Home – Masterclasses Q4 2023 Presentations

Presenting companies (listed alphabetically):

ALQUITY

The case for India, the world’s leading investment destination

At Alquity, we have embraced our values since we launched and placed these at the heart of our investment decision making, enabling us to challenge the status quo and reimagine the industry as a force for good. This session explored the “once in a lifetime” investment case for India and the beliefs and expertise needed to deploy capital responsibly whilst delivering market leading returns, managing risk and shaping society for the better.

LGT Wealth Management

AI: the alien invasion

The power of Artificial Intelligence (AI) is advancing at breakneck pace with revenue from the AI software market expected to reach USD126 billion by 2025. From Apple’s FaceID to your Netflix recommendations, you’re already using AI 24/7. However, ChatGPT has been a game changer and governments are racing to construct ‘rail guards’ for this powerful tool. As investors, how do we plan to leverage the opportunities this technology brings? This presentation highlighted some strategies.

PACIFIC ASSET MANAGEMENT

Live long and prosper – capturing the social dimension of longevity investing

The increase in longevity is a human triumph and an irrevocable trend affecting almost everything in our lives, in our society, and the way we do business. Companies are rapidly acknowledging that older consumers are more active, adventurous, and tech-savvy than they are typically given credit for. Pacific Asset Management shared their views on this ever-growing subject of ageing populations and how it will affect your clients’ portfolios. This session navigated us through important factors such as education, wellbeing, healthcare and later living.

RBC BREWIN DOLPHIN

Circuit Training (Station 1) – Networking

RBC Brewin Dolphin has embedded partnerships with advisory firms stretching back over forty years – using this experience they’ve developed a range of Professional Development support programmes to underpin and revisit existing adviser activities and best practices. Circuit 1 was a summary session of the best tips and tricks from across the industry on client networking, a review of networking fundamentals and how to get the most out of events and existing relationships. An ideal refresher session for anyone looking to grow their client base, or to identify new client niche areas in their client connections.

TAM EUROPE ASSET MANAGEMENT

The importance of client stability

This presentation explained how TAM looks to make the use of the current investment environment to make a positive impact on client portfolios, whilst minting the best possible pricing and volatility.

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

The case for India, the world’s leading investment destination

At Alquity, we have embraced our values since we launched and placed these at the heart of our investment decision making, enabling us to challenge the status quo and reimagine the industry as a force for good. This session explored the “once in a lifetime” investment case for India and the beliefs and expertise needed to deploy capital responsibly whilst delivering market leading returns, managing risk and shaping society for the better.

LGT Wealth Management

AI: the alien invasion

The power of Artificial Intelligence (AI) is advancing at breakneck pace with revenue from the AI software market expected to reach USD126 billion by 2025. From Apple’s FaceID to your Netflix recommendations, you’re already using AI 24/7. However, ChatGPT has been a game changer and governments are racing to construct ‘rail guards’ for this powerful tool. As investors, how do we plan to leverage the opportunities this technology brings? This presentation highlighted some strategies.

PACIFIC ASSET MANAGEMENT

Live long and prosper – capturing the social dimension of longevity investing

The increase in longevity is a human triumph and an irrevocable trend affecting almost everything in our lives, in our society, and the way we do business. Companies are rapidly acknowledging that older consumers are more active, adventurous, and tech-savvy than they are typically given credit for. Pacific Asset Management shared their views on this ever-growing subject of ageing populations and how it will affect your clients’ portfolios. This session navigated us through important factors such as education, wellbeing, healthcare and later living.

RBC BREWIN DOLPHIN

Circuit Training (Station 1) – Networking

RBC Brewin Dolphin has embedded partnerships with advisory firms stretching back over forty years – using this experience they’ve developed a range of Professional Development support programmes to underpin and revisit existing adviser activities and best practices. Circuit 1 was a summary session of the best tips and tricks from across the industry on client networking, a review of networking fundamentals and how to get the most out of events and existing relationships. An ideal refresher session for anyone looking to grow their client base, or to identify new client niche areas in their client connections.

TAM EUROPE ASSET MANAGEMENT

The importance of client stability

This presentation explained how TAM looks to make the use of the current investment environment to make a positive impact on client portfolios, whilst minting the best possible pricing and volatility.

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

The case for India, the world’s leading investment destination

At Alquity, we have embraced our values since we launched and placed these at the heart of our investment decision making, enabling us to challenge the status quo and reimagine the industry as a force for good. This session explored the “once in a lifetime” investment case for India and the beliefs and expertise needed to deploy capital responsibly whilst delivering market leading returns, managing risk and shaping society for the better.

LGT Wealth Management

AI: the alien invasion

The power of Artificial Intelligence (AI) is advancing at breakneck pace with revenue from the AI software market expected to reach USD126 billion by 2025. From Apple’s FaceID to your Netflix recommendations, you’re already using AI 24/7. However, ChatGPT has been a game changer and governments are racing to construct ‘rail guards’ for this powerful tool. As investors, how do we plan to leverage the opportunities this technology brings? This presentation highlighted some strategies.

PACIFIC ASSET MANAGEMENT

Live long and prosper – capturing the social dimension of longevity investing

The increase in longevity is a human triumph and an irrevocable trend affecting almost everything in our lives, in our society, and the way we do business. Companies are rapidly acknowledging that older consumers are more active, adventurous, and tech-savvy than they are typically given credit for. Pacific Asset Management shared their views on this ever-growing subject of ageing populations and how it will affect your clients’ portfolios. This session will navigated us through important factors such as education, wellbeing, healthcare and later living.

RBC BREWIN DOLPHIN

Circuit Training (Station 1) – Networking

RBC Brewin Dolphin has embedded partnerships with advisory firms stretching back over forty years – using this experience they’ve developed a range of Professional Development support programmes to underpin and revisit existing adviser activities and best practices. Circuit 1 was a summary session of the best tips and tricks from across the industry on client networking, a review of networking fundamentals and how to get the most out of events and existing relationships. An ideal refresher session for anyone looking to grow their client base, or to identify new client niche areas in their client connections.

TAM EUROPE ASSET MANAGEMENT

The importance of client stability

This presentation explained how TAM looks to make the use of the current investment environment to make a positive impact on client portfolios, whilst minting the best possible pricing and volatility.

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 further sessions, arranged by CIFSA, which were highly focused on specific issues for Cyprus-based advisers.

These included:

• The Deputy British High Commissioner – Ben Rawlings
• The Chairman of CySEC – Dr George Theocharides
• HMRC – Fiscal Crime Division
• CRPG/British High Commission
• Billionair – Update and Report
• Closing comments by the CIFSA Chairman

There was a coffee break during the afternoon and the seminar closed at 5pm.