EQUITY-LIKE APPROACH TO EUROPEAN EQUITY INVESTING
    Lee Matthews, Director of UK Sales - AllianceBernstein Recorded: Jan 16 2019 43 mins
    Europe’s investing landscape is complicated, but there are compelling reasons to reassess regional markets today. In this live interview, Andrew Birse, fund manager of AB's European equity portfolio, explains how his team bring a private equity-like approach to public markets, directly engage with short sellers for a broader perspective of risk and why bringing a global perspective to European stocks leads to overlooked investment opportunities.

    Also in this interview:

    • Europe’s current investment environment
    • AB’s heritage as value investors, and why we believe clients demand
    return irrespective of style or factor exposures
    • AB’s differentiated investment approach
    • A disciplined portfolio construction technique through cluster and correlation analysis
    • Live audience Q&A
  • Sarasin & Partners: Securing tomorrow
    Sarasin & Partners: Securing tomorrow
    Natasha Landell-Mills, Subitha Subramaniam and Josh Sambrook-Smith Recorded: Jan 15 2019 7 mins
    Sarasin & Partners manages clients’ assets with one singular focus: to deliver long-term returns. This means engaging with the world in responsible ways – ways that support sustainable and inclusive economic progress, as well as protecting the interests of future generations.

    Combining a thematic investment approach with embedded stewardship, we seek to allocate capital to companies that are aligned with society. A key focus for us is climate change, which we consider the defining challenge of our time…
  • Heptagon European Focus Equity Fund Q4 2018 Webcast
    Heptagon European Focus Equity Fund Q4 2018 Webcast
    Christian Diebitsch Recorded: Jan 14 2019 34 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Christian Diebitsch, to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • CIO Investment Outlook 2019: Brace for a credit squeeze
    CIO Investment Outlook 2019: Brace for a credit squeeze
    Anton Eser Recorded: Jan 14 2019 5 mins
    In 2019, the key question is how tightening financial conditions will affect heavily indebted borrowers – and whether this raises the risk of recession. In his annual outlook, Chief Investment Officer Anton Eser discusses where the next vulnerabilities might emerge, what monetary and fiscal policy support might look like, and what all this means for investors.
  • BMO UK Property Fund - 2019 outlook
    BMO UK Property Fund - 2019 outlook
    Guy Glover, Fund Manager Recorded: Jan 11 2019 41 mins
    With the ongoing political challenges and volatility in the wider equity markets, Guy outlines why he still sees the potential for positive returns from UK direct property in 2019. Guy will talk through the fund’s positioning – with low exposure to high street retail and central London offices - and explain why quality long-term, income-producing assets continue to have performance potential.
  • CIO Outlook for 2019
    CIO Outlook for 2019
    Robert J. Horrocks, PhD, CIO Recorded: Jan 10 2019 51 mins
    2018 was a challenging year for the Asian stock market, driven by trade concerns and monetary policy issues in both the U.S. and China. While investor confidence may have fallen, we believe Asia's economic fundamentals remain resilient and the region should continue as a key driver of global growth over the coming decade.

    Please join us for an exclusive webcast with Matthews Asia's Chief Investment Officer Robert Horrocks, PhD, and Portfolio Strategist David Dali for an interactive discussion on what to expect in 2019 and beyond.
  • Global Equities update with Ian Heslop - Q4 2018 PM
    Global Equities update with Ian Heslop - Q4 2018 PM
    Ian Heslop and Justin Wells Recorded: Jan 10 2019 29 mins
    Please join us for our quarterly review call to discuss the performance of the Merian Global Equity Absolute Return Fund (GEAR) and long only funds managed by the global equities team.

    Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, changes in investor sentiment and appetite for risk.

    Participant Dial In Numbers:
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Password: 63261
  • Heptagon Listed Private Assets Fund Q4 2018 Webcast
    Heptagon Listed Private Assets Fund Q4 2018 Webcast
    Arnaud Gandon Recorded: Jan 10 2019 27 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Arnaud Gandon, to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • UK Equity: 2019 Outlook
    UK Equity: 2019 Outlook
    Ben Russon, co-manager Franklin UK Managers’ Focus Fund Recorded: Jan 10 2019 44 mins
    In the coming months, risk premiums are likely to rise, favouring stocks which have already been largely discounted for a worst-possible Brexit outcome. Periods such as this often provide meaningful opportunities, and a prerequisite for taking advantage of them is understanding the boundaries of risk and reward. Please join Ben Russon, co-manager of the Franklin UK Managers’ Focus Fund, who will outline the Franklin UK Equity Team’s outlook for 2019.
  • Global Equities update with Ian Heslop - Q4 2018 AM
    Global Equities update with Ian Heslop - Q4 2018 AM
    Ian Heslop and Justin Wells Recorded: Jan 10 2019 29 mins
    Please join us for our quarterly review call to discuss the performance of the Merian Global Equity Absolute Return Fund (GEAR) and long only funds managed by the global equities team.

    Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, changes in investor sentiment and appetite for risk.

    Participant Dial In Numbers:
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Password: 63261
  • Bob Browne: 2019 Outlook: Shifting to Neutral
    Bob Browne: 2019 Outlook: Shifting to Neutral
    Bob Browne, CFA, Chief Investment Officer Recorded: Jan 9 2019 3 mins
    Market volatility around the Federal Reserve and global trade might have investors worried about what 2019 will bring. While global growth may take a hit, we think there’s still plenty of room in left in this long and slow expansion. Learn more about our return forecasts and asset class views for 2019.
  • Impact funds: the gateway drug to investing differently
    Impact funds: the gateway drug to investing differently
    Rod Schwartz, CEO and Founder, ClearlySo, and Harry Humphreys, Head of Fund Advisory, ClearlySo Recorded: Jan 9 2019 60 mins
    Many investors want to engage in impact investing and feel strongly about societal issues they want to try and solve. But most people don’t know where to start, what investment opportunities exist, and how to figure out what makes sense for them.

    To help listeners cut through the hype, we will offer some ideas about what funds and products are available, how to access them, some of the possible pitfalls and how to find an impact investment strategy that works. We will focus the discussion on impact funds in the context of trends for the impact sector as a whole.

    This webinar will cover:
    - Why does anybody invest in impact?
    - How to cut through the hype about impact investing? What can I actually do today that makes sense?
    - What are HNWIs, Family Offices, and Institutions investing in (investment themes, solving problems, asset classes, alignment)?
    - Why do people invest in impact funds? What are the trade-offs? What works and what doesn’t? What to look for in an Impact Fund?
    - Lots of specific examples
    - Q&A

    You’ll hopefully leave this webinar with a clearer view on how you can invest to solve the world’s biggest problems.

    All welcome to join.
  • Heptagon Future Trends Equity Fund Q4 2018 Webcast
    Heptagon Future Trends Equity Fund Q4 2018 Webcast
    Alexander Gunz Recorded: Jan 9 2019 33 mins
    Join us for our quarter-end strategy update webcast. Engage with fund manager Alexander Gunz to learn about what drove fourth-quarter performance, the team's outlook, and current portfolio positioning.
  • Global Equities: What are the characteristics of a "high-quality company"?
    Global Equities: What are the characteristics of a "high-quality company"?
    Steve Weeple Recorded: Jan 9 2019 45 mins
    Steve Weeple, Portfolio Manager on the Edinburgh-based Janus Henderson Global Equities Team, will discuss the team’s approach to identifying high-quality companies. As long-term investors, the team are always looking to invest in companies that are well placed to demonstrate resilience through the economic cycle, or in the face of unforeseen events. Gaining this conviction comes down to a deep understanding of the characteristics that a company and its management exhibit over time. Steve will discuss several of the holdings in the portfolio from this perspective.
  • Global Infrastructure Update
    Global Infrastructure Update
    Jim Lydotes, portfolio manager Recorded: Jan 8 2019 9 mins
    Jim Lydotes, lead portfolio manager for Global Infrastructure, provides a short 15 minute update on Global Infrastructure and what lies ahead for infrastructure in 2019.
  • Jupiter: Ross Teverson, Global Emerging Markets Equity: Outlook 2019
    Jupiter: Ross Teverson, Global Emerging Markets Equity: Outlook 2019
    Ross Teverson Recorded: Jan 8 2019 4 mins
    This video is intended for professional investors only, not retail investors.

    Ross Teverson, Head of Strategy, Emerging Markets, provides his outlook for 2019.
  • Jupiter: Alejandro Arevalo, Emerging Market Debt: Outlook 2019
    Jupiter: Alejandro Arevalo, Emerging Market Debt: Outlook 2019
    Alejandro Arevalo Recorded: Jan 8 2019 4 mins
    This video is intended for professional investors only, not retail investors.

    Alejandro Arevalo, Fund Manager, Fixed Income, provides his outlook for 2019.
  • Jupiter: Talib Sheikh, Multi-Asset: Outlook 2019
    Jupiter: Talib Sheikh, Multi-Asset: Outlook 2019
    Talib Sheikh Recorded: Jan 8 2019 3 mins
    This video is intended for professional investors only, not retail investors.

