Webinars

Passive investing has seen significant growth over the last decade. A recent report highlighted that flows into passive funds exceeded active funds for the very first time, leading commentators to question whether active management is dead.

In this Pulse webinar, Olivia Geldenhuys, Investment Director, Schroder Investment Solutions, shares the teams thoughts on the active vs passive debate. Olivia will also introduce the 3D Reset. This is the three “Ds” of deglobalisation, decarbonisation, and demographics.

These ongoing trends have had and will continue to have massive long-term implications for the global economy. Taken together, the 3Ds are reshaping the investment landscape and this is where active management can add value.

A video of the webinar is available to view here

A copy of the presentation is available to view here

It's been a difficult few years marked by many challenges - Brexit, Covid-19, soaring inflation, and geopolitical tensions which have all cast a shadow of negativity and hesitancy among many investors.

But as we progress through 2024, and with the prospect of falling interest rates, there are plenty of reasons for investors to re-engage.

Rather than a routine evaluation of unknown possible outcomes, and deliberation over an often-gloomy financial landscape, Chris Saunders, Co-Founder of New Horizon Asset Management provides an uplifting focus on the many reasons for positivity, including:

• How to sidestep the pitfalls of negativity and embrace a forward-thinking approach when speaking to your clients.
• Key areas primed for growth if focus shifts from a handful of fully-valued US stocks to instead permeate a broad range of regions and asset classes where valuations are at multi-year lows.
• How to communicate the benefits of investing for the long term and the truth of the old adage that it is time in the market rather than timing the market that is key.

A recording of the webinar is available to view here.

In our latest Pulse Webinar, we welcomed Stephen Yiu, Lead Manager of the Blue Whale Growth Fund.

In 2024, investors will continue to grapple with significant concerns surrounding global macroeconomic and geopolitical challenges. In this webinar, Stephen discusses the crucial need for exposure to structural growth catalysts and highlight specific opportunities in AI and Reshoring that could prove advantageous in times of uncertainty.

A video recording of the webinar is available to view here.

A copy of the presentation is available to view here.

In what will be a pivotal year in electoral history, we provide a compelling exploration of the interaction between politics and markets.

In 2024, a world divided is on the brink of collision, and the implications for investments will be profound. Nathan Sweeney, CIO Multi-Asset at Marlborough provides a valuable insight into the dynamic relationship between elections and markets as he dissects the potential impact on your investment strategy.

The full video is available to view here

A copy of the presentation is available to view here

The Lifetime Allowance (LTA) has been a cornerstone of retirement planning in the UK for many years. However, recent developments and proposed legislation are set to reshape the landscape for pension savers and financial advisers alike.

In this Pulse Webinar we welcome David White and John Clare of QB Partners who provide a comprehensive overview of the Lifetime Allowance, including its history, the recent abolishment, and the proposed legislation that is expected to come into play after April 2024.

They also discuss the potential implications of the Labour Party's promise concerning the LTA as well as unearthing potential advice opportunities.

The full video is available to view here

A copy of the presentation is available to view here

In our latest Pulse Webinar we welcomed Nathan Sweeney, CIO - Multi Asset at Marlborough.

Nathan investigates the investment mindset of today's investors and explores the complex landscape of investment strategies.

Gain insights and a forward-looking perspective on the dynamic interplay between cash, bonds, and equities as Nathan plots the path forward for investors in today's ever-evolving financial climate.

The webinar is available to view here

In our latest Pulse Webinar we welcomed Lead Portfolio Manager, Olivia Wingrove and Head of Strategic Partnerships, Robert Hardy from LGT Wealth Management.

In today's rapidly evolving economic landscape, staying ahead of the curve is crucial for financial advisers.

During this insightful webinar, our expert speakers delve into the pioneering spirit that drives LGT to embrace emerging trends and cutting-edge thinking in multi-asset investing with the goal of delivering optimal outcomes for your clients' investments.

