A copy of the presentation is available to download here
Pulse Webinar: Energy investing for your client portfolios
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
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 presentation slides are available to view here
Pulse Webinar: Exploring the transformative potential of blockchain
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 copy of the presentation slides are available to view here
Pulse Webinar: Staying invested during volatile times
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).
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
The concept that volatility is now the new norm and how we can adapt
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
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
A copy of the presentation slides and available to view, here.
Pulse Webinar: Climate Change - the risk of doing nothing
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:
Carbon – Why should you care?
Can investing for a low carbon world help your clients generate good returns?
Pulse Webinar: Uncovering new opportunities in the US, UK and South Africa
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:
Pulse Webinar: Sustainable Investing - future proofing your client portfolios
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
Pulse Webinar: Turning disruptive events into business opportunities.
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
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
Pulse Webinar: the latest convictions and opportunities from Morningstar...
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
Pulse Webinar: Pandemic Positioning - A Recipe for Resilience
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.
The Key Information of our International SIPP
Paul Forman along and Darren Moth break down all of the key information of our new International SIPP.
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.
The flexibility of the International SIPP
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.
IORPS - flexibility and rigorous prudential standards
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.
The Novia Global Investment Governance Service
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.