The Federation of European Independent Financial Advisers
Presentations and Ted Talks

WEEK 1:

PRESENTATIONS AND TED TALKS

David Coombs

David Coombs
Head of Multi-Asset Investments

6
1

Tuesday 3rd November 2020 – Brexit & Covid: Advising in a Digital World

Presentation: 10.30 – 11.00

RATHBONES

David joined Rathbones in 2007. He is a member of the Investment Executive Committee as well as the Strategic Asset Allocation Committee.

David is responsible for developing their investment propositions for national financial advisory firms and networks. He is the lead manager for the Rathbones Multi-Asset Portfolio Funds and the offshore Luxembourg-based Sicavs. 

David previously worked at Barings for almost 20 years where he managed institutional and private clients via pooled vehicles and segregated accounts.

He joined Barings in 1988 from Hambros, where he managed multi-manager portfolios for private clients.

Post-COVID – A New Economy

David Coombs, Head of Multi-Asset Investments at Rathbones will share his thoughts on the US election.

He will discuss any changes to his strategy and also give an update on his approach to Brexit.

Penny Lovell

Penny Lovell
CEO

8

Thursday 5th November 2020 – Excelling in a Changing Environment

Presentation: 10.05 – 10.35

VAM FUNDS/SANLAM

Penny Lovell joined Sanlam to set up the Private Office in 2017 and became CEO of Sanlam Private Wealth in 2019. She has over 25 years advising private clients, families and charities. Previously, Penny was Managing Director at Rothschild and Fleming Family and Partners. Before Joining Sanlam, Penny was Head of Private Client, Marketing and Distribution at Close Brothers Asset Management and a member of the Executive Committee, responsible for their broader service to families reporting to education and philanthropy. Penny holds the Diploma in French Civilisation from La Sorbonne. She graduated from Manchester University with a BA Honours in English and Italian and trained in financial planning and investment management at Friends Provident and then Coutts. She is PCIAM qualified and is a trustee of Prism, the Gift Fund, Pennies, the Digital Charity Box and sits on the PIMFA Board.

Building your Business in a Digital Age

In lieu of another market or product update, this Q&A session is designed to share with advisers, some experiences and ideas for turning what has been one of the toughest backdrops in history into an opportunity for developing new business and client relationships in an increasingly digital world. The objective is to inspire FEIFA members with ideas for acquiring new clients and deepening their relationships with existing ones by sharing some successes they’ve had, as well as discussing some of the themes that might be important for financial advisers in the future.

James Clark

James Clark
Head of Expatriate Sales (Europe)

16
3

Thursday 5th November 2020 –  Excelling in a Changing Environment

TED Talk: 10.35 – 10.50

UTMOST WEALTH SOLUTIONS

James Clark joined the industry as a graduate in 2001 working for AXA in a regional Broker Consultant role until 2013, when he joined the Key Account team specialising in working with external platforms and DFMs. When AXA exited the UK financial services market in 2016, James became part of the Utmost Wealth Solutions team heading up the UK Key Accounts. In July 2019, James accepted a newly created role as Head of Expat Sales (Europe) to develop the Utmost Wealth Solutions proposition for expatriates.

Are you challenging your clients enough?

A brief discussion regarding the financial planning needs of expatriate clients. The interactive session will look at the current situation in how advice is given and whether more could be done to increase funds under influence for intermediaries.

Paul Forman

Paul Forman
International Sales & Technical Manager

Darren Moth

Darren Moth
International Sales Manager

14
4

Thursday 5th November 2020 – Excelling in a Changing Environment

TED Talk: 10.50 – 11.05

NOVIA GLOBAL

Paul Forman has been involved in financial services for over twenty five years, including adviser facing sales roles for the last twenty years. He is a Chartered Financial Planner and holds Fellowship status with the Personal Finance Society. Paul has extensive UK and International experience which he has gained in earlier roles with an international pension trustee and before that as regional sales manager for several leading offshore life offices.

Darren Moth has worked within Financial Services since 2005, including roles as a Paraplanner, Support Team Leader and Practice Manager within different Adviser Firms in the South West of England. As an International Sales Manager, Darren endeavors to draw on his knowledge of platforms and experience as an ‘end user’ to provide outstanding customer service, ensuring that Novia Global delivers a market leading offshore proposition.

International Pension Transfers – Coping with change

A decade of legislation changes has shaped the adviser landscape of today, particularly when now dealing with expat clients looking to transfer both UK pensions and existing schemes that they might have transferred previously. Whilst the future might initially appear bleak for advice in this area, the outlook is actually quite the opposite – opportunities exist for advisers who are experienced and knowledgeable, and prepared to be resilient during the ever-changing COVID environment that we are working in today.