Welcome to the Multi-Asset Roadshow 2023

24th January - 2nd February - 9:30 am

Harrogate | Warrington | Birmingham | 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.


Harrogate – Tuesday 24th January
Warrington – Wednesday 25th January
Birmingham – Thursday 26th January
Bristol – Wednesday 1st February
London – Thursday 2nd February


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

 

Time until the event

      WHO SHOULD ATTEND?

      Professional Adviser welcomes delegates with the following job titles:

      • Advisers

       • Independent Financial Advisers

      • Investment Advisers

      • Investment Managers

      •  Financial Planners

      •  Wealth Managers

      •  Directors/CEOs of Financial Adviser Companies

      Contacts

      For sponsorship queries, contact:
      Andrew O'Kelly
      Business Development Director
      07973 552381
      For registration queries, contact:
      Aaron Nursimooloo
      Senior Delegate Research & Recruitment Executive
      020 7484 9777
      For marketing queries, contact:
      Lucas Citron
      Senior Marketing Executive
      For programme queries, contact:
      Nieve Penford
      Event Coordinator
      0207 484 9842

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