UK Wealth Managers

Community information
Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.
  • On 11 August Richard Buxton, Head of Equities, will be presenting his regular monthly update on the Old Mutual UK Alpha Fund.

    Please register to hear Richard's current market outlook and to learn more about how the fund could benefit your clients' portfolios.

    You can either submit your questions in advance by emailing, or live during the call.

    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: 41599
  • During the call Olly will give an update on the performance of the funds during the quarter and how the funds are currently positioned.
  • Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy for a review of the strategy over the prior month, current positioning and his 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: 40921

    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
    Ireland: +1 800 930 488
    Italy: +39 02 36269665
    Netherlands: 0207948426
    Norway: 21563318
    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
  • Niall Gallagher will discuss why he believes the conditions for earnings growth are now firmly in place in Europe and explain how he approaches stock selection in the region to maximise the opportunity.
  • On 13 August, Co-Managers Christine Johnson and John Peta will be giving their monthly update on the Old Mutual Global Strategic Bond Fund.

    Please register to hear their current market outlook and to learn more about the positioning of the fund and how it could benefit your clients' portfolios.

    You can submit your questions in advance by emailing, or live during the call.

    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: 41714
  • The fund’s objective is to provide investors with a high level of monthly income from a diversified portfolio of debt securities. The full spectrum of available securities, including unrated issues and those of non-investment grade, are utilised.
    Join Michael Scott, who took over as fund manager in July 2012, for an update. Since then the fund has delivered consistent monthly distributions and has maintained a well-diversified portfolio across the high yield credit universe.
  • Hear Talib Sheikh, JPM Multi-Asset Income Fund portfolio manager, as he discusses how the fund draws upon the global resources of J.P. Morgan Asset Management to seek out the best risk-adjusted yielding securities across geographies, asset classes, and the capital structure.
  • Join Babson’s emerging markets fixed income portfolio managers to discuss how the macroeconomic environment is impacting the short-term and long-term trends driving emerging markets debt.

    Dr. Ricardo Adrogué, Babson’s Head of Emerging Markets Debt, Brigitte Posch, Head of Emerging Markets Corporate Debt, and Cem Karacadag, Emerging Markets Sovereign Debt portfolio manager, will provide insights into their respective asset classes and discuss how Babson is seeking value in today’s markets.

    Cem Karacadag, Managing Director
    Cem Karacadag is co-manager of Babson’s Emerging Markets Sovereign Debt strategy and backup manager for the firm’s Local Debt strategy. Cem has 20 years of industry experience that has encompassed sovereign credit analysis, macroeconomic policy research and advice, and emerging markets fixed income strategy. Prior to joining the firm in 2014, Cem was at Oppenheimer Funds, where he worked on sovereign hard currency and local currency investments in Eastern Europe and Asia. Before Oppenheimer, he worked at Credit Suisse covering Emerging Market sovereigns in Asia and Latin America, and at the International Monetary Fund, where he focused on monetary policy instruments, exchange rate policy, and bank restructuring in China, Indonesia, and Eastern Europe. He also held positions at Standard & Poor’s and the Federal Reserve Bank of New York. Cem holds a B.A. in Economics from Tufts University, and an M.A. in International Economics and European Studies from Johns Hopkins University.
  • In their first joint webcast, James Foster and Jacob de Tusch-Lec discuss their close collaboration on the Artemis Monthly Distribution Fund, their outlook for bonds and global equities and how they are preparing for a rise in interest rates.

    Dial in:
    0203 003 2666 OR 0808 109 0700
    Password: 41594
  • The six funds in the range have been designed with a broad range of investors in mind, aiming to help people with different objectives achieve their goals through a single balanced investment. Join the team for an update.
  • Get an update from Stephanie Flanders, chief market strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.

    Held immediately after quarter-end, Stephanie explores the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with clients in the months ahead.

    This call will qualify you for 45 minutes of Structured CPD accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).