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Properity Wealth MPS Update

Update from Simon Doherty of the Prosperity Wealth MPS portfolios
Recorded Apr 16 2020 57 mins
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Presented by
Simon Doherty
Presentation preview: Properity Wealth MPS Update

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  • SUSTAINABLE INVESTMENT - Portfolio Positioning For The Next 10 Years Aug 4 2020 1:00 pm UTC 60 mins
    Claudia Quiroz, Lead Fund Manager, Caroline Langley, Deputy Fund Manager, Rebecca Platt, Investment Manager
    As clients’ interest in ESG and sustainable investing grows, advisers are increasingly on the look-out for sustainable investments. At Quilter Cheviot, we are pleased to have a long track record in this space, and are celebrating the tenth anniversary of our sustainable offering, the Climate Assets Fund. The award winning fund invests around the world with a focus on addressing issues such as climate change, resource scarcity and population shifts.

    To mark the fund’s tenth anniversary, Claudia Quiroz, Lead Fund Manager, Caroline Langley, Deputy Fund Manager, and Rebecca Platt, Investment Manager in our Birmingham Office will be exploring:

    • How the Quilter Cheviot Climate Assets Fund invests in companies that make a positive contribution to the world, without compromising performance
    • The fund’s five investment themes - energy, food, health, resources and water
    • How investors can earn attractive returns from growing businesses involved in sustainability and environmental technologies
    • Performance over the long term
    • How advisers can utilise the fund in client portfolios
  • Quilter Cheviot Climate Asset Update Recorded: Jul 22 2020 42 mins
    David Butler, Claudia Quiroz and Caroline Langley
    Quarterly Update for the Quilter Cheviot Climate Asset Fund.
  • Quilter Cheviot MPS update Recorded: Jul 15 2020 56 mins
    David Butler & Simon Doherty
    Join Simon Doherty, Lead Portfolio Manager of our Managed Portfolio Service (MPS) for an overview of the key drivers of performance in Q2 2020, the changes recently implemented to our strategies and an update on our current positioning and asset allocation.
  • Is sustainable investing the next bull market? Recorded: Jul 14 2020 46 mins
    David Butler, Claudia Quiroz & Sanjay Patel
    Claudia Quiroz, fund manager for the award winning Climate Assets Fund joins Sanjay Patel, equity analyst to discuss whether investing responsibly really means losing out on performance with David Butler, following the discussion we will be having a question and answer session where we encourage you to ask your questions on this very topical subject.
  • Funds – What’s hot and what’s not? Recorded: Jul 7 2020 47 mins
    David Butler and Nick Wood
    Nick Wood, Head of Fund Research discusses what’s looking attractive and why including Investment Trusts with David Butler alongside an Investment Manager who will be answering your questions on how we implement themes such as these within a portfolio.
  • Due Diligence: Your questions answered. PART 2 Recorded: Jul 3 2020 50 mins
    Quilter Cheviot welcomes AKG, ARC and Defaqto
    Now more than ever, advisers need to be on top of their due diligence. One of the key compliance issues that advisers face is managing the due diligence on their investment providers but now is the time to tackle it – so that when lockdown is over, you are free to focus on your clients.

    Wondering where to begin?

    Help is at hand - register now for our webinar on 3 July where David Butler, Head of Distribution, will be asking all the questions we did not have time to answer to the experts at ARC, AKG and Defaqto.
  • What is going on with Oil and how will it impact investments? Recorded: Jun 30 2020 42 mins
    David Butler, David Miller, Richard Carter & Liz Dhillon
    Diary of a fund manager author David Miller alongside Richard Carter Head of Fixed Interest and Liz Dhillon, fund analyst discuss what is going on with oil and how will it impact investments with David Butler. Following this debate they shall be answering your questions on how we implement themes such as these within a portfolio.
  • DFM due diligence: your questions answered Recorded: Jun 24 2020 54 mins
    Quilter Cheviot welcomes AKG, ARC & Defaqto
    Now more than ever, advisers need to be on top of their due diligence. One of the key compliance issues that advisers face is managing the due diligence on their investment providers but now is the time to tackle it – so that when lockdown is over, you are free to focus on your clients.

    Wondering where to begin?

