Welcome to the Multi-Asset Roadshow 2023

12th - 21st September | 9:30am - 1:30pm

Harrogate | Knutsford | Cardiff | Bristol | London


Uncertain markets, shifting demographics, regulatory change - there is no doubting there are strong forces at work in investment today and they are posing some tough questions for both Financial Advisers and their clients. In many instances, however, multi-asset portfolios should be able to provide some very acceptable answers.

Professional Adviser's Multi-Asset Road Show is designed to help UK Financial Advisers gain a greater understanding of this vibrant and constantly-evolving sector. Expert speakers will discuss why Advisers should consider directing client money towards multi-asset solutions - for example, for reasons of diversification, convenience, low volatility, income generation, cost (or, more accurately, value) and building their business.

Visiting five major cities, the Multi-Asset Road Show 2023 will look to provide a context for the case for multi-asset investing and an outlook for the sector over the year ahead.

Tuesday 12th September - Harrogate - Rudding Park

Wednesday 13th September - Knutsford - The Mere Resort & Spa

Tuesday 19th September - Cardiff - The Vale

Wednesday 20th September - Bristol - Leigh Court

Thursday 21st September - London - Leonardo Tower Bridge

Event learning objectives:

  • To improve delegate understanding of the key issues and trends in the financial advice market
  • To network and develop relationships with peers in the industry
  • To participate in Q&A sessions with industry experts and other financial services professionals


CPD Accredited

      WHO SHOULD ATTEND?

      Professional Adviser welcomes delegates with the following job titles:

      Advisers

       Independent Financial Advisers

      Investment Advisers

      Investment Managers

      Financial Planners

      Wealth Managers

      Paraplanners

      Directors/CEOs of Financial Adviser Companies


      *Please note we only accept 2 delegates per company.

      View the highlights from our last roadshow in Bristol:

      Contacts

      For sponsorship queries:
      Andrew O'Kelly
      Business Development Director
      07973 552381
      For sponsorship queries (Life COs):
      Kim Harris
      Business Development Manager
      0207 484 9786
      For sponsorship queries:
      Chris Watters
      Business Development Director
      07899993925
      For registration queries:
      Aaron Nursimooloo
      Senior Delegate Research & Recruitment Executive
      020 7484 9777
      For marketing queries:
      Jasmine Parmar
      Marketing Executive
      020 7494 9782
      For logistics queries:
      Emily Hayward
      Head of Event Operations
      0207 484 9753
      For logistics queries:
      Velvet Melville
      Senior Event Manager
      0207 484 9839

      This event is working towards the International Standard ISO 20121 and follows guidance set out by the Sustainable Event Alliance (SEA)
      FIND OUT MORE