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Past Events › Industry Events

Industry Events
EISA Ready Steady Grow! 2022 – Bristol – Thursday 13 October
Ready Steady Grow! 2022 is an essential event for entrepreneurs, start-up and SME investors, wealth managers and business advisers to…
13th October 2022 16:00FIND OUT MORE
Industry Events
Maximising ESG/Impact investment client satisfaction – addressing suitability issues and meeting the FCA’s New Consumer Duty.
The trend towards ESG/impact investment is placing suitability issues at the heart of professional advisor/client conversations as seen with the…
26th October 2022 09:30FIND OUT MORE
Industry Events
Modernising the client onboarding process in wealth management institutions
You never get a second chance to make a first impression. Unfortunately, at many UK wealth management firms, the onboarding…
27th October 2022 12:00FIND OUT MORE
Industry Events
EISA Ready, Steady Grow!
Ready Steady Grow! 2022 is an essential event for entrepreneurs, start-up and SME investors, wealth managers and business advisers to…
8th November 2022 16:00FIND OUT MORE
Industry Events
EISA Ready, Steady Grow! Liverpool
Ready Steady Grow! 2022 is an essential event for entrepreneurs, start-up and SME investors, wealth managers and business advisers to…
16th November 2022 16:00FIND OUT MORE
Industry Events
CHANGING TIMES: Meet the Client Demand For Philanthropy and Social Investment Advice
This training course specially designed for professional advisors will allow you to further develop your skills and competencies, focusing on…
23rd November 2022 09:00FIND OUT MORE
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