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UK Wealth Managers

  • The Power of Thematic Investing
    The Power of Thematic Investing
    Gregg Guerin, Senior Product Specialist Recorded: Apr 18 2019 57 mins
    Thematic investing is a newer idea to the market today, but not to First Trust. We have a long and strong track record in providing a variety of long-term thematic strategies, including the Internet, Infrastructure, Cloud Computing, Blockchain, Robotics and Cybersecurity.

    Gregg Guerin will walk through a history of how themes and Mega Trends have affected various stocks and markets over time, and how the current technology revolution looks set to affect the future for decades to come.

    Finally, Gregg will also detail the potential benefits to investors or advisors in rethinking their portfolio allocations to include thematic investing.
  • Kopernik Global All-Cap Equity Fund Q1 2019 Webcast
    Kopernik Global All-Cap Equity Fund Q1 2019 Webcast
    David Iben Recorded: Apr 18 2019 32 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, David Iben, to learn about what drove first-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Driehaus Emerging Markets Equity Fund Q1 2019 Webcast
    Driehaus Emerging Markets Equity Fund Q1 2019 Webcast
    Driehaus Investment Team Recorded: Apr 17 2019 27 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove first-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Dynamic European Fund - Q1 Update
    Dynamic European Fund - Q1 Update
    Bibiana Carretero Recorded: Apr 17 2019 14 mins
    Join Bibiana Carretero as she gives a Q1 update for the Dynamic European fund.
  • The Wealth Mosaic: What is it and why are we building it?
    The Wealth Mosaic: What is it and why are we building it?
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Apr 17 2019 43 mins
    The Wealth Mosaic (TWM) is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, the TWM marketplace directory consists of thousands of business and solution profiles categorised against a dedicated taxonomy to support their discovery and engagement.

    This webinar will provide a more detailed overview of what TWM is, both now and into the future, and will highlight the various reasons why we are building the platform and resource for the benefit of wealth managers, solution providers and the industry as a whole.
  • FP Argonaut European Income Opportunities Fund Q1 2019 Update
    FP Argonaut European Income Opportunities Fund Q1 2019 Update
    Greg Bennett Recorded: Apr 17 2019 38 mins
    During the webcast, Greg will talk about activity during the quarter, as well as discussing current fund positioning and the outlook for markets.
  • Octo Members interview with Christine Cantrell
    Octo Members interview with Christine Cantrell
    Christine Cantrell, ETF Investment Strategist Recorded: Apr 17 2019 6 mins
    Octo Members interview Christine Cantrell on the current market trends in the ETF space.
  • FP Argonaut European Alpha Fund Q1 2019 Update
    FP Argonaut European Alpha Fund Q1 2019 Update
    Barry Norris Recorded: Apr 17 2019 37 mins
    During the webcast, Barry will talk about activity during the quarter, as well as discussing current fund positioning and the outlook for markets.
  • Impact investing through listed fixed income
    Impact investing through listed fixed income
    Triodos Investment Management Recorded: Apr 17 2019 30 mins
    In this webinar, we take a close look at impact investing through listed fixed income. Fund Manager, William de Vries, and Portfolio Manager, Rosl Veltmeijer, do a deep dive into the various issuer and bond types they use to construct an effective impact investment portfolio. And, surprise! It’s more than just green bonds.

    They will discuss how they apply a critical, positive impact lens when assessing use of proceeds and project outcomes, and will explore the impact profiles of primary issuances versus secondary market bonds. They will also share their opinions on some of the major green and social bond frameworks and give the honest feedback they think is needed to further develop the market.
  • How personalization tactics can increase digital wealth management ROI
    How personalization tactics can increase digital wealth management ROI
    Philipp Zerhusen and Seb Dovey Recorded: Apr 16 2019 34 mins
    Listen to our final 30-minute live session for the series, and hear from industry experts on how advisors can utilize personalization techniques to win with clients in the era of hybrid advice. As industry professionals and consultants to the wealth management industry, our speakers share their insight on how the five tactics discussed in the third part of our eBook, Empowering Client Service with Personalization, can be applied to the client experience to develop an online wealth platform that adds value - for the firm, for your high net worth investors, and for your book of business.
  • 10 years into an economic cycle – how extended can it be?
    10 years into an economic cycle – how extended can it be?
    Martin Kessler Recorded: Apr 16 2019 36 mins
    Join Martin Kessler, Multi Asset Growth Portfolio Manager at Russell Investments to learn more about how the team are positioning the portfolios against the backdrop of global market uncertainty.

