Events

31OCT 2017
10:00 am

The Mansion House
Clifton Down, Avon, BristolBS8 3LJ

Your Wealth Matters seminars

Bristol

About

Join us at The Mansion House, Bristol on Tuesday 31st October where we will cover:

  • An economic update
  • How to utilise tax allowances for today and the future
  • How recent changes to the pension and savings environment may provide opportunities

Please find full event details below. If you have any further queries please contact:

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

Date and Venue

31OCT 2017

The Mansion House

Clifton Down, Avon, Bristol , BS8 3LJ


Agenda

10.00
Arrival tea and coffee
10.30
Welcome and introduction
John Gordon, Head of Business Development
10.35
Making sense of an uncertain world
Richard Jeffrey, Chief Economist, discusses the big issues affecting the global economy and the challenges that lie ahead for the UK.
10.55
Generational planning
11.15
Investing for the future
11.35
Will planning
11.50
Q&A
12.15
Light lunch
Our portfolio managers and wealth planners will be available for 15 minute private consultations to discuss any specific queries you may have.

Speakers

John Gordon

Cazenove Capital
Head of Business Development
John joined in 1984 and is Head of Business Development, working closely with the Private Wealth Management teams to facilitate and coordinate their business development efforts. Prior to his current role, John began managing private client portfolios in 1989, initially managing private client portfolios and trusts, before joining the dedicated charity team. In addition, John is a non-executive Director of a substantial private property company and is a trustee and treasurer of a charity. He has 29 years’ investment experience and is a member of the Securities Institute (diploma).

Richard Jeffrey

Cazenove Capital
Chief Economist
Richard is Chief Economist and responsible for the strategic framework that supports the investment teams. He joined in 2008. Since completing a Masters degree in Quantitative Economics, Richard has worked as a professional macroeconomist and market strategist in the City of London. Richard has 35 years’ investment experience.

Marco Malagoni

Cazenove Capital
Wealth Planner
Marco is a Chartered Financial Planner and a Pensions Transfer Specialist with over 12 years’ experience. He joined in 2011 and provides advice on investment structuring, inheritance tax mitigation, pensions and retirement planning. Marco graduated from Exeter University with a BA Hons in History.