26/11/2019 13:00 - 14:00
Join ICAEW and Netwealth for a live, interactive, one-hour webinar as we explore how to protect your savings and investments in disruptive political and market environments.
Having balanced and diversified portfolios, and clearly planned financial goals, are crucial to the long-term success of your investments, including your pension.
In this webinar, Netwealth's senior investment team will provide insight into the importance of defining risk within your investment planning, and the controllable factors when building your portfolios.
Charlotte Ransom, Chief Executive OfficerCharlotte is the founder of Netwealth. Having started her career at JPMorgan she spent 20 years at Goldman Sachs, serving as a Partner for 10 years. Her leadership roles spanned relationship management, marketing and product development in the Securities Division. From 2006 to 2011, Charlotte was head of Institutional Wealth Management and the Market Solutions Groups for Europe, Middle East and Asia in the Investment Management Division. From 2012, she explored the impact of digital technologies on a variety of industries before founding Netwealth in 2015.
Iain Barnes, Head of Portfolio ManagementIain joined Netwealth in January 2016 from UBS Asset Management, where he was an Executive Director and senior portfolio manager in the Global Investment Solutions division. He has over 15 years' experience in multi-asset investment management for both institutional and high net worth clients, across active and passive strategies.
Netwealth is a modern, cost-effective wealth manager that understands the unique challenges faced by accountants. Whether these are compliance restrictions, variable income streams or day-to-day time constraints, our comprehensive investment offering is designed to help you achieve your long-term goals.
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