Financial Liverpool's Christmas Celebration!

Evelyn Partners Offices
Wednesday, 11 December 2024
12:00 pm – 2:30 pm (UK time)
FULLY BOOKED

We look forward to welcoming you to join us for our Christmas event, where the following will be on offer:

📝 CPD - UK Gilts / Gold the alternative to Equities- currently offering (much) less risk with greater potential reward

🎄 Christmas Quiz

🧁 Plenty of Nibbles

🥂 Festive Drinks

📍 Evelyn Partners Offices, Liver Building, Pier Head

Get yourself in the Christmas Spirit and come join us!

Learning objectives

  • To gain a greater understanding of the dynamics driving both the Gilt Market and the Gold market during which promises to be turbulent times in capital markets following the election of Donald Trump
  • To have a greater understanding of the role of Gilts and Gold in a balanced portfolio

About our speaker

Ian Williams is a former member of the London Stock Exchange and has been involved in financial markets for over 40 years primarily in the Institutional UK Gilt Market as a Specialist Gilt Stockbroker, a Gilt-Edged Market Maker ( Index linked Gilts ) ,and as head of a Government Bond Proprietary Trading Unit working for Institutions such as JPMorgan Chase ,Kleinwort Benson & Guinness Mahon. In 2002 He became the Chairman & CEO of Charteris Treasury Portfolio Managers ltd a boutique private client wealth manager where the Firm started to acquire OEIC mandates starting off in 2003 with a Close Brothers Gilt Fund & then the City Financial Gilt which was top of the IA Gilt Sector for 3 of the 7 years that Charteris ran the Fund. In 2011 Charteris launched the Charteris Gold & Precious Metals Fund which was the top performing UK Mutual Fund across all sectors ( 4000 Funds ) in 2016 & again in 2019.

Also, in 2017 Charteris launched the Charteris Strategic Bond Fund which has outperformed every other UK Gilt Fund over the past 5 years. In 2024 Ian won the Citywire Award for Best Portfolio Manager in the Bonds-Sterling Strategic Bond Sector.

Venue
  • 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 www.cii.co.uk/cpd.

Ticket type    
Registration
  Fully subscribed
FULLY BOOKED