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.
    • Fixed Income

    • Upcoming Mar 11 2015
    • Bonds were the surprise performers of 2014, but can they repeat the trick in 2015 or will this be the year of equities? Regardless of the answer, the key point is that investors need to add a degree of flexibility into their fixed income portfolios. They need to be bold enough to break away from conventional fixed income solutions, recognising that what worked in the past will not necessarily work in the future. Join BrightTALK's Fixed Income summit to find out what leading fund managers have to say and what strategies they're implementing for achieving the desired growth.
    • 6 webinars
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    • Multi-Asset Summit

    • Recorded: Feb 11 2015
    • Multi-asset investing is the process of gaining exposure to a globally diverse mix of asset classes and styles in a single investment portfolio. It may combine traditional securities, such as equities and bonds, with non-traditional approaches, such as alternative investments. Join BrightTALK's Multi-Asset summit to find out what leading fund managers have to say and what strategies they're implementing for achieving the desired growth in ever changing market conditions.
    • 6 webinars
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    • Emerging Markets

    • Recorded: Jan 21 2015
    • All is not gloomy for Global Emerging Markets! Despite market volatility from major elections and geopolitical tensions between Russia and West, and in the Middle East, fund flows into the global emerging markets have been overall positive. A big slate of elections in 2014 have given Indonesia and India reform-minded leaders who could turn sentiment more positive and Argentina will almost certainly see a more market-friendly leader in elections in late 2015. Will 2015 be a time when GEMs attract investors in mass again? Join BrightTALK’s Emerging Markets summit to find out what leading fund managers have to say, and what strategies they're implementing for achieving the desired growth in difficult times for Global Emerging Markets!
    • 5 webinars
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    • Global Outlook

    • Recorded: Dec 10 2014
    • Will 2015 be a year of growth? The global recovery isn’t following a set script with IMF having cut its global growth forecasts for 2014 and 2015. They’ve also warned that the world economy may never return to the pace of expansion seen before the financial crisis. Surrounded by uncertainty, investors are looking for cues when planning their next move and are wondering where the hidden risks and unseen investment opportunities lie in 2015. Join BrightTALK’s Global Outlook summit to find out what our guest speakers, chief economists and leading fund managers have to say, and what strategies they're implementing for achieving the desired growth!
    • 7 webinars
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    • Global Equity Income

    • Recorded: Nov 12 2014
    • The need for income has never been greater, however finding it is a challenge in itself. Clearly, the global recovery isn’t following a set script. Investors are looking for cues when planning their next move and are wondering where the hidden risks and unseen opportunities lie for equity income. Find out what techniques our guest speakers and leading fund managers have for income growth and what strategies they're implementing for achieving their desired portfolios.
    • 7 webinars
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    • MarketCounsel Summit 2013

    • Recorded: Dec 13 2013
    • From December 10th through 13th, MarketCounsel Summit 2013 was host to a gathering of the best and brightest investment advisers in the country, their trusted service providers, and organizational and thought leaders. A capstone event to the year’s industry conferences, the program was packed with compelling discussions about the most provocative issues affecting today’s independent investment adviser.
    • 15 webinars
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    • Social Media in B2B Financial Services

    • Recorded: Nov 8 2012
    • It’s clear that social media is becoming an increasingly important tool for personal and interactive communications between stakeholders. Reports suggest that the adoption of social media in B2B financial services still lags behind many other B2B industries. Is this a reflection of reality or have they truly embraced a new way of using social media to engage stakeholders and win new business? Join social media experts from the B2B Financial Services industry to learn what they’re doing, their challenges and what the industry is expected to see in the years to come.
    • 3 webinars
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    • Retirement Planning

    • Recorded: May 21 2011
    • Over the next two decades over 75 million baby boomers will enter into retirement, but many aren’t prepared! Forty-six percent of Americans have little or no confidence in their ability to live comfortably throughout their retirement, and only half of retiring baby boomers have even attempted to calculate how much money they will need. Financial advisors can attend the complimentary presentations at this online event to learn how you can better serve your clients, and take advantage of the opportunities and tackle the challenges associated with demographic changes and the coming retirement wave.
    • 1 webinar
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    • Absolute Returns

    • Recorded: Mar 30 2011
    • Deciding where to invest to generate a steady income is increasingly difficult especially with today’s economic climate. With mixed results from absolute returns in 2010, do they still justify a place in your clients' portfolio? Engage with leading industry experts as they analyse the pros and cons, and the risks and opportunities to critically evaluate how absolute returns can be incorporated into a balanced portfolio.
    • 3 webinars
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    • Closed-end Funds

    • Recorded: Dec 2 2010
    • Closed-end funds have long been ignored by many but their structural advantages are bringing them back to the fore. Their ability to smooth dividends through revenue reserves is just one of their attractions for clients needing a steady income flow. But that’s not all they have to offer – this summit will feature experts in closed-end funds and discussions will range across the spectrum, from how to analyse them right through to their accessibility on platforms.
    • 9 webinars
    • View summit