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UK Wealth Managers

  • JOHCM Continental European Fund - Q2 2016 JOHCM Continental European Fund - Q2 2016 Paul Wild Aug 3 2016 2:00 pm UTC 45 mins
    Paul Wild, manager of the JOHCM Continental European Fund, reviews performance and portfolio activity of the Fund over Q2 2016.
  • JOHCM Asia ex Japan Fund & Asia Small Mid Cap Fund- Q2 2016 JOHCM Asia ex Japan Fund & Asia Small Mid Cap Fund- Q2 2016 Samir Mehta Aug 4 2016 9:00 am UTC 45 mins
    Samir Mehta, manager of the JOHCM Asia ex Japan Fund and Cho-Yu Kooi, manager of the JOHCM Asia ex Japan Small & Mid-Cap Fund discuss their investment philosophy and approach and gives their thoughts on the current outlook for the Asia region.
  • Credit update Credit update Eric Holt and Paola Binns Aug 4 2016 1:00 pm UTC 45 mins
    Head of Credit, Eric Holt and Senior Fund Manager, Paola Binns offer an update on credit markets and their positioning across RLAM's portfolios.
  • Culture - from financials to behaviours Culture - from financials to behaviours Alistair Rutherford Aug 9 2016 12:00 pm UTC 60 mins
    When a bank is successful we talk in terms of financials when things go wrong we talk in terms of behaviours. Is it time to adjust the perceived causes of banking success and failure?
  • Factor Research Quarterly Webinar Factor Research Quarterly Webinar Mark C. Sodergren, CFA - Sr. Portfolio Manager, Quantitative Equity; Michael Hunstad, Ph.D. - Director, Quantitative Research Aug 9 2016 2:30 pm UTC 60 mins
    The Factor Research Quarterly webinar series is designed to share our most recent insights into the current state of equity factors. Whether it’s referred to as smart beta, factor premiums, systematic alpha, or Northern Trust’s own Engineered Equity; factor-based investing is the new paradigm in equity investing and an essential topic for sophisticated investors.

    In this webinar you'll hear from:

    Mark C. Sodergren, CFA, Senior Portfolio Manager, Quantitative Equity;
    Michael Hunstad, Ph.D., Director, Quantitative Research
  • JOHCM UK Equity Income Fund - Q2 2016 JOHCM UK Equity Income Fund - Q2 2016 James Lowen and Clive Beagles Aug 10 2016 10:00 am UTC 45 mins
    Co-managers James Lowen and Clive Beagles review the Fund's quarterly performance and portfolio activity as well as current portfolio positioning.
  • European Equities Post Brexit: Where next? European Equities Post Brexit: Where next? Michael Browne, Portfolio Manager, European Long/Short Aug 10 2016 2:00 pm UTC 45 mins
    The weeks following the UK’s vote to leave the European Union have seen political upheaval, huge exchange rate movements, central banks signalling further loosening of monetary policy and an initial sell off for European equity markets followed by a normalisation of volatility. But where does that leave the future of European equities? Join Michael Browne, European Equity Long/Short portfolio manager at Martin Currie to find out his views on the future for Europe, protection of capital through the short term uncertainty and how he believes there are still ways for fundamental long/short stock pickers to capture company opportunities and generate returns for clients.
  • JPM Global Macro Opportunities Fund JPM Global Macro Opportunities Fund Shrenick Shah, Mark Richards Aug 11 2016 9:00 am UTC 60 mins
    Please join Shrenick Shah, Portfolio Manager for the Global Macro Opportunities Fund, and Mark Richards, Global Strategist in the Global Multi-Asset Strategy Team, for an update on the macro environment, our positioning and performance, for an update on the macro environment, our positioning and performance.

    The Global Macro Opportunities Fund aims to capitalise on global macroeconomic trends to drive returns using a dynamic, multi-asset approach that enables investors to participate in market rallies, while limiting exposure in periods of market correction. The fund capitalises on the expertise of an experienced team of macro thematic investors, who reflect their latest views macro views by investing flexibly across asset classes using a selection of traditional and sophisticated investment strategies.

    Don’t miss this opportunity to put forward your questions, and discover how we distil our view of the world into macro themes that provide a robust framework for investing.

