Young investor webinar series

Our series of one-hour informative webinars for our clients’ young family members and friends are aimed at 16-20 year olds. We hope to provide an understanding of the world of finance and wealth management as well as an insight into CV writing and becoming an entrepreneur. See details of our topics covered below.


An introduction to finance and investing - Part 1

  • An introduction to asset classes and how we use them to build portfolios for our clients

  • An overview of what is involved in investing in individual companies
  • An introduction to the city, financial institutions and wealth management

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An introduction to finance and investing - Part 2

  • The art of CV writing workshop
  • Useful hints and tips you can use when applying for a role in financial services

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Wealth planning

  • Fundamentals of wealth planning
  • Preservation of wealth and planning for the next generation

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A day in the life of a Portfolio Manager

  • An insight into the day-to-day role of a portfolio manager at Cazenove Capital

  • How portfolio manager’s liaise with clients and manage investments

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The journey of an entrepreneur

  • An insight into their experiences of building a business and the challenges they faced
  • How the crisis has impacted entrepreneurs and their companies
  • A Q&A session with two entrepreneurs

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Planning for the future, an introduction to managing finances

  • An insight into the principals of financial planning and managing finances for the future
  • How to budget successfully
  • A guide to income tax, ISA's and pensions

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Property investment: buying your first home

  • An insight into financial planning relating to buying and selling property future
  • A guide to mortgages and savings products available to homebuyers

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Risk, reputation and online security

  • How to protect your reputation, data and privacy in the online world

  • Common online frauds you may encounter and practical tips on how to spot and avoid these

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