Home – Masterclasses Q1 2023 Presentations

Presenting companies (listed alphabetically):

LGT WEALTH MANAGEMENT

Multi-asset investing is evolving! – what next for you and your clients?

The global investment outlook has shifted dramatically which has resulted in a renewed focus on how to build a robust multi asset portfolio fit for the next decade and beyond. Is the case for passive strategies as strong as it was 5 years ago? How do you look to capture the environmental mega-trends that are gathering momentum all of the time whilst still holding true to the core principles of delivering strong risk-adjusted returns for clients?

PACIFIC ASSET MANAGEMENT

Alpha is in the advice – technology-enabled adviser solutions

PAM’s proposition is defined by empowering advice firms. Multi-asset solutions are becoming homogenous, and so we need to recognise the role of financial planners as the key alpha generator, whilst also recognising that asset managers must differentiate not only from a performance perspective but also via service, cost, and technology. As an investment-led business creating diversified, relative outperformance will always be vital, so too will providing solutions within a technology and service-support framework – that enhances investment solutions for clients, whilst increasing the value of adviser businesses.

RBC BREWIN DOLPHIN

What it takes to build a modern portfolio

An in-depth look at the work behind the scenes of modern portfolio construction, covering research requirements, strategic asset allocation, monitoring, asset selection, screening and due diligence, risk assessment, ESG factors – and how modern portfolio management has evolved over the years.

Registration will open at 09:30am with tea and coffee available. The presentations themselves will run from 10:00am to approximately 1:00pm, followed by a complimentary lunch. Then, from 2:00pm, there will be further sessions, arranged by CIFSA, which will be highly focused on specific issues for Cyprus-based advisers.  Further information on these to follow in due course.

Presenting companies (listed alphabetically):

LGT WEALTH MANAGEMENT

Multi-asset investing is evolving! – what next for you and your clients?

The global investment outlook has shifted dramatically which has resulted in a renewed focus on how to build a robust multi asset portfolio fit for the next decade and beyond. Is the case for passive strategies as strong as it was 5 years ago? How do you look to capture the environmental mega-trends that are gathering momentum all of the time whilst still holding true to the core principles of delivering strong risk-adjusted returns for clients?

PACIFIC ASSET MANAGEMENT

Alpha is in the advice – technology-enabled adviser solutions

PAM’s proposition is defined by empowering advice firms. Multi-asset solutions are becoming homogenous, and so we need to recognise the role of financial planners as the key alpha generator, whilst also recognising that asset managers must differentiate not only from a performance perspective but also via service, cost, and technology. As an investment-led business creating diversified, relative outperformance will always be vital, so too will providing solutions within a technology and service-support framework – that enhances investment solutions for clients, whilst increasing the value of adviser businesses.

RBC BREWIN DOLPHIN

What it takes to build a modern portfolio

An in-depth look at the work behind the scenes of modern portfolio construction, covering research requirements, strategic asset allocation, monitoring, asset selection, screening and due diligence, risk assessment, ESG factors – and how modern portfolio management has evolved over the years.

Registration will open at 09:30am with tea and coffee available. The presentations themselves will run from 10:00am to approximately 1:00pm, followed by a complimentary lunch.

Presenting companies (listed alphabetically):

LGT WEALTH MANAGEMENT

Multi-asset investing is evolving! – what next for you and your clients?

The global investment outlook has shifted dramatically which has resulted in a renewed focus on how to build a robust multi asset portfolio fit for the next decade and beyond. Is the case for passive strategies as strong as it was 5 years ago? How do you look to capture the environmental mega-trends that are gathering momentum all of the time whilst still holding true to the core principles of delivering strong risk-adjusted returns for clients?

ONE LIFE

Modern tax planning in Spain

This presentation will elaborate on the new Beckham law regime in Spain and the recently approved Spanish solidarity tax: what it is; to whom it applies; its impact; why it is best to take out a life assurance. In addition, the topic will be given life via a practical case study.

PACIFIC ASSET MANAGEMENT

Alpha is in the advice – technology-enabled adviser solutions

PAM’s proposition is defined by empowering advice firms. Multi-asset solutions are becoming homogenous, and so we need to recognise the role of financial planners as the key alpha generator, whilst also recognising that asset managers must differentiate not only from a performance perspective but also via service, cost, and technology. As an investment-led business creating diversified, relative outperformance will always be vital, so too will providing solutions within a technology and service-support framework – that enhances investment solutions for clients, whilst increasing the value of adviser businesses.

RBC BREWIN DOLPHIN

What it takes to build a modern portfolio

An in-depth look at the work behind the scenes of modern portfolio construction, covering research requirements, strategic asset allocation, monitoring, asset selection, screening and due diligence, risk assessment, ESG factors – and how modern portfolio management has evolved over the years.

Registration will open at 09:30am with tea and coffee available. The presentations themselves will run from 10:00am to approximately 1:00pm, followed by a complimentary lunch.