    Talib Sheikh, Head of Strategy, Multi-Asset, provides his outlook for 2019.
  • Jupiter: Algy Smith-Maxwell, Multi-Manager Real Return: Outlook 2019
    Jupiter: Algy Smith-Maxwell, Multi-Manager Real Return: Outlook 2019
    Algy Smith-Maxwell Recorded: Jan 8 2019 4 mins
    This video is intended for professional investors only, not retail investors.

    Algy Smith-Maxwell, Fund Manager, Independent Funds, provides his outlook for 2019.
  • Jupiter: Ariel Bezalel, Global Flexible Bond: Outlook 2019
    Jupiter: Ariel Bezalel, Global Flexible Bond: Outlook 2019
    Ariel Bezalel Recorded: Jan 8 2019 3 mins
    This video is intended for professional investors only, not retail investors.

    Ariel Bezalel, Head of Strategy, Fixed Income, provides his outlook for 2019.
  • Jupiter: Guy de Blonay, Financial Innovation: Outlook 2019
    Jupiter: Guy de Blonay, Financial Innovation: Outlook 2019
    Guy de Blonay Recorded: Jan 8 2019 4 mins
    Guy de Blonay, Fund Manager, Global Equities, provides his outlook for 2019.
  • Jupiter: Jason Pidcock, Asian Income: Outlook 2019
    Jupiter: Jason Pidcock, Asian Income: Outlook 2019
    Jason Pidcock Recorded: Jan 8 2019 5 mins
    This video is intended for professional investors only, not retail investors.

    Jason Pidcock, Head of Strategy, Asian Income, provides his outlook for 2019.
  • Jupiter: James Clunie, Global Absolute Return: Outlook 2019
    Jupiter: James Clunie, Global Absolute Return: Outlook 2019
    James Clunie Recorded: Jan 8 2019 6 mins
    This video is intended for professional investors only, not retail investors.

    James Clunie, Head of Strategy, Absolute Return, provides his outlook for 2019.
  • Jupiter: Cédric de Fonclare, European Opportunities: Outlook 2019
    Jupiter: Cédric de Fonclare, European Opportunities: Outlook 2019
    Cédric de Fonclare Recorded: Jan 8 2019 3 mins
    This video is intended for professional investors only, not retail investors.

    Cédric de Fonclare, Head of Strategy, European Opportunities, provides his outlook for 2019.
  • Jupiter: John Chatfeild-Roberts, Multi-Manager: Outlook 2019
    Jupiter: John Chatfeild-Roberts, Multi-Manager: Outlook 2019
    John Chatfeild-Roberts Recorded: Jan 8 2019 3 mins
    This video is intended for professional investors only, not retail investors.

    John Chatfeild-Roberts, Head of Strategy, Independent Funds, provides his outlook for 2019.
  • Q&A Session: Janus Henderson UK Absolute Return Strategy
    Q&A Session: Janus Henderson UK Absolute Return Strategy
    Luke Newman Jan 17 2019 2:00 pm UTC 60 mins
    Fund Manager Luke Newman will host a Q&A webcast for the Janus Henderson UK Absolute Return strategy. The ‘Question Time’ format allows investors to raise topics in advance of the call. It will also be possible to submit questions during the webcast.
  • Driehaus US Micro Cap Equity Fund Q4 2018 Webcast
    Driehaus US Micro Cap Equity Fund Q4 2018 Webcast
    Jeff James Jan 18 2019 3:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Kettle Hill US L/S Equity Fund Q4 2018 Webcast
    Kettle Hill US L/S Equity Fund Q4 2018 Webcast
    Andrew Kurita Jan 21 2019 2:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager Andrew Kurita to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Jupiter Asset Management: Ariel Bezalel - Jupiter Strategic Bond Fund (January)
    Jupiter Asset Management: Ariel Bezalel - Jupiter Strategic Bond Fund (January)
    Ariel Bezalel Jan 22 2019 9:30 am UTC 60 mins
    Ariel Bezalel, Head of Strategy, Fixed Income, provides his latest quarterly update.

    Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Income team since 1998 and a fund manager since 2000. He is currently Head of Strategy, Fixed Income.
  • Rathbone Multi-Asset Portfolio Funds: Pound of Flesh
    Rathbone Multi-Asset Portfolio Funds: Pound of Flesh
    Will McIntosh-Whyte Jan 22 2019 9:30 am UTC 30 mins
    Equity and credit markets exacted their pound of flesh from investors in the last quarter of 2018, as concerns over global growth mounted in the face of tariff wars and rising interest rates. Assistant fund manager Will McIntosh-Whyte discusses the outlook for 2019 and the risks that sterling might pose for investors as Brexit unfolds.
  • FP Argonaut Absolute Return Fund Q4 Update
    FP Argonaut Absolute Return Fund Q4 Update
    Barry Norris Jan 22 2019 11:00 am UTC 60 mins
    During the webcast, Barry will talk about activity during the quarter, as well as discussing current fund positioning and the outlook for markets.
  • Defaqto Engage Core and Intelligent Office integration
    Defaqto Engage Core and Intelligent Office integration
    Roger Perry, Head of Intermediary Sales Jan 22 2019 2:00 pm UTC 31 mins
    In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage.

    Join us to see:
    • How easy is to launch Engage from Intelligent Office
    • How your client data gets automatically imported so you can do your risk profiling and research in Engage Core and the returned to iO
    • Where in iO you can find your automatically created your client’s risk profile and research reports

    This webinar is intended for financial advisers and paraplanners.
  • HANetf | Innovation & technology outlook 2019 - time to jump on the bandwagon?
    HANetf | Innovation & technology outlook 2019 - time to jump on the bandwagon?
    HANetf and Anthony Ginsberg, Founder, GinsGlobal Investment Management Jan 22 2019 2:00 pm UTC 45 mins
    The thirst for higher productivity and cost reduction means that businesses everywhere are embracing Industry 4.0. We take a look at what 2019 holds for themes such as the cloud, cybersecurity, social media and blockchain, and how these long-term themes and technologies that impact multiple sectors of the global economy, present ample opportunities to invest in tech.
  • Rathbone Macro-economic webcast
    Rathbone Macro-economic webcast
    Julian Chillingworth Jan 22 2019 2:30 pm UTC 45 mins
    What is the outlook for markets in 2019, is there a chance that the US will enter recession and how quickly will the Chinese economy slow?

    Join Julian Chillingworth, Rathbones' Chief Investment Officer as he discusses Rathbones' house views for 2019 against a backdrop of unprecedented uncertainty.

    Add the event to your calendar and put your questions to Julian in advance or during the call using the 'questions' tab at the top of the video screen.

    A recording will be available 'on demand' after the call if you are unable to join us at 2:30pm.
  • Driehaus Emerging Markets Equity Fund Q4 2018 Webcast
    Driehaus Emerging Markets Equity Fund Q4 2018 Webcast
    Driehaus Investment Team Jan 22 2019 3:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • FP Argonaut European Alpha Fund Q4 Update
    FP Argonaut European Alpha Fund Q4 Update
    Barry Norris Jan 23 2019 11:00 am UTC 60 mins
    During the webcast, Barry will talk about activity during the quarter, as well as discussing current fund positioning and the outlook for markets.
  • FP Argonaut European Income Opportunities Fund Q4 2018 Update
    FP Argonaut European Income Opportunities Fund Q4 2018 Update
    Greg Bennett Jan 23 2019 2:00 pm UTC 60 mins
    During the webcast, Greg will talk about activity during the quarter, as well as discussing current fund positioning and the outlook for markets.
  • 20UGS TCW Unconstrained Plus Bond Strategy Q4 2018 Update
    20UGS TCW Unconstrained Plus Bond Strategy Q4 2018 Update
    Victoria Vogel, Patrick Moore Jan 23 2019 3:00 pm UTC 45 mins
    Join us for our quarter-end strategy update webcast. Engage with the TCW Product Specialist Team to learn about the drivers of fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Yacktman US Equity Fund Q4 2018 Webcast
    Yacktman US Equity Fund Q4 2018 Webcast
    Jason Subotky Jan 23 2019 4:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Kopernik Global All-Cap Equity Fund Q4 2018 Webcast
    Kopernik Global All-Cap Equity Fund Q4 2018 Webcast
    David Iben Jan 24 2019 2:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, David Iben, to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Disruption = opportunity
    Disruption = opportunity
    Nick Sheridan Jan 24 2019 2:00 pm UTC 60 mins
    On 24 January 2019 at 15:00 CET, Nick Sheridan, manager of the Janus Henderson Horizon Euroland Fund, will deliver the latest update on his value-biased investment strategy, summarising performance and positioning, and his thoughts on the prospects for Euroland equities as we move into 2019.
  • Q4 Overview - LF Gresham House UK Micro Cap Fund
    Q4 Overview - LF Gresham House UK Micro Cap Fund
    Ken Wotton and Brendan Gulston Jan 24 2019 2:00 pm UTC 45 mins
    Hear from our Fund Managers, Ken Wotton and Brendan Gulston, as they share views on the market and discuss performance over the fourth quarter of 2018.

