Home – Masterclasses Q2 2022 Presentations

Presenting companies (listed alphabetically):

Alquity

“ESG, Impact and 3D investment – how capital allocation shapes our societies.”

We believe ESG and Impact are coming together and the future will require all asset managers to consider how their investments affect society.  From COP 26 to SFDR. investors and regulators are pushing for change. This presentation shared the inspirations behind Alquity’s unique 3D model that brings together ESG, Impact and direct social progress, and indeed how this can function in both Emerging and Developed markets.

LGT Wealth Management

“An extra dimension to an adviser’s due diligence.”

With so much M&A activity and consolidation in the financial services arena, and the resulting change put upon financial advisers and their clients, how should you set about researching, selecting and building your trusted strategic partner network? LGT Wealth Management explored some of these key challenges for advisers, what to look out for and where the opportunities are to really build a concierge service for your clients.

Novia Global

“Benefit options from SIPPs and their taxation.”

The last 12 months has seen the introduction of new DWP ‘anti-scam’ rules that have had far reaching implications for pension transfers involving non-UK resident clients. As a result, International SIPP schemes have come into sharper focus for many advisers and their clients. During this session Novia Global provided an overview of the benefits that can be accessed via these schemes together with a worked example illustrating how income benefits interact with UK PAYE taxation.

Tilney Smith & Williamson

“Demystifying ESG and the part it plays in the investment process.”

Despite the positive momentum behind the wider ESG sector, investing in this area still presents investors with a green maze of investment approaches and buzzwords but a strong responsible investment philosophy is key to long-term investing.

Registration opened at 09:30am with tea and coffee available. The presentations themselves ran from 10:00am to approximately 1:00pm, followed by a complimentary lunch.. Then, from 2:00pm, there were more sessions,  arranged by CIFSA, which were highly focused on specific issues for Cyprus-based advisers. These included:

British High Commission: Details on the CRPG and Cyprus Residents’ Information Hub.
Prudential: A Prufund update and analysis.
Billionair: Information on a project to reduce carbon emissions through investment choices.
CIFSA: Regulations and compliance update; “scams” operating in Cyprus; wills, probate, tax and death claims.

Presenting companies (listed alphabetically):

Alquity

“ESG, Impact and 3D investment – how capital allocation shapes our societies.”

We believe ESG and Impact are coming together and the future will require all asset managers to consider how their investments affect society.  From COP 26 to SFDR. investors and regulators are pushing for change. This presentation shared the inspirations behind Alquity’s unique 3D model that brings together ESG, Impact and direct social progress, and indeed how this can function in both Emerging and Developed markets.

LGT Wealth Management

“An extra dimension to an adviser’s due diligence.”

With so much M&A activity and consolidation in the financial services arena, and the resulting change put upon financial advisers and their clients, how should you set about researching, selecting and building your trusted strategic partner network? LGT Wealth Management explored some of these key challenges for advisers, what to look out for and where the opportunities are to really build a concierge service for your clients.

Tilney Smith & Williamson

“Demystifying ESG and the part it plays in the investment process.”

Despite the positive momentum behind the wider ESG sector, investing in this area still presents investors with a green maze of investment approaches and buzzwords but a strong responsible investment philosophy is key to long-term investing.

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

Presenting companies (listed alphabetically):

Alquity

“ESG, Impact and 3D investment – how capital allocation shapes our societies.”

We believe ESG and Impact are coming together and the future will require all asset managers to consider how their investments affect society.  From COP 26 to SFDR. investors and regulators are pushing for change. This presentation shared the inspirations behind Alquity’s unique 3D model that brings together ESG, Impact and direct social progress, and indeed how this can function in both Emerging and Developed markets.

LGT Wealth Management

“An extra dimension to an adviser’s due diligence.”

With so much M&A activity and consolidation in the financial services arena, and the resulting change put upon financial advisers and their clients, how should you set about researching, selecting and building your trusted strategic partner network? LGT Wealth Management explored some of these key challenges for advisers, what to look out for and where the opportunities are to really build a concierge service for your clients.

Novia Global

“Benefit options from SIPPs and their taxation.”

The last 12 months has seen the introduction of new DWP ‘anti-scam’ rules that have had far reaching implications for pension transfers involving non-UK resident clients. As a result, International SIPP schemes have come into sharper focus for many advisers and their clients. During this session Novia Global provided an overview of the benefits that can be accessed via these schemes together with a worked example illustrating how income benefits interact with UK PAYE taxation.

Tilney Smith & Williamson

“Demystifying ESG and the part it plays in the investment process.”

Despite the positive momentum behind the wider ESG sector, investing in this area still presents investors with a green maze of investment approaches and buzzwords but a strong responsible investment philosophy is key to long-term investing.

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

The Masterclass Webinar commenced at 10.00am BST and ran until 11.15am. 

Presenting companies (listed alphabetically)

LGT Wealth Management

“An extra dimension to an adviser’s due diligence.”

With so much M&A activity and consolidation in the financial services arena, and the resulting change put upon financial advisers and their clients, how should you set about researching, selecting and building your trusted strategic partner network? LGT Wealth Management explored some of these key challenges for advisers, what to look out for and where the opportunities are to really build a concierge service for your clients.

Novia Global

“Benefit options from SIPPs and their taxation.”

The last 12 months has seen the introduction of new DWP ‘anti-scam’ rules that have had far reaching implications for pension transfers involving non-UK resident clients. As a result, International SIPP schemes have come into sharper focus for many advisers and their clients. During this session Novia Global provided an overview of the benefits that can be accessed via these schemes together with a worked example illustrating how income benefits interact with UK PAYE taxation.

The Masterclass Webinar commenced at 10.00am BST and ran until 11.15am. 

Presenting companies (listed alphabetically)

Alquity

“ESG, Impact and 3D investment – how capital allocation shapes our societies.”

We believe ESG and Impact are coming together and the future will require all asset managers to consider how their investments affect society.  From COP 26 to SFDR. investors and regulators are pushing for change. This presentation shared the inspirations behind Alquity’s unique 3D model that brings together ESG, Impact and direct social progress, and indeed how this can function in both Emerging and Developed markets.

Evelyn Partners

“Demystifying ESG and the part it plays in the investment process.”

Despite the positive momentum behind the wider ESG sector, investing in this area still presents investors with a green maze of investment approaches and buzzwords but a strong responsible investment philosophy is key to long-term investing.