Welcome to the Multi-Asset Roadshow 2024

23rd January - 1st February | 9:30am - 1:30pm

Leeds | Warrington | Birmingham | Bristol | London


It’s a new year and there is no saying what is in store as uncertain markets and regulatory change continue to put pressure on investment decisions.


The complexities and costs of constructing and managing individual client portfolios in-house are growing exponentially. Advisers are also shifting their focus towards the more holistic financial planning structure clients now expect. Against this backdrop, asset allocation and selection is being increasingly left in the hands of discretionary fund managers and asset managers.

With the UK still not in the clear from the threat of a recession, multi-asset solutions can help diversify risk across different assets, sectors and countries. With clients also looking to financial advisers for added reassurance, multi-asset solutions may provide the answers to helping smooth out returns and restoring client confidence.

Professional Adviser's Multi-Asset Road Show is designed to help UK financial advisers gain a greater understanding of the benefits within this popular sector. Expert speakers will discuss model portfolio solutions, the risks posed by tighter regulatory focus on suitability and transparency, and how advisers can make decisions to ensure more control is exerted over client investment risk and outcome.

Visiting five major cities, the Multi-Asset Road Show 2024 will look to provide a context for the case for multi-asset investing and an outlook for the sector over the year ahead.

Tuesday 23rd January - Leeds - Oulton Hall

Wednesday 24th January - Warrington - The Park Royal

Thursday 25th January - Birmingham - National Conference Centre

Wednesday 31st January - Bristol - Leigh Court

Thursday 1st February - London - One Whitehall Place

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 roadshow in London:

      Contacts

      For sponsorship queries:
      Andrew O'Kelly
      Business Development Director
      07973 552381
      For sponsorship queries (Life COs):
      Kim Harris
      Sales Director
      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)
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