PLATFORM looks to the global arena
Global investing is to take centre stage at the latest PLATFORM event, hosted by Cofunds, the leading independent platform for financial planning.
Advisers will be able to access extensive insight into global investing at the conference, which is taking place on 15 September in Hemel Hempstead. The event will explore whether global investing can help advisers stand out from the crowd.
Speakers also include Tony Wickenden from Technical Connection, who will be looking to guide advisers through the tax wilderness with an overview of how to get the most out of the post budget landscape for clients.
There will also be an interactive workshop, run by JPMorgan Asset Management, providing a practical and thought provoking look at how changes in legislation can work in advisers’ favour focusing on business development, including engendering professional connections, the art of referrals and introductions and how to segment client books intelligently.
Alastair Conway, Sales & Marketing Director at Cofunds said: “The idea of the event is to give advisers the chance to hear the latest views and opportunities on investing globally from leaders in the market, as well as how to make the tax landscape work for them and their clients.
“For those that cannot make it on the day we have collated a range of independent views that are available here (http://www.cofunds.co.uk/Platform/home.aspx), focusing on global investing and the role it plays in successful portfolio planning. The event will also be recorded and streamed on our website afterwards”
Other speakers at the event include OBSR, BlackRock, BNY Mellon AM, Henderson Global Investors, L&G, Martin Currie and Schroders.
If you would like to register for the platform conference please click here.