Name: For richer, for poorer? Dealing with wealth and divorce
Start: 2020-05-13T08:00:00Z
End: 2020-05-13T08:00:59.000Z
Location: BrightTALK
Rating: 4.6

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.

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

SUSTAINABLE INVESTMENT - Portfolio Positioning For The Next 10 Years

Quarterly Update for the Quilter Cheviot Climate Asset Fund.

Quilter Cheviot Climate Asset Update

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.

Quilter Cheviot MPS update

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.

Is sustainable investing the next bull market?

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.

Funds – What’s hot and what’s not?

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.

Due Diligence: Your questions answered. PART 2

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.

What is going on with Oil and how will it impact investments?

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.

DFM due diligence: your questions answered

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

How can smaller companies survive?

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 are the opportunities and challenges in European Industrials?

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.

What can we learn from Asia’s recovery?

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

Does ESG really matter?

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.

Can the high street recover?

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.

How will dividend cuts affect my income?

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.

Big Tech – who are the winners?

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.

How close are pharmaceutical companies to a cure?

An update of the Quilter Cheviot Climate Asset Fund

Climate Asset Update

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.

For richer, for poorer? Dealing with wealth and divorce

family law

divorce

Investment Management

Investments

Trusts

Asset Management

foreign assets

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

For richer, for poorer? Dealing with wealth and divorce

Presented by

About this talk

More from this channel