event-feature

Wealth preservation - Defaqto Roadshow

Half day CPD seminar

Visiting 9 May Belfry Resort, 10 May Tankersley Manor, 11 May De Vere Cranage Hall Crewe

To book click here

Wealth: the preservation and growth challenges of 2023 – inflation, cost of living, how will you deliver your clients’ goals? Faced with the mis-match between savings rates and inflation, there are relatively few ways to safely preserve your wealth, sustain your income, let alone help it to grow

Dates and venues
9 May, Belfry Resort, The Royal Town of Sutton Coldfield 
10 May, Tankersley Manor, Barnsley
11 May, De Vere Cranager Hotel, Crewe

9 out 10 previous attendees recommend our Roadshows for the perfect balance of structured quality content and valuable networking opportunities. 

CPD      

There will be seven presentations on each date. All of the speakers will be available for live Q&A after each session. Registration takes place from 08:45 to 09:15, and closes at 13:50. There is complimentary parking and refreshments at all locations. These events are exclusive to authorised investment advisers only (or officers of a regulated advice business). This event is accredited by CII / Personal Finance Society member CPD scheme and delegates can claim up to 2 hours and 55 minutes of CPD.

9 out of 10 previous attendees recommend our events for the perfect balance of structured quality content.

Please note that these events are exclusive to authorised investment advisers only (or officers of a regulated advice business).

Core Sponsors

  • BNY Mellon

    BNY Mellon is a global investments company dedicated to helping its clients manage and service their …

    BNY Mellon

    BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of Sept. 30, 2022, BNY Mellon had $42.2 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

  • UBS Asset Management

    UBS Asset Management is a large-scale asset manager with a presence in 22 countries. It offers inves …

    UBS Asset Management

    UBS Asset Management is a large-scale asset manager with a presence in 22 countries. It offers investment capabilities and investment styles across all major traditional and alternative asset classes to institutions, wholesale intermediaries and wealth management clients around the world. It is a leading fund house in Europe, the largest mutual fund manager in Switzerland, the second largest fund of hedge funds manager and one of the largest real estate investment managers in the world.

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