Events

Register now for this free, one-hour webinar on SEIS investment for financial advisers from the Enterprise Investment Scheme Association. The webinar will be hosted by EISA Director General Christiana Stewart-Lockhart, and will feature: -️ Alistair Marsden (Director, Nova Growth Capital) -️ Jeffrey Faustin (Chief Investment Officer, Jenson) -️ Jessica Fox (Business Development Manager, Haatch) -️ Sunil Shah (CEO, o2h Ventures) During the webinar, our host…

Can convenient messaging improve the service experience enough to drive topline growth for wealth managers, banks, and advisors? The answer is yes – but it does come with challenges. Not only do regulatory bodies require all communications to be recorded, but the issue of data security is front and centre of clients’ minds. Join Jens Rabe, Chief Operating Officer at Unblu and Jeremy Barnes, RVP…

The high-profile Scotsman Annual investment conference is now in its 9th year and is back bigger than ever. This year’s conference will cover a wide range of themes, such as market trends for 2023 and how investors should best position themselves, the importance of sustainability and ESG for places and people and alternative investments. The 2023 event will be a full-day conference providing the opportunity…

The deadline for Consumer Duty compliance is fast approaching, and financial services organisations are working hard to ensure that they have the correct measures in place before 31st July 2023. But with so many complex and far reaching programmes in flight, designed to implement an array of process changes and outputs, it’s important to ask: How can you be sure that the customer outcomes resulting…

This webinar has been created to help those concerned with saying the wrong thing when working with LGBTQ+ clients. We all know an LGBTQ+ client is the same as any other but for some, human fear kicks in (unintentionally) and you may feel you’ve said the wrong thing which in turn creates an uncomfortable situation for all when no one means too. So, at 10am…

The Morningstar Investment Conference is built around cutting-edge research, insights that bubble up the key messages of that research, and analysis that spots trends and patterns to help you see the big picture. And now’s the perfect time to put it all to work. It’s time to take stock of our goals, realise new opportunities, and build the future. Our flagship event helps investing professionals…