Building Trust and Long-Term Value: How advisers can find the right balance in their clients’ investment journey

Volatility is normal but can be a barrier for investors who chase "yesterday’s winners. The challenge is educating them about long-term investing and managing the opportunity cost of short-term views.  Join us as we discuss how advisers can help to guide clients through volatility with a view to more longer-term thinking in today’s investment landscape.  Join Simon Evan-Cook, Fund Manager of MTGS Fox Funds, and Financial Planner Naomi Dickenson, as they discuss this, and much more:   • The value of true diversification and what it really means for today’s portfolios.  • Active vs passive management: When and why active management delivers value.  • How to navigate volatility and manage client expectations in challenging markets.  • The importance of understanding your clients’ “why” to create tailored, impactful investment solutions.  • Why simplicity and transparency are critical for client trust and portfolio success. Capital at risk. Important notice: This webinar is for investment professionals only This webinar is for information only and does not form part of a direct offer or invitation to purchase, subscribe for or dispose of securities and no reliance should be placed on to inform any investment of tax planning decision. Opinions expressed represent the views of the fund manager at the time of publication, are subject to change, and should not be interpreted as investment advice. Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.