Financial advisors invited to Brewin Dolphin, Wales’ first investment conference

Financial advisors are invited to Brewin Dolphin, Wales’ first investment conference, which will be held in Swansea later this month.

Hosted by one of Wales’ leading investment management firm, Brewin Dolphin, the event will take place at the Liberty Stadium on Thursday 26th September.

Financial advisors have a rare opportunity to hear the views of four highly-respected fund managers from four different investment houses who will share their market insights, analysis and thought leadership.

Speakers include Richard Watts from Old Mutual Global Investors who will provide insights into the Old Mutual UK Mid Cap Fund and Julian Fosh from Liontrust Asset Management who will discuss the economic advantages of the Liontrust Special Situations Fund.

Dan Batterton of Legal and General Investments will provide insights on UK Commercial Property by discussing the Legal and General UK Property Trust, while Jenna Barnard of Henderson Global Investors will discuss the Henderson Strategic Bond Fund.

As well as hearing from and meeting the industry experts, delegates have the opportunity to network, exchange ideas with colleagues in the sector and could be eligible for Continued Professional Development.

Richard Kelly, divisional director of Brewin Dolphin, said: “We’re delighted to be able to host Brewin Dolphin, Wales’ first investment conference in Swansea. All of the speakers are highly regarded in the industry and guests will benefit significantly from their knowledge and expertise.

“From emerging to frontier markets and the latest global trends, the investment landscape is constantly evolving. The conference will bring the latest thought leadership to Wales, which will help financial advisors stay at the forefront of the industry and be at the top of their game when advising clients.”

The morning event which starts at 9am and is free to attend, finishes with a three course lunch and the opportunity to take a tour of Swansea City FC’s home ground.

Independent financial advisors can register for the conference by emailing [email protected] or by calling Cherie Tonge on 02920 340100.