24OCT 2019
9:00 am

1 London Wall Place, LondonEC2Y 5AU

Event for 16-18 year olds

This event has ended

You can download the presentation slides or watch the presentation recording below



This interactive and educational event offers an insight into the world of wealth management for young investors between the ages of 16-18, including:

  • An introduction to wealth management, 'the City' and financial markets
  • Guest speakers
  • Interactive sessions
  • A CV and interview skills workshop

Dress code: Smart casual

If you have any queries please contact the Events team on


09.00                     Arrival (refreshments served)
09.30                     Welcome and Introduction
09.40                     Introduction to the City
10.00                     Financial markets and asset classes
10.20                     Investing in individual companies
10.40                     Morning Break
10.50                     Charities
11.00                     Entrepreneurs
11.20                     Wealth Planning
11.40                     Coffee Break
11.50                     Sustainability at Cazenove Capital
12.10                     Day in the Life of a Portfolio Director
12.30                     Lunch
13.15                     Talk by James Trafford
14.00                     CV and interview skills workshop
14.30                     Afternoon break
14.45                     Interactive session
16.00                     Conclusion and finish

Date and Venue

24OCT 2019


1 London Wall Place, London , EC2Y 5AU