Professional Adviser Working Lunch
29th September 2021 | 13:00 - 14:00 | Live Online
Adviser views as we start to move towards 2022
Join Schroders as they discuss the results from their latest financial adviser survey. Gillian Hepburn, Head of Intermediary Solutions will be joined by Alex Funk, CIO of the recently launched Schroder Investment Solutions as they explore a range of topics from the investment market and future outlook, sustainability, investment propositions and future client engagement. Philip Martin, MD at Unique FP will also share an adviser perspective in addition to the Financial Advisers gave their input to the survey – are these views aligned with yours? What can we learn? Are there some key take aways? Join us to find out…
Alex Funk, CIO, Schroder Investment Solutions
Alex Funk is the CIO of Schroder Investment Solutions which offers a range of Model Portfolios and Multi-Asset Funds. Previously Alex was the CIO of Benchmark Capital where he was responsible for all Portfolios and Funds managed under its discretionary permissions.
Alex has many years of financial services experience which ranges from Discretionary Fund Management, Corporate Finance, Banking, Capital Raising, Private Equity to Venture Capital. Alex started managing a discretionary fund management business in South Africa and Mauritius, where he designed and managed model portfolios for financial advisors and wealth management firms across the world. Alex has extensive experience in managing Multi-Asset Portfolios in the UK and is responsible for a range of Portfolios and Funds.
Alex holds a Bcom Honours in Financial Analysis (Cum Laude) from the University of Stellenbosch, South Africa and is a CFA Charterholder.
Gillian Hepburn, Intermediary Solutions Director, Schroders
Gillian has over 30 years’ experience in financial services and joined Schroders in 2019 as Intermediary Solutions Director. She is responsible for investment solutions for the UK Intermediary channel which includes the new Schroder Investment Solutions, a range of model portfolios and multi-asset funds.
Gillian is a well-known and respected industry figure and regularly judges industry awards.
Philip Martin, Co-Founder & Business Development Director, Unique Financial Planning
Philip co-owns and manages Unique Financial Planning, a general advice business with 25 advisers operating predominately in the south of England. Prior to this, he was Marketing Director at Openwork for six years, with responsibility for product propositions, marketing, PR and leading its investment company, Omnis Investments.
Prior to that, Philip spent two years with F&C Investments with responsibility for the asset manager’s UK retail proposition and was Business Development Director at wrap provider Nucleus Financial Group, which he co-founded in 2006. He had previously been a founder-director of consultancy Abacus Financial Marketing, working with more than 65 life companies, asset managers, IFAs and industry bodies on a variety of strategic and proposition projects.