You may have a solid savings plan for the future, but how can you ensure cracks don’t appear when unexpected events happen? This masterclass will help you to build a truly resilient plan: a sizeable pot first, then help you adapt and prepare for your evolving lifestyle – and a changing world.
A durable retirement strategy allows for such unknown factors as how long you will live, the inflation impact and unpredictable world events. Join the experts as they show how to help your investments to grow meaningfully before you retire and maximising your potential when you do.
We will explore such factors as:
Iain Barnes, Head of Portfolio Management, NetwealthIain has more than 20 years of investing multi-asset portfolios at Netwealth, UBS and Schroders. At UBS he was an Executive Director and Senior Portfolio Manager in the Global Investment Solutions division and one of six voting members of the Global Asset Allocation and Currency Investment Committee, was responsible for more than £60 billion of assets. Iain joined Netwealth in January 2016 to launch the Netwealth investment portfolios, leading the investment process and holding ultimate responsibility for portfolio performance.
Sam Pitts-Tucker CFA, Senior Client Adviser, NetwealthOver 15 years’ experience advising and investing on behalf of HNW and UHNW clients, joining Netwealth in 2017 from EFG Asset Management. Sam is an Oxford University graduate, a CFA charterholder and a Chartered Fellow of the Chartered Institute for Securities and Investments.
At Netwealth, we have extensive experience helping finance professionals to plan and manage their personal finances, and those of their family. We are an established partner of leading industry body ICAEW, providing members with education, advice, and investment management services. We combine a comprehensive investment offering, advanced technology and qualified advisory team to help our clients make the best investments decisions - all at a fraction of the industry cost. Our online planning tools make planning financial goals uncomplicated, adjusting the variables to visualise the impact on your finances and realise all your accounts in one screen.
Should you experience any difficulties booking onto the event, please go to our events support page - how to book. If you need assistance making a booking, please contact the Events Information team who will be happy to support with the online booking process.
The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.
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