    Please note Livingbridge Equity Funds has been renamed Gresham House Equity Funds following the sale in November 2018.
  • Total Return Credit Q1 Update
    Total Return Credit Q1 Update
    Mark Munro Jan 28 2019 11:00 am UTC 120 mins
    Fund manager, Mark Munro, discusses the changes, updates and outlook for the Total Return Credit Fund

    0800 368 0707 - UK Toll Free
    PIN: 9975 890#
  • Selecting investment strategies for income
    Selecting investment strategies for income
    Paul Tinkler, Insight Consultant - Funds, DFM and Platforms Jan 29 2019 2:00 pm UTC 42 mins
    Paul Tinkler, Insight Consultant, will give an introduction to the challenges facing advisers in managing retirement plans for clients in today’s marketplace.

    The presentation introduces advisers to the current choices that their clients have in generating an income in retirement that have increased in relevance given the advent of pension freedoms.
    The presentation also looks at the assessment of risk for clients, and highlights how this might differ for clients in the retirement phase over those in a wealth accumulation phase of investment.

    This presentation is intended for financial advisers.
  • GARS Quarterly Update
    GARS Quarterly Update
    Neil Richardson Jan 29 2019 4:00 pm UTC 60 mins
    Please join us to hear an update from Fund Manager Neil Richardson and Global Asset Specialist William Martinez covering key themes within the portfolio and a summary of our current positions and outlook.

    There will be an opportunity to submit questions during the webcast.

    0800 368 0707 - UK Toll Free
    PIN: 9975 890#
  • Macro, markets and fixed income in 2019
    Macro, markets and fixed income in 2019
    Mark Nash and Nicholas Wall Jan 30 2019 10:00 am UTC 60 mins
    Please join Mark Nash, head of fixed income, and Nicholas Wall, portfolio manager, as they discuss the 2019 outlook for fixed income markets. They will cover fund performance, macro-economic conditions and the prospects for the dollar, yield and risk.

    Participant Dial In Numbers:
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Password - 63191
  • Impact Investing in Clean Energy & the Environment
    Impact Investing in Clean Energy & the Environment
    John Lloyd, CMO, ClearlySo, and Matias Wibowo, Investment Manager, ClearlySo Jan 30 2019 3:00 pm UTC 46 mins
    With climate change concerns dominating the headlines, investor appetite for clean energy technology is soaring. Once considered risky and largely shunned by mainstream investors, it has now become a dominating force within the United Kingdom's rapidly growing technology startup scene.

    ClearlySo CMO John Lloyd interviews clean energy and environment sector expert and Investment Manager Matias Wibowo to find out why.

    This webinar will include:
    - What are some of the innovative solutions helping to tackle the world's biggest environmental challenges?
    - Where is the investment going? What types of businesses?
    - Case studies
    - Q/A
  • Technology disruption in uncertain markets
    Technology disruption in uncertain markets
    Graeme Clark Jan 31 2019 2:00 pm UTC 60 mins
    Technology continues to take share from traditional business models but does that change with a more uncertain macro-economic outlook and increasing regulatory risk? In this webcast, Graeme Clark, portfolio manager on the Janus Henderson Global Technology Team, will cover:
    • Strong long-term secular drivers powering technology share gains
    • Technology outlook in light of more uncertain macro-economic conditions, trade tensions and increasing regulatory focus
    • Navigating the hype cycle to reduce volatility in technology investing
    • The increasing importance of valuation discipline
    • Performance update and outlook.
  • The Bull-Case for Japan 2019/20: Unlocking the Value-Trap
    The Bull-Case for Japan 2019/20: Unlocking the Value-Trap
    Jesper Koll, WisdomTree's Head of Japan Feb 12 2019 10:00 am UTC 60 mins
    2019/20 is poised to be a relatively good year for Japanese risk assets, with a focus on Japan small-cap equities in particular. The deep-value of attractive valuations can potentially be unlocked by the combination of positive domestic growth surprises, rising M&A activity, as well as stable monetary and fiscal policy support. Against a backdrop of global uncertainty, Japanese domestic small cap stocks appear a great place to hide for outperformance.

    Attendees will be eligible for 50 minutes of structured CPD credits.
  • A time for consistency
    A time for consistency
    James Ross Feb 14 2019 2:00 pm UTC 60 mins
    On 14 February 2019 at 15:00 CET, James Ross, Co-Manager of the Janus Henderson Horizon Pan European Equity Fund, will deliver the latest update on his quality growth European equities strategy. As part of his presentation, James will provide an overview of the current market backdrop, and the prospects for better quality, more defensive stocks in 2019.