The webinar is available to view here

Our latest Pulse Webinar features a highly informative session with James Bougeard, Senior Investment Manager at Brooks Macdonald.

During this webinar, James explores various aspects relating to investing in volatile markets and shedding light on the significant considerations between cash and investment strategies.

James also provides an up-to-date market analysis, offering valuable insights into the current landscape and potential opportunities for growth.

Speaker Bio: James joined Brooks Macdonald in 2021 and provides investment advice to private clients, trustees and financial advisors. He also participates in our Investment and Research Committees.

Prior to joining Brooks Macdonald, James worked for a multinational bank, where he managed a portfolio of high net worth international clients, advising on tailored wealth solutions. He has also previously worked for a local financial advisory firm, providing investment and retirement advice while also participating in company and investment committee meetings. James is a Chartered Member of the Chartered Institute of Securities and Investment (CISI) and holds the Certificate in Private Client Investment Advice and Management (PCIAM) and the Investment Advice Diploma (IAD).

He has worked in the financial services industry since 2005.

The webinar is available to view, here

A copy of the presentation slides are available to view, here

Our latest Pulse Webinar features a highly informative and interactive session with Rob Clarry from Evelyn Partners.

The 2020s have got off to a choppy start: a global pandemic and a major war between Russia and Ukraine have caused significant disruption in the global economy and financial markets.

Looking forward, it seems that we are now embarking on a period of increased uncertainty compared to the relatively benign period following the fall of the Berlin Wall. Policymakers and investors face a series of challenges that will need tackled, including energy security, ageing populations, a reconfiguration of global trade and commerce, and greater geopolitical risk. It promises to be a difficult market environment.

In this presentation, Rob attempts to shed some light on these themes, and provide some guiding principles for how investors might navigate them.

Speaker Bio: Rob sits in Investment Strategy team at Evelyn Partners. He primarily focuses on investment research and asset allocation. This involves developing quantitative models to enhance the firm’s investment process and advising Fund Managers on both tactical and strategic asset allocation. Rob also writes thought leadership pieces and regularly comments on the latest economic and market developments. Before joining Evelyn Partners, Rob worked in the Economics practice at PwC. He led teams in the financial and macroeconomics divisions and focused on macroeconomic modelling, scenario analysis, and global investment return assumptions. Rob is also a CFA charter holder.

the webinar is available to view here

In our latest Pulse Webinar we feature a highly informative and interactive session with Andrew Eve, Fixed Income Investment Specialist at M&G.

Andrew delves into some of the most pressing topics surrounding the investment landscape today, including the current macro backdrop, cyclical, policy and structural drivers of the reflationary story, and the sustainability of these drivers. He also explores fixed income investing in a rising inflation environment and provides an outlook for the asset class overall.

As the focus on inflation and its impact on bond markets continues, this webinar will help to support you with making informed investment decisions.

The webinar is available to view, here

A copy of the presentation slides are available to view, here

In our latest Pulse Webinar, we welcomed Nathan Sweeney from the Marlborough Group. Nathan looks at a number of key investor concerns and assesses whether the markets share these concerns or not.

Speaker Bio:

Nathan is Marlborough’s Deputy Chief Investment Officer of Multi-Asset and manages the Marlborough offshore multi-asset funds and Managed Portfolio Services. He is also their sector specialist for North American equities and specialist investments. Before joining Marlborough, he spent over ten years as a Senior Investment Manager at fund management company Architas, where he managed the £1 billion Architas Multi-Asset Active range

The webinar is available to view here.

In this Pulse Webinar, we were delighted to have welcomed Stephen Yiu, Lead Manager of the Blue Whale Growth Fund.

Stephen discusses how the investment landscape has changed as a result of inflationary pressures, higher interest rates and geopolitical tensions. He dives into some of the key investment themes in the Blue Whale Growth portfolio, and how these have evolved since the fund launched five years ago:

• Digital transformation and technology – what has changed?
• Reshoring and deglobalisation
• Geopolitics, supply-side issues and the opportunities in the energy sector

Speaker Bio:

Stephen graduated from Imperial College London with a BEng in 2001, and earned his CFA charter in 2006. Having started his career in the Hargreaves Lansdown investment team, Stephen left the company in 2007 to pursue his interest in asset management. He went on to work at New Star (now Janus Henderson), Artemis, and under Martin Taylor at Nevsky Capital.