    Focus fund: JPMorgan Investment Funds - Global Macro Opportunities Fund

    Password: 45812


    United Kingdom Local Call: +44 (0) 844 581 9089
    Austria: +43 (0) 2 68220 56552
    Belgium: +32 (0) 2 789 8603
    Denmark: +45 3271 4573
    Finland: +358 9 2319 5437
    France: +33 (0) 1 7037 7166
    Germany: +49 (0) 69 7104 45598
    Hungary: +36 (06) 1 700 8142
    Ireland: +1 800 930 488
    Italy: +39 02 36269665
    Netherlands: 0207948426
    Norway: 21563318
    Poland: +48 22 397 9053
    Portugal: +351 3 0880 2081
    Spain: +34 91 787 0777
    Sweden: +46 (0) 8 50520424
    Switzerland: +41 (0) 22 592 7103
    Standard International dial: +44 (0) 20 3003 2666
  • JOHCM European Select Values - Q2 2016 JOHCM European Select Values - Q2 2016 Robrecht Wouters Aug 11 2016 2:00 pm UTC 45 mins
    Robrecht Wouters, manager of the JOHCM European Select Values Fund, reviews performance and portfolio activity of the Fund over Q2 2016.
  • Old Mutual UK Alpha Fund monthly update with Richard Buxton - August 2016 Old Mutual UK Alpha Fund monthly update with Richard Buxton - August 2016 Richard Buxton Aug 16 2016 9:00 am UTC 60 mins
    Old Mutual UK Alpha Fund monthly update with Richard Buxton.

    Dial In Numbers:
    +44 (0) 20 3003 2701 - Standard International Access
    0808 109 0701 - UK Toll Free
    1 877 419 2272 - USA Toll Free
    Access PIN: 3327545#
  • Green economy: Preparing your equity portfolio Green economy: Preparing your equity portfolio FTSE Russell and the London School of Economics Aug 18 2016 3:00 pm UTC 60 mins
    Corporate behaviour is changing, and with it public companies are increasingly providing green goods, products and services as part of their business mix.

    Join FTSE Russell and the London School of Economics as we explore:

    • Global economic cycles, climate legislation and what to prepare for
    • The risks portfolios are facing in a developing green economy
    • How to measure and track portfolio exposure to the green economy
    • The FTSE Green Revenues Index Series

    WEBINAR DETAILS

    08:00 - 09:00 San Francisco PDT
    11:00 - 12:00 New York EDT
    16:00 - 17:00 London BST

    WEBINAR SPEAKERS

    • Professor Sam Fankhauser PhD, Co-Director, Grantham Research Institute, London School of Economics
    • Gordon Morrison FIA, Managing Director, ESG, FTSE Russell
    • Kevin Bourne, Managing Director, FTSE Russell (host)
  • UK Mid Cap Growth UK Mid Cap Growth Derek Mitchell Aug 24 2016 1:00 pm UTC 45 mins
    Fund manager Derek Mitchell updates on the post Brexit outlook for the UK mid cap market.
  • Decarbonize your Portfolio: Low-carbon Indices Decarbonize your Portfolio: Low-carbon Indices Willem John Keogh - Senior Product Development Manager STOXX Limited Aug 30 2016 6:00 am UTC 60 mins
    Join global index provider STOXX and experts from CDP, South Pole Group and IGCC as they explore how innovative indices will flag the growing importance of climate issues in portfolios and encourage investment flows into low-emitting companies.
  • Vulnerable Customers Vulnerable Customers Graham Vance Aug 30 2016 12:00 pm UTC 60 mins
    Banks design their products around the 'perfect customer.' But what about those with vulnerabilities? With an ageing population doesn't it make good business sense to design for the 'imperfect customer'?
  • JPM Global Macro Opportunities Fund JPM Global Macro Opportunities Fund Multi-Asset Strategy Team Sep 8 2016 9:00 am UTC 60 mins
    Please join the Multi-Asset Strategy Team, for an update on the macro environment, our positioning and performance.

    The JPM Global Macro Opportunities Fund aims to capitalise on global macroeconomic trends to drive returns using a dynamic, multi-asset approach that enables investors to participate in market rallies, while limiting exposure in periods of market correction. The fund capitalises on the expertise of an experienced team of macro and total return investors, who reflect their latest views macro views by investing flexibly across asset classes using a selection of traditional and sophisticated investment strategies.

    Don’t miss this opportunity to put forward your questions, and discover how we distil our view of the world into macro themes that provide a robust framework for investing.

    Focus fund: JPMorgan Investment Funds - Global Macro Opportunities Fund

    Password: 45832


    United Kingdom Local Call: +44 (0) 844 581 9089
    Austria: +43 (0) 2 68220 56552
    Belgium: +32 (0) 2 789 8603
    Denmark: +45 3271 4573
    Finland: +358 9 2319 5437
    France: +33 (0) 1 7037 7166
    Germany: +49 (0) 69 7104 45598
    Hungary: +36 (06) 1 700 8142
    Ireland: +1 800 930 488
    Italy: +39 02 36269665
    Netherlands: 0207948426
    Norway: 21563318
    Poland: +48 22 397 9053
    Portugal: +351 3 0880 2081
    Spain: +34 91 787 0777
    Sweden: +46 (0) 8 50520424
    Switzerland: +41 (0) 22 592 7103
    Standard International dial: +44 (0) 20 3003 2666
  • Connecting capital with communities Connecting capital with communities Alastair Davis, CEO Social Investment Scotland (SIS) Sep 14 2016 12:00 pm UTC 60 mins
    Social Investment Scotland (SIS) is a charity and social enterprise that provides loans to other charities, social enterprises and community groups across Scotland.

