We regularly host webinars to help you appreciate some of detail behind topics of interest and enable you to access the expertise and experience of the team.
Life often prompts financial decisions whether they result from career decisions, health, relationships or simply what to issue you need to tackle next.
Our webinars aim to help you understand the opportunities that your wealth offers, and overcome some of the hurdles it can present, to help you meet your short, medium and long-term wealth goals. To find out more, click on any of the tiles to access each webinar.
If you are watching our webinars as they are broadcast, you need to register for an account via our webinar platform, BrightTALK to be able to access the discussion and ask questions of our experts. However, if the webinar has already taken place, you can watch these without the need to provide any contact details.
6 Oct
| 40 mins
Faced with an explosion of sustainable investment options, David McFadzean and Tom Caddick discuss the growth in sustainable investing and how you can make sense of the jargon and the array of choices available.
19 May
| 30 mins
In this short webinar Stuart Cummins, CEO of Nedbank Private Wealth, was joined by Hilary Evans, CEO of Alzheimer’s Research UK, and Professor James Rowe, the Chair of its Strategic Advisory Board, to talk through the pioneering medical research they are leading on dementia.
13 Apr
| 45 mins
David McFadzean, head of wealth management, and Tom Caddick, chief investment officer, examined the events of Q1 2022 and discussed their impact on financial markets, what this could mean for investors over the coming months and how our portfolios are positioned to respond.
13 Jan
| 45 mins
Watch our investment webinar, where our chief investment officer, Tom Caddick, and Rebecca Cretney, investment counsellor, looked back on the year that was and summarised what could be the key themes for investors in 2022.
30 Nov
| 45 mins
David McFadzean joined Marcus Dixon of LonRes and Mark Francis and Jane James of London’s Surveyors and Valuers to discuss the current state of the London property market, what the stories are behind the news headlines and what homebuyers and investors might expect to see in the coming months.
3 Nov
| 4 mins
In two separate short videos, Rebecca Cretney highlights the impact of inflation on investment portfolios, including how it can be mitigated for clients who seek lower levels of risk, as well as for those comfortable with higher levels of risk.
Our client magazine, Opportunity, is published three times a year and provides insights and company updates for our clients.
If you would like to subscribe, please contact your private banker, who can add you to the mailing list, or you can sign up for yourself via our subscription centre.
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We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.
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