Behavioural Finance

Evelyn Partners Offices
Friday, 27 November 2015
12:00 pm – 2:30 pm (UK time)

Presented by Vanguard Asset Management Limited

Click here to book for this event

Vanguard's Adviser's Alpha research shows that Advisers can add substantial value for their clients by helping them avoid behavioural pitfalls. We will discuss the two categories of behavioural bias and why each one requires a different approach.

The learning objectives will be to understand:

• What behavioural biases are
• The difference between the two categories of behavioural biases
• Why they matter
• How to counter the different types of behavioural bias

Speaker Biography

Alex Wheelan DipPFS has been with Vanguard in the UK since 2011 and is responsible for business development with financial planners and Wealth Managers in the North West of England. Alex has more than 15 years of Intermediary experience working previously with major life offices and wealth management companies. Vanguard Group Inc. was founded in 1975 and has $3.3 trillion of assets under management as of 30 June 2015. What sets Vanguard apart – and lets Vanguard put investors first around the world – is the ownership structure of The Vanguard Group, Inc., in the United States. Rather than being publicly traded or owned by a small group of individuals, The Vanguard Group is owned by Vanguard's US-domiciled funds and ETFs. Those funds, in turn, are owned by their investors. This unique mutual structure aligns their interests with those of the investors and drives the culture, philosophy and policies throughout the Vanguard organisation worldwide. In the UK, Vanguard leverages the scale, experience and resources of our established global business.

  • Evelyn Partners Offices
  • Liver Building, Pier Head
  • Liverpool
  • L3 1NY
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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