PFS Event - Royal Mint Experience & an Introduction to Gold Bullion Investment
The PFS South Wales region invite you to a special event at the Royal Mint Experience. The event begins with a 1-hour seminar giving an introduction to gold bullion investment, and will be followed by a complimentary tour of The Royal Mint Experience.
Tuesday 10th October 2023
8:30 - Registration and refreshments
9:00 - Seminar
10:00 - The Royal Mint Experience Tour
The seminar will cover pricing, market dynamics and the diversification benefits of holding physical gold assets. There are many ways in which to gain exposure to physical assets and the merits of each will be explored in the context of a client’s portfolio requirements and risk profile.
Following the seminar, all delegates will receive a complimentary tour of The Royal Mint Experience.
Key learning outcomes:
Delegates will gain an understanding of the current bullion investment landscape, the investment case for gold and how physical assets can offer greater diversification benefits.
About the speaker:
Steve joined The Royal Mint in 2022 in the role of Business Development Manager, with a focus on wealth management products.
Steve began his career as a Graduate Trainee with Brewin Dolphin, working towards becoming a chartered investment manager. He spent nine years with Brewin before a stint with Rathbones Group.
Steve is a member of the Chartered Institute for Securities and Investment (CISI) and is Level 7 qualified, achieving a Diploma in Wealth Management.
Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Cardiff, which is acting as the host institute for this event.
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.