Welcome to the 2020 Working Lunch series

Chichester Chester | Stratford on AvonPlymouthKnutsford Oxford Leeds Newmarket | Cardiff

In partnership with First State Investments & Baillie Gifford

A series of invitation only "meet the manager" lunches to discuss how a multi-asset strategy can benefit your clients and your business 

With 2020 shaping up to be a year of continuing uncertainty yet growing volatility, multi-asset strategies are likely to be at the forefront of adviser's minds as a way of meeting their clients' long-term investment needs. With well over 1,000 such strategies available now available in the UK, though, advisers face a challenge picking out the most suitable options.

That is why Professional Adviser has brought together multi-asset experts from two leading fund houses to help bring this burgeoning sector into sharper focus. They will offer a deeper understanding of the different strategies they offer - in particular, the key issue of articulating the expected client journey - as well as discussing their market views.

What you will learn?

First State Investments - Andrew Harman, Portfolio Manager, Diversified Growth Fund: Fixed allocations to equity and bonds leave investors at the mercy of global market dynamics where the role of luck tends to be underestimated - especially in the short term. In a continually changing political and economic environment where the amount of global debt is at an all-time high, what happens if interest rates and borrowing costs increase? If equities catch a cold, are sovereign bonds going to provide the cough medicine?

Baillie Gifford: Hear from one of two Baillie Gifford managers who will explain the specifics of their fund and their views on the market going forward. You will learn more about the strategies behind one of the following portfolios: BG Managed Fund, or BG Multi-Asset Income Fund.

All of this takes place over a relaxed, three-course, sit-down lunch situated at venues that have been picked to be as handy as possible for their invitation-only audiences, thereby enabling attendees to make the very most of their time. Each lunch offers two and a half hours of structured CPD, accredited by the CISI.

Professional Adviser is read by financial advisers across the UK and so, building on the success of our PA360 and PA360 North conferences and Multi-Asset Roadshows, which have taken place in and around Birmingham, Bristol, Edinburgh, Glasgow, Leeds, London and Manchester, it seemed only fitting to arrange a series of events that further widened our reach. We very much hope you will be able to join us at your most convenient venue.

N.B. This event is complimentary to UK Senior Financial Advisers. CF30 registered. Maximum two attendees per company. Places are limited and will be allocated on a first come first served basis. We reserve the right to charge you if you don’t attend and do not cancel at least 48 hours in advance of your booked event.

Time until the event

Book your place today

Chichester Tickets

Chichester - TBC

Chester Tickets

Chester - TBC

Stratford on Avon Tickets

Stratford on Avon  - 25th November 2020

Plymouth Tickets

Plymouth - TBC

Knutsford Tickets

Knutsford - TBC

Oxford Ticket

Oxford - 2nd September 2020

Leeds Ticket

Leeds - 7th October 2020

Newmarket Ticket

Newmarket - 4th November 2020

Cardiff Ticket

Cardiff - TBC

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


For booking & logistic queries, contact:
Jo Gilbey
Delegate Relationship Consultant
020 7484 9949
For sponsorship queries, contact:
Andrew O'Kelly
Business Development Director
07973 552381