Luckraft, mott, fuschillo and thomas down to speak at 16-venue event
Joint roadshows appear to be the way forward this Isa season with a number of tie-ups between various asset managers.
ABN Amro, Credit Suisse and SG Asset Management have joined up to offer a series of presentations to IFAs through January and February hitting 16 venues. It will feature speakers such as George Luckraft, Bill Mott, Dino Fuschillo and Nigel Thomas. To book at place at the seminars contact: 0800 027 6243 or email - [email protected]
Another multi-group roadshow is being held by Aegon, Hendersons, First State, RSA Investments, Gartmore, Legg-Mason and Scottish Value. Starting on the 21 January in Glasgow, the roadshow will visit Harrogate, Birmingham, London, Bristol, before ending on 31 January in Manchester.
A twist on the usual investment fund joint roadshow is one being co-hosted by Threadneedle, AIG Life, Canada Life International and Norwich Union, which will focus on a range of product solutions for effective tax planning.
The groups involved all have established fund links with Threadneedle. The workshops will review product options such as offshore investing, onshore insurance bonds and pensions. Starting on 4 February in Newcastle, the workshops will run to 20 February, ending in Glasgow. Contact: 0800 068 4000.
Despite this year's trend for joint roadshows some groups have decided to stick with the solo seminars for the start of the Isa season: including Invesco Perpetual, Newton and Jupiter.
Jupiter is starting its 26-event roadshow across the country on 15 January and will be presenting over a period of five weeks.
The group, which has already had 2,500 responses, is featuring a combination of two different fund managers at each event and a video of Edward Bonham Carter speaking as both as CEO and CIO giving an overview of the group's central views and offerings.
Invesco Perpetual's event begins on 11 January in Belfast and runs through to the 23 January, ending in London.
The one-and-a-half hour conference will centre on topics such as bond markets, portfolio strategy for 2002, an outlook for the UK equity markets and a global markets overview. Speakers will include Stephen Whittaker, Neil Woodford, Mark Barnett, Paul Causer and Paul Read. Contact: 020 8409 4131.
Other seminars and roadshows being held over the next few weeks include a seminar hosted by the Financial Ombudsman Service.
Held on 8 January in Manchester, the presentations will be on the new ombudsman service and how it will affect intermediaries, including how the ombudsman will approach mortgage endowment complaints and distress and inconvenience awards.
Franklin Templeton will be hosting a series of lunches and dinners starting on 15 January to feature the group's new fund launches to the UK retail market. The launch of five funds brings together all four investment management platforms within the group: Templeton, Franklin, Mutual Series and Fiduciary Trust.
Those attending the events will have the opportunity to meet Kent Shepherd, manager of Franklin US Equity and Ken Cox, manager of the Templeton EuroMarket fund.
The events will feature a short presentation by each fund manager followed by a buffet lunch or dinner. Contact: 7432 6947.
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