    Alistair Davis, CEO, explains how SIS connect capital with communities; to make a real, measurable and sustainable impact on people's lives.
  • Understanding and Managing Currency Risk Understanding and Managing Currency Risk James Webb, Global Head of Business Development of Currency Administration; Marvin Loh, Senior Global Market Strategist Sep 14 2016 1:30 pm UTC 75 mins
    Heightened volatility in the foreign exchange ("FX") markets has increased the level of risk that companies face. Managing currency exposures inherent in the globally diversified portfolios is now front and center for many firms, including alternative fund managers as a topic of interest, particularly among oversight boards with fiduciary responsibility.

    BNY Mellon’s Currency Administration group provides an outsourced passive currency hedging service that helps companies manage the currency risk of their international portfolios. In this seminar we will discuss how hedge programs may help reduce the operational and financial risk of foreign currency exposures.

    Agenda:
    - Currency Administration
    - Market Update
  • Buy & Maintain Credit Buy & Maintain Credit Shalin Shah and Martin Foden Sep 27 2016 1:00 pm UTC 45 mins
    Fund Manager, Shalin Shah and Head of Credit Research, Martin Foden offer an insight into their actively, low turnover approach to managing credit portfolios.
  • Leading with Emotional Intelligence Leading with Emotional Intelligence Sukhvinder Pabial Oct 4 2016 12:00 pm UTC 60 mins
    We'll take the time to understand physical health. Some of us may need to take care of our mental health, most of us will try and manage our financial health, but many of us remain oblivious to our emotional health. The workplace tends to be a place that people traditionally think that you have to be professional and leave your emotions at the door. Except, none of us are able to do that. In this webcast learning and organisational development leader, Sukh Pabial talks about understanding and working with our emotional intelligence.
  • J.P. Morgan Income Opportunity Strategy J.P. Morgan Income Opportunity Strategy Bill Eigen Oct 11 2016 2:00 pm UTC 60 mins
    Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy for a review of the strategy over the previous quarter; and discuss the current positioning and outlook for the months ahead.

    The JPMorgan Investment Funds - Income Opportunity Fund is an absolute return fixed income Fund, focusing on delivering the traditional characteristics of fixed income: Capital preservation, low correlation, and a reasonable risk adjusted return. It employs nontraditional techniques and instruments and draws on a variety of uncorrelated sources across the fixed income spectrum to aim for these characteristics even when the broad fixed income markets may struggle.

    Don't miss this opportunity to hear from Bill and put forward your questions.

    Featured Fund: JPMorgan Investment Funds - Income Opportunity Fund

    If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

    Password: 45837


    United Kingdom Local Call: +44 (0) 844 581 9089
    Austria: +43 (0) 2 68220 56552
    Belgium: +32 (0) 2 789 8603
    Denmark: +45 3271 4573
    Finland: +358 9 2319 5437
    France: +33 (0) 1 7037 7166
    Germany: +49 (0) 69 7104 45598
    Hungary: +36 (06) 1 700 8142
    Ireland: +1 800 930 488
    Italy: +39 02 36269665
    Netherlands: 0207948426
    Norway: 21563318
    Poland: +48 22 397 9053
    Portugal: +351 3 0880 2081
    Spain: +34 91 787 0777
    Sweden: +46 (0) 8 50520424
    Switzerland: +41 (0) 22 592 7103
    Standard International dial: +44 (0) 20 3003 2666
  • JPM Global Macro Opportunities Fund JPM Global Macro Opportunities Fund James Elliot, Shrenick Shah and John Bilton Oct 13 2016 9:00 am UTC 60 mins
    Please join James Elliot, CIO of the International Business of Multi-Asset Solutions and Portfolio Manager for the Global Macro Opportunities Fund, Shrenick Shah, Portfolio Manager for the Global Macro Opportunities Fund, and John Bilton, Head of Global Multi-Asset Strategy for Multi-Asset Solutions, for an update on the macro environment, our positioning and performance.

    The JPM Global Macro Opportunities Fund aims to capitalise on global macroeconomic trends to drive returns using a dynamic, multi-asset approach that enables investors to participate in market rallies, while limiting exposure in periods of market correction. The fund capitalises on the expertise of an experienced team of macro and total return investors, who reflect their latest views macro views by investing flexibly across asset classes using a selection of traditional and sophisticated investment strategies.

    Don’t miss this opportunity to put forward your questions, and discover how we distil our view of the world into macro themes that provide a robust framework for investing.

