PA Working Lunches: Last chance to join us live in Exeter

Join us for lunch and an informative session worth one hour of CPD

Professional Adviser
clock • 1 min read
PA Working Lunches: Last chance to join us live in Exeter

Professional Adviser is pleased to introduce the next event in our live Regional Working Lunches Series for 2023.

Professional Adviser is partnering with Benchmark and Goldman Sachs Asset Management (GSAM), who will deliver a one our event on 6 June in Exeter looking at how to invest in a rapidly changing world.

Join Benchmark head of business development Lisa Jones and GSAM managing director James Ashley as they look to connect some of the geo-economic themes at play in today's economy to tangible implications for portfolio positioning. 

This regional working lunch will also look at this current world of high-and-rising interest rates, double-digit inflation, elevated geopolitical tensions, and the major structural changes that make for a very different investment climate to the past 15 years.

To book your spot today, click here!

New sessions will be announced on an ongoing basis, so keep up to date with our latest offerings here.

More on Investment

Newton IM's Euan Munro

Talking with… Newton IM's chief executive Euan Munro

The series continues as Richard Romer-Lee talks to Euan Munro

Richard Romer-Lee
clock 26 September 2023 • 5 min read
Adjusted operating profit fell to £15.9m, down from £21.7m a year ago.

Close Brothers AM profits tumble 27% amid sale rumours

Lower income from advice and higher recruitment costs

Laura Miller
clock 26 September 2023 • 2 min read
Partner Insight: Vanguard - what's the impact of ESG funds on a portfolio?

Partner Insight: Vanguard - what's the impact of ESG funds on a portfolio?

Andreas Zingg, Head of Multi-Asset Solutions, Vanguard Europe, explains why the risk and return characteristics are different for ESG building blocks – and how advisers can take this into account when constructing portfolios for clients with ESG preferences.

In-depth

Editor's View: Firms behaving badly that you can't look away from

Editor's View: Firms behaving badly that you can't look away from

The editor's Friday Night Takeaway from 22 September

Hope William-Smith
clock 22 September 2023 • 1 min read
Wedding planner to adviser: Sophie Lodge on happily ever after

Wedding planner to adviser: Sophie Lodge on happily ever after

‘I want to be the financial adviser that I wish I had’

Sahar Nazir
clock 20 September 2023 • 4 min read
Schroders UK Platform Awards 2023: Full list of winners revealed!

Schroders UK Platform Awards 2023: Full list of winners revealed!

See who took home a trophy at last night’s ceremony in London

Professional Adviser
clock 20 September 2023 • 1 min read