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On-demand events

View our collection of on-demand events and webinars, brought to you by our wealth management specialists and featured guests.

Succession: Your guide to managing inherited wealth
17 June 2024 in Inheritance, Wealth/financial planning, On-demand events

Sarah Windsor-Lewis, Financial Planner, talks about how to manage an inheritance.

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Succession: Your guide to passing on your wealth
17 June 2024 in Inheritance, Wealth/financial planning, On-demand events

How you pass on your wealth and plan your succession can be, ultimately, the way you maximise and preserve your legacy. But it’s often a complex journey when walked alone.

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Your guide to investing close to retirement
17 June 2024 in Retirement & pensions, Wealth/financial planning, On-demand events

As your retirement approaches, your previously organised plans may need revising with the help of advice and a personal Wealth Planner.

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Your guide to investing during retirement
17 June 2024 in Retirement & pensions, Wealth/financial planning, On-demand events

Making your money work the best for you doesn’t stop once you’re retired. Continuing to grow your wealth after finishing work can be vital to ensure your legacy. 

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Spring webinar: Can current economic 'deceleration' actually accelerate investment portfolios?
22 April 2024 in Latest market updates, On-demand events, Investing

In this webinar, we discuss how a ‘decelerating’ economy could actually prove to have a positive impact on our client portfolios, and consider when central banks might start reversing the most aggressive acceleration of interest rates seen in over 40 years.

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.