    Martin will cover:

    •10 years into an economic cycle – how extended can it be?
    •Valuations: Where do they stand today?
    •Events to look forward to in 2019
    •The trade deal and does EM market rally have sustainability
    •Portfolios: Update and outlook
  • FP Argonaut Absolute Return Fund Q1 2019 Update
    FP Argonaut Absolute Return Fund Q1 2019 Update
    Barry Norris Recorded: Apr 16 2019 49 mins
    During the webcast, Barry will talk about activity during the quarter, as well as discussing current fund positioning and the outlook for markets.
  • Jim McDonald: Earnings Growth and Low Rates Back Risk
    Jim McDonald: Earnings Growth and Low Rates Back Risk
    Jim McDonald, Chief Investment Strategist Recorded: Apr 15 2019 3 mins
    Global stock markets have advanced rapidly this year, as fears of recession recede and central banks have mollified investors. Jim McDonald takes a closer look.
  • Axioma Insight™ Q1 2019 Risk Review
    Axioma Insight™ Q1 2019 Risk Review
    Melissa R. Brown, Managing Director of Applied Research Recorded: Apr 15 2019 55 mins
    In this webinar, Melissa R. Brown, Managing Director of Applied Research, discussed the major drivers of the change in risk during the first quarter and provided a comprehensive picture of the risk environment impacting investor portfolios.
  • Investing in emerging markets takes nerves of steel
    Investing in emerging markets takes nerves of steel
    Fabiana Fedeli Recorded: Apr 15 2019 21 mins
    Fabiana Fedeli, global head of Fundamental Equities, talks about emerging markets. And she is optimistic about the US-China trade war. “Six months ago the world was convinced there would be no solution. There is going to be a solution – it may not be perfect – but that solution will be enough to make markets a little bit more relaxed.” However, investing in emerging markets does take nerves of steel at many occasions, she adds.
  • Global Balanced Fund - Q1 Update
    Global Balanced Fund - Q1 Update
    Simon Hodges Recorded: Apr 12 2019 34 mins
    Simon Hodges presents a update on the performance of the Global Balanced Fund for Q1.
  • Global Alpha Q1 update
    Global Alpha Q1 update
    Michael McCulloch Recorded: Apr 12 2019 17 mins
    Join Michael McCulloch as he gives a Q1 update for the Global Alpha fund.
  • The Quarterly Outlook for Credits
    The Quarterly Outlook for Credits
    Jamie Stuttard Recorded: Apr 11 2019 6 mins
    Robeco’s Jamie Stuttard, co-head Global macro, discusses the outlook for the credit markets. A prudent approach still makes sense, Stuttard says. “We believe credit spreads are going to widen over Q2 and the summer.”
  • Give a Little Credit - Making the Case for the U.S. Lower Middle Market
    Give a Little Credit - Making the Case for the U.S. Lower Middle Market
    Global Co-Head, Private Markets Eric Green & Head of U.S. Private Debt Jeff Youle Recorded: Apr 11 2019 26 mins
    Over the past decade, Direct Lending has developed into an accepted asset class for institutional investors, and a flexible capital substitute for leveraged loans. In the U.S., alternative lenders seem to have occupied the void left by the retreat of commercial banks, and institutional investors have found the asset class attractive given its: potential return profile, floating rate protection against rising interest rates and low correlation to traditional risk assets.

    Join Muzinich Global Co-Head, Private Markets Eric Green & Head of U.S. Private Debt Jeff Youle as they answer key questions about the U.S. Lower Middle Market and reiterate their conviction in the asset class
  • Listed Real Estate: Main trends in Emerging Markets and coming changes
    Listed Real Estate: Main trends in Emerging Markets and coming changes
    Catherine Yoshimoto, director product management, FTSE Russell and David Moreno, Senior Analyst Indexes & Research, EPRA Recorded: Apr 11 2019 46 mins
    Emerging markets were significantly disrupted in 2018. However, not all countries showed the same trend.

    Join subject matter experts from FTSE Russell and EPRA (European Public Real Estate Association) who will look at volumes and performance figures of the main emerging listed real estate markets, as well as comments on the key drivers and changes observed during the second half of 2018. This webinar will present a short explanation of the main effects of the reclassification in the FTSE EPRA Nareit Global Index series of Saudi Arabia and China A-Shares to Emerging markets.