    Focus fund: JPMorgan Investment Funds - Global Macro Opportunities Fund

    Password: 45838


    United Kingdom Local Call: +44 (0) 844 581 9089
    Austria: +43 (0) 2 68220 56552
    Belgium: +32 (0) 2 789 8603
    Denmark: +45 3271 4573
    Finland: +358 9 2319 5437
    France: +33 (0) 1 7037 7166
    Germany: +49 (0) 69 7104 45598
    Hungary: +36 (06) 1 700 8142
    Ireland: +1 800 930 488
    Italy: +39 02 36269665
    Netherlands: 0207948426
    Norway: 21563318
    Poland: +48 22 397 9053
    Portugal: +351 3 0880 2081
    Spain: +34 91 787 0777
    Sweden: +46 (0) 8 50520424
    Switzerland: +41 (0) 22 592 7103
    Standard International dial: +44 (0) 20 3003 2666
  • JPM Global Macro Opportunities Fund JPM Global Macro Opportunities Fund Multi-Asset Strategy Team Nov 10 2016 10:00 am UTC 60 mins
    Please join the Multi-Asset Strategy Team, for an update on the macro environment, our positioning and performance.

    The JPM Global Macro Opportunities Fund aims to capitalise on global macroeconomic trends to drive returns using a dynamic, multi-asset approach that enables investors to participate in market rallies, while limiting exposure in periods of market correction. The fund capitalises on the expertise of an experienced team of macro and total return investors, who reflect their latest views macro views by investing flexibly across asset classes using a selection of traditional and sophisticated investment strategies.

    Don’t miss this opportunity to put forward your questions, and discover how we distil our view of the world into macro themes that provide a robust framework for investing.

    Focus fund: JPMorgan Investment Funds - Global Macro Opportunities Fund

    Password: 45850


    United Kingdom Local Call: +44 (0) 844 581 9089
    Austria: +43 (0) 2 68220 56552
    Belgium: +32 (0) 2 789 8603
    Denmark: +45 3271 4573
    Finland: +358 9 2319 5437
    France: +33 (0) 1 7037 7166
    Germany: +49 (0) 69 7104 45598
    Hungary: +36 (06) 1 700 8142
    Ireland: +1 800 930 488
    Italy: +39 02 36269665
    Netherlands: 0207948426
    Norway: 21563318
    Poland: +48 22 397 9053
    Portugal: +351 3 0880 2081
    Spain: +34 91 787 0777
    Sweden: +46 (0) 8 50520424
    Switzerland: +41 (0) 22 592 7103
    Standard International dial: +44 (0) 20 3003 2666
  • JPM Global Macro Opportunities Fund JPM Global Macro Opportunities Fund Multi-Asset Strategy Team Dec 8 2016 10:00 am UTC 60 mins
    Please join the Multi-Asset Strategy Team, for an update on the macro environment, our positioning and performance.

    The JPM Global Macro Opportunities Fund aims to capitalise on global macroeconomic trends to drive returns using a dynamic, multi-asset approach that enables investors to participate in market rallies, while limiting exposure in periods of market correction. The fund capitalises on the expertise of an experienced team of macro and total return investors, who reflect their latest views macro views by investing flexibly across asset classes using a selection of traditional and sophisticated investment strategies.

    Don’t miss this opportunity to put forward your questions, and discover how we distil our view of the world into macro themes that provide a robust framework for investing.

    Focus fund: JPMorgan Investment Funds - Global Macro Opportunities Fund

    Password: 45852


    United Kingdom Local Call: +44 (0) 844 581 9089
    Austria: +43 (0) 2 68220 56552
    Belgium: +32 (0) 2 789 8603
    Denmark: +45 3271 4573
    Finland: +358 9 2319 5437
    France: +33 (0) 1 7037 7166
    Germany: +49 (0) 69 7104 45598
    Hungary: +36 (06) 1 700 8142
    Ireland: +1 800 930 488
    Italy: +39 02 36269665
    Netherlands: 0207948426
    Norway: 21563318
    Poland: +48 22 397 9053
    Portugal: +351 3 0880 2081
    Spain: +34 91 787 0777
    Sweden: +46 (0) 8 50520424
    Switzerland: +41 (0) 22 592 7103
    Standard International dial: +44 (0) 20 3003 2666
  • Leading yourself and others through change Leading yourself and others through change Kevin Johnson Dec 8 2016 1:00 pm UTC 60 mins
    How do you make sure changes are smoothly implemented? How do you achieve lasting benefits? Kevin Johnson focuses on the impact of change on people as they move from one situation to another.

    Kevin gained the majority of his business experience in senior management in the financial services industry. As a senior consultant he worked with blue chip organisations across Europe, Asia and the United States including Banco de Portugal, Ford Europe, VW, the Whitbread Group and Delta Airlines.