    Help is at hand - register now for our webinar on 24 June where David Butler, Head of Distribution, will be asking your questions to the experts at ARC, AKG and Defaqto.
  • How can smaller companies survive? Recorded: Jun 23 2020 46 mins
    David Butler & Oliver Harwood
    How can smaller companies survive? Oliver Harwood, Investment Manager and David Butler discuss the AIM market and the potential benefits of an AIM portfolio for your clients
  • What are the opportunities and challenges in European Industrials? Recorded: Jun 16 2020 51 mins
    David Butler, Sanjay Patel & Jade Coysh
    Sanjay Patel, equity analyst and Jade Coysh, fund analyst what are the opportunities and challenges in European Industrials? with David Butler alongside an Investment Manager who will be answering your questions on how we implement themes such as these within a portfolio.
  • What can we learn from Asia’s recovery? Recorded: Jun 9 2020 44 mins
    David Butler, Carly Moorhouse & Ernst Knacke
    What can we learn from Asia’s recovery? Carly Moorhouse and Ernst Knacke fund research analysts discuss whether it is over in Asia, what are they doing differently with David Butler alongside an Investment Manager who will be answering your questions on how we implement themes such as these within a portfolio.
  • Does ESG really matter? Recorded: Jun 2 2020 39 mins
    David Butler, Greg Kearney & Melissa Scaramellini
    Greg Kearney, Responsible Investment Analyst and Melissa Scaramellini fund analyst discuss why now is the perfect time to be discussing ESG with your clients, looking at what Quilter Cheviot do to ensure that they invest responsibly alongside David Butler
  • Can the high street recover? Recorded: May 26 2020 42 mins
    David Butler, Amisha Chohan & Oliver Creasey
    Amisha Chohan and Oliver Creasey equity fund analysts discuss the retail sector and its effect on the property market with David Butler alongside an Investment Manager who will be answering your questions on how we implement themes such as these within a portfolio.
  • How will dividend cuts affect my income? Recorded: May 19 2020 45 mins
    David Butler, Chris Beckett & Matt Ennion
    Chris Beckett, Head of Equity Research and Matt Ennion fund analyst discuss how companies are cutting their dividends and are Income funds a good opportunity with David Butler alongside an Investment Manager who will be answering your questions on how we implement themes such as these within a portfolio.
  • For richer, for poorer? Dealing with wealth and divorce Recorded: May 13 2020 60 mins
    Mark Hands - Irwin Mitchell, Jonathan Nosworthy - St Philips Chambers, David Jupp - Quilter Cheviot
    Interactive webinar highlighting some of the challenges facing those involved with Family Law. Our presenters will chart the journey of a wealthy individual going through a divorce. Some of the issues that will be covered are:

    1) The treatment of assets in this country owned by trusts based overseas.
    2) The treatment of foreign assets.
    3) Maintenance and lump sums.
    4) Practical solution for the division of assets.
    5) Post divorce wealth succession.

    We will then explore and highlight portfolio construction issues and specific risk assessment, incorporating time frame and income objectives.
  • Big Tech – who are the winners? Recorded: May 12 2020 42 mins
    David Butler, Ben Barringer & Ernst Knacke
    Ben Barringer, equity analyst and Ernst Knacke, fund analyst, will be discussing tech and which US fund managers are benefitting from with David Butler alongside an Investment Manager who will be answering your questions on how we implement themes such as these within a portfolio.
  • How close are pharmaceutical companies to a cure? Recorded: May 5 2020 32 mins
    David Butler & Sheena Berry
    Sheena Berry, our equity analyst discusses the pharmaceutical sector with David Butler alongside an Investment Manager who will be answering your questions on how we implement themes such as these within a portfolio.
  • Climate Asset Update Recorded: May 1 2020 19 mins
    Claudia Quiroz
    An update of the Quilter Cheviot Climate Asset Fund
  • Quilter Cheviot: AIM update Recorded: Apr 26 2020 20 mins
    Oliver Harwood
    An update on the Quilter Cheviot AIM strategy
  • MPS update for Prosser Knowles Recorded: Apr 17 2020 46 mins
    Simon Doherty
    An update from Simon Doherty for Prosser Knowles
Webinars and videos for advisers and their clients
The Quilter Cheviot Investment Management channel provides financial advisers and their clients with live webinars and videos on the latest views and market updates from our investment managers.

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  • Title: Properity Wealth MPS Update
  • Live at: Apr 16 2020 5:30 pm
  • Presented by: Simon Doherty
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