rathbones - financial adviser roadshows 2017 - exeter
Time and date:
16 May 2017
12.15 PM to 16 May 2017
2.00 PM
Location: Exeter
Organiser: Rathbones
Website: Click here
We will be hosting a series of regional seminars throughout May and June.
With an overarching theme of delivering added value we will explore topics which will cover our 2017 investment market views through to IFA client segmentation models and client portfolio management.
Here is a brief outline of the topics we'll be discussing:
- Taking control: the return of active investing. In this session we will discuss active investing and how it can be favoured by political events, disruptive technologies and the end of cheap money
- The journey from A to C. In this session we will focus on our newly launched Managed Portfolio Service, explain its position within an IFA client segmentation model
- Why 1 + 1 = 3. In this session we will highlight a number of services that all ensure the investment solution dovetails into personalised advice
Register now at an event nearest to you. If you are unable to attend your regional venues, please register to attend one of our other venues.
Should you have any questions, please don’t hesitate to contact our intermediary services desk on: 020 7399 0399 or email DFMsales@rathbones.com
