Event Information

During this webinar, Evelyn Partners investment experts will discuss the impact of current market conditions and what options investors have when facing investment losses.

Learn more about how Evelyn Partners can advise you on the options to help manage your investment losses, and their best methods to help preserve and grow your wealth in a volatile market.

Key topics

• The causes and problems of volatility in financial markets
• Taking appropriate risks and managing emotions
• How volatility can bring opportunity
• Investing for the long term
• Diversifying and rebalancing portfolios

About the speakers

Rohan Patel, Associate Director - Investment Management, Evelyn Partners Investment Management Services Limited
Rohan has spent more than 20 years working in the city. He has significant experience in equities, derivatives and portfolio construction and has a Bachelor’s degree in Economics. Rohan is also a Member of the Chartered Institute for Securities & Investment.

Jason Hollands, Managing Director - Corporate Affairs, Evelyn Partners Investment Management Services Limited
After graduating from Oxford Jason initially worked as a management consultant before entering the investment industry with Bestinvest, where he worked for nine years until 2002, initially as Head of Research and latterly as Deputy Managing Director. Jason then spent nine years holding senior positions in the asset management industry as Director, Head of Communications & Strategy at ISIS Asset Management and then Director, Head of Corporate Affairs at F&C Asset Management where he was responsible for Investor Relations and Group Communications. He returned to Bestinvest in 2012 ahead of it's 2014 combination with Tilney (now Evelyn Partners).

Andrew Lewin, Director - Investment Management, Evelyn Partners Investment Management Services Limited
Andrew joined Evelyn Partners in 2021 and has 15 years' experience in investment management and private banking. Andrew has a wide range of clients including entrepreneurs, senior executives, charities and those from media & entertainment. He works closely with financial planners and tax professionals to consider client's overall wealth position.

Important information

The value of an investment may go down as well as up and you may get back less than you originally invested.

Costs