Stephen set up Blue Whale Capital in 2017 with a £25m backing from Peter Hargreaves, the co-founder of Hargreaves Lansdown. The assets under management in the Blue Whale Growth strategy are circa $1bn.

The webinar is available to view here.

In this webinar, we were delighted to be welcoming back Will Riley, Portfolio Manager of the Guinness Global Energy and the Guinness Sustainable Energy Strategy funds.

Will previously presented on the very pertinent global economic topic of ‘Energy’ and how it will affect your client portfolios. In his latest presentation, he will dive into some of the key macro and investment themes in energy markets today, including:

▪ Where next for oil and gas prices
▪ The Ukraine and Russia conflict and what it means for energy security in Europe
▪ The rise of renewables and the energy transition
▪ How to benefit from these themes

Speaker Bio:

Will graduated from Cambridge with a Masters degree in 1999, he then worked for PwC as a valuation expert for 7 years during which time he qualified as a Chartered Accountant. Will joined Guinness Global Investors in 2007.

The webinar is available to view here

A copy of the presentation is available to view here

This webinar was broadcast on 25th January 2023.

In this Pulse Webinar, we welcome David White, Mike Foxall and John Clare from independent technical support providers QB Partners.

They were joined by Novia Global’s International Sales & Technical Manager, Paul Forman for an interactive panel discussion on the DWP pension transfer regulations which are causing frustration for both advisers and their clients.

The session covers a number of topics, including:

• A summary of the rules and why they were implemented
• A look into how the rules work and why they have led to frustrating delays
• What solutions providers are implementing to help navigate through the delays
• How you can prepare your clients in advance

The webinar is available to view here

In our latest Pulse webinar, Abika Martin from LGT Wealth Management tackles how you can position and navigate the crucial ESG conversation with your clients.

Speaker Bio:

Abika has looked after the assets of private clients and non-profits for a decade, with a specialism in sustainable investment. Abika has a BA (Hons) in History from the University of Bristol, the Diploma in Financial Planning, and is a Chartered Wealth Manager. Abika brings her broad experience – including as a fund analyst – to a number of out investment committees. In 2021, Abika won Investment Week’s Change Excellence Award at the Women in Investment Awards for her efforts to drive positive change within the industry.

The webinar is available to view, here.

In our latest Pulse webinar, Sheldon MacDonald and Nathan Sweeney from the Marlborough Group joined us to discus the current market climate and the impact that various factors are having on our day to day lives.

Sheldon is Marlborough’s Chief Investment Officer of Multi-Asset and Nathan is the Deputy Chief Investment Officer of Multi-Asset. Between them they have amassed over 45 years' worth of investment management experience.

The session covered a number of interesting topics, including:

• Inflation and the cost of living crisis
• What does a recession mean for markets
• What's next for investors in 2022

The video is available to view, here.

In our latest Pulse Webinar, we were delighted to be welcoming Mike Foxall and David White from independent technical support providers QB Partners.

Mike and David present an outline of the succession considerations for both life polices and pensions and also compared the UK position with a number of EU jurisdictions.

A video of the webinar is available to view here

A copy of the presentation is available to download here

In our latest Pulse Webinar, we are delighted to be welcoming Will Riley, Portfolio Manager of the Guinness Global Energy and the Guinness Sustainable Energy Strategy funds.

Will navigates us through the very pertinent global economic topic of ‘Energy’ and how it will affect your client portfolios. 

He dives into some of the key macro and investment themes in energy markets today, including:

• Where next for oil and gas prices
• The Ukraine and Russia conflict
• The rise of renewables and the energy transition 

Speaker Bio:

Will graduated from Cambridge with a Masters degree in 1999, he then worked for PwC as a valuation expert for 7 years during which time he qualified as a Chartered Accountant. Will joined Guinness Global Investors in 2007.   

