PFS CPD event - Investment Update covering AIM investments, Passives and a current market overview - Tuesday 12 November 19
Kindly sponsored by Charles Stanley.
Agenda:
The Highs and Lows of AIM - James Rae, Investment Manager
Learning Objectives-
* To understand the benefits and risks of AIM investments for individuals
* To be aware the current Business Relief Rules and possible changes.
Passives- Jeremy Hippolite - Head of Asset Management
Learning Objectives
* What to look for in a good Passive fund.
Market Overview- Andrew Baker Chartered FCSI, Senior Investment Manager
Learning Objectives
* To obtain an overview of the current markets.
Your Speakers:
James Rae
Investment Manager
Inheritance Tax Portfolio Service
James joined the Charles Stanley IHT team in July 2017. Prior to joining Charles Stanley, James worked with Charlotte Square Investment Managers, in Edinburgh, where he was the lead manager of the AIM Inheritance Tax Service. During his time there James oversaw a period of very strong performance and inflows.
Andrew Baker Chartered FCSI
Senior Investment Manager
Andrew attended Loughborough Grammar School after which he graduated in 1989 with an Honours Degree in Economics from Kingston University. Andrew began his career in Nottingham in 1990 joining Charles Stanley from Brewin Dolphin in September 2013. Andrew specialises in the management of a diverse range of portfolios including bespoke private client mandates, Self-Invested Personal Pensions, Small Self-Administered Schemes, Offshore Bonds, Charities and Trusts. Having started his career as a securities dealer, transacting client orders in all forms of fixed interest securities, equities and derivatives, Andrew progressed into investment management in 1993 joining Albert E Sharp in Birmingham before moving back to work in the East Midlands in 1997. Over the last twenty years, Andrew has amassed considerable experience managing multi-asset portfolios and for several years, he was a member of Brewin Dolphin's Asset Allocation committee. Andrew lives in South Nottinghamshire with his family.
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.