Speaker: Stephen Trowbridge of Investec Wealth & Investment
Timing: 12 for 12.30pm – Close at 2 pm
Venue:Investec Wealth & Investment, The Plaza, 100 Old Hall Street, Liverpool, L3 9AB
By the end of this educational structured CPD presentation attendees will have more understanding of investment trusts and the benefits of including them within a client portfolio.
Investments Trusts are purchased less frequently by advisers, for their clients, than their more popular counterpart the Unit Trust. However, investment trusts have considerable attractions not least allowing retail clients access to less liquid, and alternative asset classes, such as Infrastructure, Private Equity, and property.
Stephen Trowbridge, Senior investment Director and member of Investec’s Global Investment Strategy Group will discuss some of the attractions and developments in this important sector.
With more than 35 years’ experience, Stephen manages a private client book, heads up one of Investec’s private client teams and is active in developing relationships with IFAs. He also sits on the global investment strategy group, the asset allocation committee and the structured product committee.
Buffet Lunch and networking opportunity after the talk