The webinar is available to view here.

The presentation slides are available to view here           

In our latest Pulse Webinar, we are delighted to have welcomed Dr. Christopher Mellor, Head of EMEA ETF Equity & Commodity Product Management at Invesco.

The extraordinary growth in crypto assets has claimed the headlines in recent years but there is much more to blockchain – the technology that lies behind the digital asset boom. In this session, we:

• Explain what blockchain technology is and how it works
• Explore the transformative potential of blockchain technology
• Examine some real-world blockchain technology use-cases
• Discuss how investors might look at adding blockchain exposure to their portfolios

Speaker Bio: Chris leads the EMEA ETF equity & commodity product management team at Invesco, responsible for providing support and analysis for Invesco’s range of equity ETFs. Before joining Invesco he worked as an investment strategist, focusing on market timing and tactical allocation across regions, sectors and styles for Sunrise, State Street Global Markets, Credit Suisse and Societe Generale. Chris holds a DPhil in Inorganic Chemistry from Balliol College, Oxford and is a charter holder of the CFA Institute.

A video of the webinar is available to view here

A copy of the presentation slides are available to view here

In our latest webinar, we are joined by Ben Chandler from Brooks Macdonald International.

Several major global events – including most recently the coronavirus pandemic and the Russia/Ukraine situation have prompted investors to flee financial markets, but history shows this could have been a mistake. In this Webinar, Ben discusses the importance of remaining invested and how missing the best performing days could have led to a portfolio’s significant underperformance over the long term.

Ben is co-head of the Multi Asset Class Strategy Team, and is a voting member of Brooks Macdonald Group’s Asset Allocation Committee as well as holding the Certificate in Private Client Investment Advice & Management (PCIAM). Ben is also a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

The full webinar is available to view here.

A copy of the presentation is available to view here.

The source paper is available to view here.

In our latest Pulse Webinar, we are delighted to have welcomed Sheldon MacDonald and Nathan Sweeney from the Marlborough Group.

Sheldon is Marlborough’s Chief Investment Officer of Multi-Asset and Nathan is the Deputy Chief Investment Officer of Multi-Asset. Between them they have amassed over 45 years' worth of investment management experience.

Sheldon and Nathan discuss the current market climate and the impact that various factors are having on our day to day lives.

The session will cover a number of topics, including:

• The current "cost of living" crisis
• Shrinkflation
• The concept that volatility is now the new norm and how we can adapt

The full webinar is available to view here.

In our latest Pulse Webinar, we welcome Luke Hyde-Smith and John Bellamy from Waverton Investment Management.

Luke is Co-head of Multi Asset Strategies and lead manager of the Waverton Real Assets and Absolute Return Funds. John is Head of Adviser Solutions and also sits on the Waverton Management Committee.

Luke and John discuss how the traditional investment approach of 60% Equity / 40% Fixed Interest allocation within a portfolio may no longer be relevant in today’s climate with fixed income returns looking unlikely to match historic levels.

The session covers a number of topics, including:

• A new investment regime - how higher ongoing inflation and the inability of fixed income assets will not adequately diversify portfolios
• Without fixed interest, what other ways can an investor diversify their portfolio – including three specific asset classes of interest
• How alternatives are no longer a potential option for balanced investment portfolios, more an essential ingredient

The full webinar is available to view here

In our latest Pulse Webinar, we welcome Scott Hood and Gerry Brown.

Scott and Gerry are both members of the QB Partners Expert Panel and discuss the subject of UK inheritance tax and its planning opportunities for international clients.

The session covers a number of topics, including:

• A brief history of UK Inheritance Tax
• Design challenges of UK IHT and how they were overcome
• An introduction to current UK inheritance tax rates, thresholds, and reliefs and how they can operate

The webinar is available to view here

In our latest webinar, we are delighted to have been joined by Paul Flude from Flude & Associates.

