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Future Investor Series

Future Investor Series
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Ticket Information

Ticket Type Sales End Price Fee Quantity
Future Investor Series - Part 1: 18th August & Part 2: 25th August 1 day before event starts £69.99 £4.93
Future Investor Series - Part 1: 22nd September & Part 2: 29th September 1 day before event starts £69.99 £4.93
Future Investor Series - Part 1: 18th August 1 hour before event starts £35.00 £2.76
Future Investor Series - Part 2: 25th August 1 hour before event ends £35.00 £2.76
Future Investor Series - (Limited Early Bird): Part 1: 22nd September 1 hour before event starts £30.00 £2.45
Future Investor Series - (Limited Early Bird): Part 2: 29th September 1 hour before event starts £30.00 £2.45

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Event Details

The Future Investor Series in partnership with UBS SmartWealth presents a two (2) part Investment Planning Workshop.

The workshop takes place over two Friday evenings from 18:00-21:00, on August 18th & 25th with the session repeated in September on 22nd & 29th.

 

 

WORKSHOP CONTENT: 

Through a combination of presentations, case-studies and worked examples, you will develop your knowledge and understanding in these areas:

 

PART 1 Basics of Investing: 

  1. What are investments and why should you invest?

  2. What types of investment exist and what are their characteristics?

  3. What is diversification and why is it of benefit to you as an investor?

  4. Once you've built your portfolio what will affect it and what should you do about it?

  

PART 2 The importance of financial planning:

  1. Why should you develop an investment plan?

  2. Behavioural finance and what to be aware of?

  3. What is compounding and how can it benefit you?

  4. How can you best utilise your tax allowance when investing?

  

Held in the heart of the City, at one of London's latest private luxury members club's. 

 

WHY ATTEND:

  • Learn ways to grow your wealth through your savings/surplus income

  • Learn valuable insights to Wealth Management, delivered by an industry expert

  • Learn about investments from one of the leading investment banks in the world, UBS

  • Build your network of likeminded individuals seeking to invest/grow their wealth and income streams

  • Places are limited for the two part series, thus early sign-up is encouraged (only 30 places available) 


INDUSTRY EXPERT DELIVERING WORKSHOP:

Nick Middleton is Co-Head of UBS SmartWealth. He started work in the City in 1996 for Henderson Crosthwaite. Through a series of mergers that firm became the investment management arm of Investec. During that 12 year period Nick managed portfolios for private clients, corporate entities and charities.

In 2009 Nick moved to UBS working in the Private Client Investment Management team. Nick then joined the SmartWealth team in April 2016. Nick is a Fellow of the Chartered Institute for  Securities and Investments. Before starting his professional career, Nick studied at the University of Plymouth where he graduated in Business Studies in 1998.


PRE-WORKSHOP ARTICLE:
Cash isn't King: Investing for the long-term in a low interest rate world...

As a prelude to attending our Investment Planning workshop, have a read of the following article by clicking on the link here:

"With inflation currently higher than record-low deposit rates,
cash doesn’t even hold its value in real terms..." key quote within article


 

Ticket prices include Part 1 & Part 2 workshop sessions (August 18 & 25th or Septermber 22nd & 29th)refreshments and access to Devonshire Members Clubs bar area for post workshop networking.

Have questions about Future Investor Series? Contact the organizer

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When & Where


Devonshire Private Members Club
5 Devonshire Square
EC2M 4YD Central London
United Kingdom

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