The Park Royal Hotel

Wednesday 18th September 2019

09:15 – 09:45

Registration, Breakfast and Networking

09:45 – 09:55

Welcome and Introduction

Tom Ellis, Editor, Professional Adviser

09:55 – 10:20

Keynote Address

Peter Toogood, Chief Investment Officer, The Adviser Centre

10:20 – 10:45



Fund: PruFund

Michael Watt, Product Specialist, Treasury & Investment Office


Drivers for multi asset investment 2020 and beyond

What are the main drivers for asset allocation that M&GPrudential Treasury and Investment Office are looking at for their multi asset portfolios. How can these help with both strategic and tactical positioning of the portfolios and why entry into longer term themes can help diversification and long term returns for clients.

10:45 – 11:10

Baillie Gifford


Fund: Baillie Gifford Managed Fund

Lucy Haddow, Client Service Manager


Simplicity Works

For more than three decades, the Managed Fund has provided one-stop, good value, access to Baillie Gifford’s best investment ideas. Through an unyielding focus on long-term, active, growth investing, the Fund has generated excellent multi-decade returns, net of fees, since 1987. With 75% typically invested in equities, whilst bonds and cash add balance, the simplicity of the Managed Fund has stood the test of time. It demonstrates that a one stop shop can be a highly effective way to meet your investment needs.

11:10 – 11:35

HSBC Global Asset Management


Fund: HSBC Global Managed Portfolio Service

David Macfarlane, Team Head, Discretionary Wealth Management

Arthur Swain,


In conversation with…

Arthur Swain and David Macfarlane will discuss how HSBC Global Asset Management’s multi-asset solution is different and what it means to bring an institutional approach to a crowded and competitive retail market.

11:35 – 11:45

Q&A with Baillie Gifford, HSBC Global Asset Management, Prudential and The Adviser Centre

Chaired by Professional Adviser

11:45 – 12:05

Coffee and Networking Break

12:05 - 12:15

Personal Finance Society

 Joe O'Connor, Financial Adviser, True Potential Wealth Management

12:15 – 12:40

UBS Asset Management


Fund: UBS Multi Asset Defensive Growth Fund (GBP)

Michael Walsh, Senior Investment Specialist, Investment Solutions


Multi Asset Investing – Delivering client outcomes in volatile markets

Whilst markets continue to break new ground, investors remain preoccupied about how long can the expansion continue and what action is best to take when market volatility returns. Clients who have experienced strong asset growth over the past 10 years will want to have some peace of mind, especially if a correction is as severe as 2008. Michael Walsh will look at how the UBS Multi Asset Defensive Growth fund can help deliver investment growth while aiming to safeguard against sharp market losses in various Financial Planning situations.

12:40 – 13:05

Kames Capital


Fund: Kames Diversified Monthly Income Fund

Nick Edwardson, Product Specialist 

Delivering consistent multi asset income in volatile markets

Attractive, sustainable income remains one of the most important investment objectives but investors are rightly asking how they can also protect the real value of their investment through capital growth.  How do we achieve this against a backdrop of renewed volatility as evolving expectations for economic growth and monetary policy have clashed with the vagaries of contemporary geopolitics?  The Kames Diversified Monthly Income Fund is a bespoke portfolio designed to achieve both a consistent income and better risk-adjusted total return.

13:05 – 13:30

Pictet Asset Management


Fund: FP Pictet Multi Asset Portfolio

Supriya Menon, Senior Multi Asset Strategist


The challenge of increasing the real value of savings in a world of low or negative risk-free rates

There are two potential solutions – either moving up the risk spectrum or use tactical asset allocation to our advantage.  We would ask the questions: how do we identify opportunities across the capital structure of markets? Are we prepared to make meaningful changes in our asset allocation?  Do we have the right framework for risk management? How should we think about diversification in an environment of shifting correlations and negative real interest rates? It seems an uncertain world though not a volatile one, how should we be positioned today?

13:30 – 13:45

Q&A with Kames Capital, Pictet Asset Management and UBS Asset Management

Chaired by Professional Adviser

13:45 – 14:30

Lunch and Networking