Paul is a member of the QB Partners Expert Panel and is a South African Attorney based in London. For 25 years, Paul has specialised in Wills, Trusts, Estate Planning, Tax, and Deceased Estates. His area of expertise is advising internationally mobile private clients who have assets in multiple jurisdictions.

In this session Paul covers a number of important topics around the subject of Wills, including:

• The importance of having a Will and why having one Will per jurisdiction is so important
• What to discuss with clients to include in their Will
• Some common mistakes
• How Wills can ‘unlock’ AUM and deepen client relationships

The webinar is available to view, here.

A copy of the presentation slides and available to view, here.

Our latest webinar was presented by EQ Investors on the subject of climate change.

EQ Investors is a Discretionary Fund Manager focusing on sustainable and impact investing and working with financial advisers across the globe.

COP26; the global climate change conference, will likely showcase governments taking ambitious steps to reduce carbon emissions. Carbon regulation, litigation, growing public pressure and technological innovation pose existential risks to carbon, and those businesses polluting most. In this inevitable carbon crisis, decarbonisation is the only way forward.

In this webinar we will discuss how your clients’ wealth may be at risk if they continue to invest in portfolios lagging behind the transition; but also the opportunities and the investment case for companies leading the charge…

This webinar covers:

• COP26
• Carbon – Why should you care?
• Can investing for a low carbon world help your clients generate good returns?

The webinar is available to view here

In our latest webinar, we were delighted to welcome Scott Hood from QB Partners.

Scott joined Paul Forman and presented an introduction to the concept of domicile from a UK perspective.

The objective of the webinar was to help advisers find more ways to assist their UK connected clients with their financial planning needs, including:

• what domicile is
• how domicile is acquired and how domicile can change
• some implications of domicile for clients, including the difference between domicile and deemed domicile

The webinar is available to view here

In this Pulse Webinar we are delighted to be joined by UAP Group CEO Rob Shipman - Rob specialises in cross border international employee benefits and trusts; specifically for US, South Africans, and UK residents and expatriates.

Rob is joined by our own International Sales Manager Chris Skelhorn to present this webinar for advisers who are looking to grow their US-connected, American, UK, and South African client base.

The webinar covers a number of issues and topics, including:

• FATCA and PFIC
• Multi-Jurisdiction and Multi-Currency investing
• Tax-efficient investing in a global environment

The webinar is available to view here

n this webinar, we are joined by industry experts QB Partners who provide an understanding of the planning opportunities that QNUPS might present, as well as discussing:

• suitable jurisdictions, permitted investment options, and the tax treatment of QNUPS
• the benefits to the investor ▪ how QNUPS can be implemented appropriately to ensure that they are viewed as genuine pension provision, and
• a case study, based on a real life scenario which will be used to illustrate the key points of consideration

The webinar is available to view here

Phoebe Stone, Head of Sustainable Investing at LGT Vestra discusses the case for sustainable investing and why capital markets need to be part of the solution. 

Phoebe will cover an introduction to sustainable investing, its approaches (ethical investing, ESG, and impact investing), the integration of the United Nations Sustainable Development Goals, and the implementation of sustainable investing strategies and investment themes. 

The key learning objectives from this webinar will be:

• Understand the case for sustainable investing
• An introduction to sustainable investing and its approaches  
• Understand the implementation of sustainable investing

The full webinar is available to view, here.

Trevor Smith joins us to help set you up for 2021 by presenting his views on how to turn disruptive events into business opportunities.

Trevor is a relationship and sales skills specialist working closely with IFAs, providers and the CII across the world. His client list includes governments, C-suite executives, entrepreneurs and sales professionals across a wide range of industries.

In this webinar Trevor will be sharing tools, tips and his own unique research while working closely with top performers, including:

▪ How to turning disruptive events into business opportunities
▪ Criteria for deciding where to spend your time for maximum return
▪ The 9 things that top performers do during a crisis
▪ A working system proven to generate new business

The full webinar is available to view here.

