Face to face, PFS breakfast session - One Size May Not Fit All

The Exeter Court Hotel
Wednesday, 12 July 2023
8:30 am – 10:00 am (UK time)
    • Wayne Bishop, CEO, King & Shaxson Asset Management
    • Craig Hart, Client Relationship Manager, King & Shaxson Asset Management

Thanks to Wayne & Craig for this face to face training workshop.

Session Overview:

King & Shaxson will take you through the world of ESG investing, discussing its relevance, why listening to clients to see what they do want, and what they don’t to invest in is paramount, plus what’s under the bonnet of the funds that appear in clients’ portfolios.

All of this using their 20-year Ethical investing background for credibility.

Venue: Kennford Suite, Exeter Court Hotel, Kennford, Exeter, EX6 7UX

Timing: Bacon roll, tea coffee & juice at 8.30am, session starts 9.00am and finishes at 10am.

Learning objectives:

At the end of the session attendees will be able to:

  • Is ESG investing still relevant?
  • One size does not fit all
  • Know Your Ethical Client
  • Government actions
  • ESG-its more then just carbon
  • Screens will determine performance
  • How to avoid greenwash

Bio: Wayne Bishop, CEO, King & Shaxson Asset Management

After graduating from University of Central England in 1991, Wayne began his career at GNI London, broking fixed income options.

In April 2002 he joined Phillip Securities UK, and took over the investment management team in September of that year.

Wayne introduced active asset allocation and a positive return mentality to then predominately UK equity-based portfolios.

Wayne has dedicated over 20 years to investing for positive change, not only for financial advisers and their clients, but with his own personal investments as well.

Bio: Craig Hart, Client Relationship Manager, King & Shaxson Asset Management

Craig begun his career at Barclays International back in 1988, covering financial markets and trade finance.

He joined the Corporate Bond dealing desk at King & Shaxson in 2010 to assist clients with Fixed Income trade ideas and execution.

Craig joined the Asset Management team in 2012 with a focus on the Platform proposition and client relationship management.

Like the rest of the team, the ideals of King & Shaxson Asset Management mirror his personal investment philosophy.

  • The Kennford Room
  • The Exeter Court Hotel
  • Kennford
  • EX6 7UX

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.