Events

01NOV 2017
10:00 am

Cowdray House
MidhurstGU29 0AY

Your Wealth Matters seminars

Nr Midhurst

About

We would be delighted if you could join us at one of our investment and financial planning seminars.

By attending one of our seminars, you will benefit from:

  • A market update and overview of the economy
  • Learning how recent changes to the pension and savings environment may provide opportunities
  • Information on how to utilise your tax allowances effectively
  • An opportunity to book a 15 minute complimentary private consultation with one of our wealth planners
  • A lunch and networking opportunity

Please click here to register for this seminar.

Full details of the event will be confirmed shortly, however, if you have any queries in the meantime 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

01NOV 2017

Cowdray House

Midhurst , GU29 0AY


Agenda

10.00
Arrival tea and coffee
10.30
Welcome and introduction
John Gordon, Head of Business Development
10.35
The global economy
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.

Adam Cavalier

Cazenove Capital
Portfolio Director
Adam joined in 1995 when he worked as a credit analyst, later moving into Acquisition Finance. He joined the Wealth Management Business in 1998 where he looks after private clients. Adam has a BA (Hons) in Economics and is an Associate of the UK Society of Investment Professionals. He also holds the Investment Management Certificate. He has 19 years of investment experience.

Darren Chaplin

Cazenove Capital
Wealth Planning Director
Darren joined in 2016. Previously he has worked with Towry Ltd (formerly JS&P Ltd), Coutts and Equitable Life where he has gained extensive experience in assisting high net worth clients with their financial planning and wealth management needs, maintaining a ‘trusted adviser’ relationship. Darren has some 20 years' experience in this field and is a Chartered Financial Planner. Prior to his career in wealth management, Darren was a qualified Accountant.