    This webinar will cover:

    • Listed real estate indexes roundup
    Catherine Yoshimoto, director product management, FTSE Russell
    • Main trends in emerging markets and coming changes
    David Moreno, senior analyst, indexes & research, EPRA
    • Q&A from the audience

    Prior to joinig this webinar, please download EPRA’s market research report “Emerging Markets H2 2018” (published February 2019):
    http://prodapp.epra.com/media/Emerging_Markets_-_H2_2018_1551101275561.pdf
  • Janus Henderson European Equities update
    Janus Henderson European Equities update
    John Bennett Recorded: Apr 11 2019 33 mins
    John Bennett will deliver an update on the Janus Henderson Continental European Fund and the Janus Henderson Pan European Fund, providing some insight into recent trends in European markets and his thoughts on a potential challenge to the year-to-date rally. He will also look at the current positioning of his strategy, outlining why his focus is firmly on ‘true’ active management, based on bottom-up stock selection, to help identify Europe’s future winners.
  • Heptagon Listed Private Assets Fund Q1 2019 Webcast
    Heptagon Listed Private Assets Fund Q1 2019 Webcast
    Arnaud Gandon Recorded: Apr 11 2019 23 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Arnaud Gandon, to learn about what drove first-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Brexit - Where to Now?
    Brexit - Where to Now?
    Steven Bell, Chief Economist Recorded: Apr 11 2019 25 mins
    Whatever happens in the coming days, the big issue - the UK’s future trading relationship with Europe - has yet to be determined. Steven Bell will discuss the prospects, political and economic, for the UK and the rest of the EU. He will focus specifically on the implications for interest rates, sterling and the stock market.
  • Megatrends shape business and society
    Megatrends shape business and society
    Henk Grootveld Recorded: Apr 11 2019 4 mins
    Today’s world is shaped by three powerful megatrends - transformative technology, preserving Earth and changing demographics. Watch our new animated video that outlines why it is important for investors to spot the right trends and select companies with strong exposure to these megatrends.
  • A valuation focus that has outperformed in the current environment… how?
    A valuation focus that has outperformed in the current environment… how?
    Peter Rutter, Head of Equities Recorded: Apr 11 2019 39 mins
    Differentiated stock selection across the corporate Life Cycle has allowed the Global Equity strategy to outperform in the last three years, despite a the process focus on a valuation discipline leading to an overweight to value and valuation factors. As a result of stock picking, the strategy was able to outperform in both 2016 and 2018 despite these being very different years for market styles. In this webinar, the Head of Global Equities Peter Rutter recaps on this investment process and demonstrates the power of investing across the corporate Life Cycle with the team’s differentiated process. The framework is brought to life through three stock examples, each at a difference stages in the Life Cycle.
  • ClearlySo Angels: Interview with poker champions turned impact investors
    ClearlySo Angels: Interview with poker champions turned impact investors
    Arti Bareja, Head of Investor Relations at ClearlySo | Martin Jacobson, Impact Investor | Nicolas Cardyn, Impact Investor Apr 23 2019 2:00 pm UTC 40 mins
    Impact investors come in all shapes and sizes, and from all backgrounds including the world of poker. In 2014, Martin Jacobson won the World Series of Poker, the $10,000,000 prize was the fifth largest single payout in the history of the tournament. Nicolas Cardyn is also a professional poker player, as well as an investor in startups and the stock market, with lifetime winnings now exceeding $1,000,000. Both are now members of the ClearlySo Angels - the UK's leading group of high-net-worth individuals and families focused on creating social and environmental impact alongside financial return.

    During this webinar, ClearlySo Head of Investor Relations Arti Bareja will interview Martin and Nicolas to discover what led them to impact investing, the types of impact they are most interested in, and discuss what angel investors should be looking out for when investing in early stage growth businesses.
  • Driehaus US Micro Cap Equity Fund Q1 2019 Webcast
    Driehaus US Micro Cap Equity Fund Q1 2019 Webcast
    Jeff James Apr 23 2019 2:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove first-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Investing in Healthcare Innovation | Beyond Big Pharma | ETFs
    Investing in Healthcare Innovation | Beyond Big Pharma | ETFs
    Anthony Ginsberg | Gins Global | HANetf Apr 23 2019 2:30 pm UTC 45 mins
    Healthcare technologies are addressing many of the challenges faced by a ageing population; revolutionising diagnostics, treatments and care.

    Anthony Ginsberg, Founder of Gins Global Index Funds looks at how Artificial intelligence, Robotics and Internet Of Things are impacting healthcare and how investors can benefit from these developments
  • Global Absolute Return Strategies (GARS) Q2 update with Neil Richardson
    Global Absolute Return Strategies (GARS) Q2 update with Neil Richardson
    Neil Richardson Apr 23 2019 3:00 pm UTC 60 mins
    Please join us to hear an update from Fund Manager Neil Richardson 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.