Novia Global are delighted to welcome Andy Gwynn, one of the most sought after LinkedIn Speakers, Trainers & Coaches in the industry.

Andy is a master of business development, sales & marketing strategy & psychology; leading businesses & professionals to greater profitability and productivity whilst building successful relationships.

Andy's LinkedIn masterclass covers a host of topics, including advice on how to:

▪ …raise the profile and credibility of both your personal and company LinkedIn pages
▪ …find and connect with your ideal clients
▪ …get found and give value
▪ …ultimately, generate more business

The webinar is available to view here

Up next in our Pulse webinar series, we are excited to being joined by Martin Coyle, Head of UK Business Development, and Dan Kemp, Chief Investment Officer from Morningstar Investment Management.

Having emerged from one of the most tumultuous periods in financial market history, investor minds are now turning towards 2021- so what impact has recent volatility had on asset valuations and is now a time to be buying or is further caution prudent?

Martin and Dan discuss:

▪ key adjustments to the portfolio positioning of the Morningstar International Portfolio Range available on Novia Global
▪ two sectors in which depressed equity valuations represent potential opportunity
▪ the latest opportunities in fixed income space

The full webinar can be viewed here.

Our International Sales and Technical Manager Paul Forman is delighted to be joined by Graham Bentley, Director at the Marlborough Group who will be presenting: "Pandemic Positioning - A Recipe for Resilience."

During this webinar, Graham will be covering a number of topics, including:

▪ a summary of the year to date market performance
▪ why global equities have performed remarkably well despite COVID (and why the UK hasn’t)
▪ why markets appear positive despite the pandemic’s second wave
▪ why market timing cannot work, but how advisers can easily explain diversification through asset allocation and style of active management, and how that approach has protected advised clients in 2020

The full video of this webinar is available to view here.

Paul Forman along and Darren Moth break down all of the key information of our new International SIPP.

Find out… 

How to access what we believe to be the cheapest quarterly charged SIPP...and with NO establishment fee. After the webinar, why not take a look and compare us with your provider, we're sure you'll be surprised and delighted at our charges'. 

How to reduce pipeline lead times to an average of 28 days. 

How to take advantage of Novia's experience and expertise with ceding schemes

The full video of our third webinar is available to view here.

Paul Forman shares his knowledge on one of the ISIPP's major advantages – the flexibility of the product when it comes to taking benefits at retirement. 

Paul breaks down all of the key changes in legislation since 2015, the range of flexible retirement benefit options, and how these can compare favorably to a QROPS.

The webinar is available to view here

In our latest webinar, International Sales and Technical Manager Paul Forman is joined by ITC International Pensions CEO Aidan McLoughlin to talk through the benefits of IORPS (Institutions for Occupational Retirement Provision).

The full video of this webinar is available to view here.

International Sales Managers Darren Moth and Rob Montague introduce the Investment Governance Service available through the Novia Global platform.

Developed in conjunction with Trustees and Intermediaries and using analysis from ARC Research Ltd, the Investment Governance Service provides a solution that assists you in meeting your suitability, regulatory and fiduciary responsibilities.

Our introductory webinar will cover how the Investment Governance Service can:

• Provide you with clearly articulated choices for you to consider and act upon.
• Maximise efficiency and increase value to your client proposition.
• Support your ongoing suitability reporting with a clear and repeatable audit trail.

The webinar is available to view here

Paul Boston, and Chris Skelhorn look to answer some of the key "How" questions one constantly asks about ones own business...

• How can I reduce my operating / implementation costs?
• How can I create more time to focus on revenue generating work?
• How can I do this whilst ensuring my clients remain my key focus?
• How can I deliver an enhanced client proposition and experience?

The full video of our first webinar is available to view here.

Join us as we delve deeply into regulation as we look to provide guidance on how to navigate MiFID II compliance effectively whilst avoiding the numerous pitfalls.

The full video of our second webinar is available to view here.