    For international dial in details please look in attachments.
  • Quarterly Update - Dynamic UK Equity
    Quarterly Update - Dynamic UK Equity
    Jonathan Rawicz Apr 23 2019 4:00 pm UTC 30 mins
    Fund Manager Jonathan Rawicz will run through the performance of the Dynamic UK Equity fund for Q1.
  • Technology trends & developments in the wealth management sector
    Technology trends & developments in the wealth management sector
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Apr 24 2019 9:30 am UTC 45 mins
    An interview with Christine Ciriani around the topic of technology trends & developments in the wealth management sector.

    Christine is an Industry Partner with Motive Partners, an investment firm dedicated to financial technology. She has more than two decades of experience in advising global and local wealth managers in adding client and market needs through a combination of technology solutions and operational / process efficiency having worked in the US, Europe and Asia. Most recently she was Managing Partner at Capco where she established and led the global wealth practice and was CEO of Switzerland. She is a mentor to F10 and FinTech Fusion incubators in Switzerland.

    In this webinar, our Co-Founder & Head of Marketplace & Content, Stephen Wall, will seek Christine's views in this area including elements like what have been the main focus areas for banks and wealth managers with regard to technology in the last five years, what has the industry achieved thus far, how far into the journey is it, what has it learnt, what is the status today, what more needs to happen, and so on
  • POWER OF THREE anniversary update - Global Multi Asset Portfolios (GMAP) range
    POWER OF THREE anniversary update - Global Multi Asset Portfolios (GMAP) range
    Trevor Greetham Apr 24 2019 10:00 am UTC 60 mins
    As the GMAP range celebrates its three year anniversary, Trevor will reflect on the GMAP story so far, as well as discuss the investment outlook and introduce the recently launched Multi Asset Strategies Fund designed for investors with an absolute return mindset.
  • Asia Pacific Equity Income Fund - Q1 update
    Asia Pacific Equity Income Fund - Q1 update
    Tony Jordan Apr 24 2019 11:00 am UTC 45 mins
    Join fund manager Tony Jordan as he presents a Q1 update for the Asia Pacific Equity Income Fund.
  • Q1 Overview - LF Gresham House UK Micro Cap Fund
    Q1 Overview - LF Gresham House UK Micro Cap Fund
    Ken Wotton and Brendan Gulston Apr 24 2019 1:00 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 first quarter of 2019.

    Please note Livingbridge Equity Funds has been renamed Gresham House Equity Funds following the sale in November 2018.
  • China Equity Fund - Q1 update
    China Equity Fund - Q1 update
    Claudia Ching Apr 25 2019 8:00 am UTC 45 mins
    Join the fund team for the China Equity Fund for their update on Q119.
  • Waverton European Dividend Growth Fund Update Q1 2019
    Waverton European Dividend Growth Fund Update Q1 2019
    Charles Glasse, Manager of the Waverton European Dividend Growth Fund Apr 25 2019 10:00 am UTC 30 mins
    Charles Glasse provides an update on the positioning of the fund and an overview of the current outlook
  • UK Small Caps: Opportunities & Risks
    UK Small Caps: Opportunities & Risks
    Richard Bullas, Manager, Franklin UK Smaller Companies Fund Apr 25 2019 10:00 am UTC 45 mins
    Please join Richard Bullas, manager of the Franklin UK Smaller Companies Fund, who will share his outlook for UK smaller companies. He will also cover the themes that underpin his portfolio, recent portfolio changes and how he’s positioned for the opportunities and risks emanating from the Brexit debacle.
  • Q1 Investment Update
    Q1 Investment Update
    Seilern Investment Team Apr 25 2019 2:00 pm UTC 60 mins
    We are pleased to invite you to our Q1 webcast. Members of the Investment team, will provide an update on the funds, as well as offer insight regarding current topics of research.
  • Model portfolio service quarterly - mire versus might
    Model portfolio service quarterly - mire versus might
    Charles Hepworth Apr 25 2019 2:00 pm UTC 60 mins
    How to reconcile a political mire with economic might?

    The UK economy appears to be paying very little attention to the political paralysis that is engulfing the country.

    Join Charles Hepworth, Investment Director for GAM’s Model Portfolio Service, as he assesses whether this seeming contradiction is likely to continue once Brexit happens. He will also offer a more global view, looking at the prospects for growth and how that is influencing his asset allocation.
  • Yacktman US Equity Fund Q1 2019 Webcast
    Yacktman US Equity Fund Q1 2019 Webcast
    Jason Subotky Apr 25 2019 2:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove first-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • 20UGS Fiera Global Equity - Q1 2019 Update
    20UGS Fiera Global Equity - Q1 2019 Update
    Laura Cohen, Fiera Global Equity Specialist Apr 25 2019 2:00 pm UTC 45 mins
    Please join us for our quarter-end strategy update webcast. Engage with Fiera to learn about the drivers of Q1 2019 performance, the portfolio manager's outlook, and current portfolio positioning.
  • Total Return Credit Q2 update with Mark Munro
    Total Return Credit Q2 update with Mark Munro
    Mark Munro Apr 29 2019 10:00 am UTC 45 mins
    Fund manager, Mark Munro, discusses the changes, updates and outlook for the Total Return Credit Fund.

    There will be opportunity to ask questions during this webcast.

    0800 368 0707 - UK Toll Free
    PIN: 9975 890#
  • Kettle Hill US L/S Equity Fund Q1 2019 Webcast
    Kettle Hill US L/S Equity Fund Q1 2019 Webcast
    Andrew Kurita Apr 29 2019 1:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager Andrew Kurita to learn about what drove first-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Mobility, Productivity and Employee Engagement - How to have it all
    Mobility, Productivity and Employee Engagement - How to have it all
    Mark Elwood, Director Marketing Apr 30 2019 8:00 am UTC 27 mins
    Find out how we helped a tier 1 bank improve their mobile communications as part of their digital transformation programme.

    Research indicates mobile employees are more likely to feel anxious, isolated and have higher levels of technology related frustration than office-based staff. So, finding ways of connecting people, so they can be as productive, engaged and satisfied is key.

    What you will take away:

    • How digital transformation projects are creating more productive, mobile employees
    • How Re:Call is helping businesses take a new approach to mobile communications
    • What you can do to create connected, collaborative and productive employees.
  • Global Asset Allocation Viewpoint: Q2 2019
    Global Asset Allocation Viewpoint: Q2 2019
    Yoram Lustig & Nick Samouilhan Apr 30 2019 9:00 am UTC 60 mins
    In our first quarterly asset allocation webinar, our Multi-Asset Solutions team – Yoram Lustig and Nick Samouilhan – share their views on which asset classes and regions are presenting the greatest opportunities and risks, and discuss key themes and ideas that may play out over the coming months. Our views may help you with positioning portfolios and having more actionable conversations with clients. You will also have the opportunity to put forward your questions.

    For Professional Clients and Qualified Investors only. Not for further distribution.
  • Investor engagement: what to expect in 2019?
    Investor engagement: what to expect in 2019?
    Vicki Bakhshi, Director, Responsible Investment Apr 30 2019 2:00 pm UTC 45 mins
    Investor engagement is a powerful tool to tackle ESG risks and drive progress towards a more sustainable world. Vicki will discuss the team’s five priority engagement areas for 2019, and review key outcomes of BMO’s engagement activities in 2018.
  • WCM Global Equity Fund Q1 2019 Webcast
    WCM Global Equity Fund Q1 2019 Webcast
    WCM Investment Management Team Apr 30 2019 2:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove first-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Evolving Priorities in Buy-Side Risk Management Technology
    Evolving Priorities in Buy-Side Risk Management Technology
    Fabien Couderc, Chief Technology Officer Apr 30 2019 3:00 pm UTC 65 mins
    Market turmoil and global events led to a major decline in equity markets by the end of 2018. Did active managers cope with the fall and did risk management models and systems make the grade? What are the current requirements of risk technology and how will these needs evolve in the future?

    In this webinar, we discussed the challenges buy-side firms face and their top requirements for risk management technology.
  • Assessing critical illness cover
    Assessing critical illness cover
    Ben Heffer, Insight Consultant and Fiona Millar, Life & Protection Researcher May 1 2019 10:00 am UTC 10 mins
    With over 500 thousand policies sold in 2017 (SwissRe’s Term & Health Watch 2018) it’s more important than ever for financial advisers to be comfortable that they recommend the most suitable product to their clients.

    Join us for our webinar ‘Assessing critical illness cover’ to learn:
    •The different approaches to assessing CIC policies
    •Why the quality of the CIC definition matters
    •Defaqto’s model for assessing CIC policies as used in CIC Compare