EVENTS

Smith & Williamson and Tilney's inaugural National IFA Conference

  • Date: 18 Mar 2021
  • Time: 09:30 - 11:30
  • Venue: Webinar, Hosted via Zoom, Join from any location, Registration link below

We are delighted to invite you to Smith & Williamson and Tilney's inaugural National IFA Conference which will be held on Thursday 18 March from 9.30am - 11.30am. 

The event will be hosted and introduced by Craig Wright, Head of Business Development at Tilney and Mickey Morrissey, Head of Distribution at Smith & Williamson.

The full agenda can be viewed below, to register please click here

Agenda

9.30

Introduction

Craig Wright

Head of Business Development
Tilney

9.35

CEO introduction

Chris Woodhouse

Chief Executive Officer
Tilney Smith & Williamson

 

9.40

Investment Outlook

Global markets and the outlook for the remainder of 2021

Daniel Casali

Chief Investment Strategist
Smith & Williamson Investment Management LLP

10.00

Navigating the Green Maze

What to look for when selecting sustainable funds for your portfolio

 

Louie French

Sustainable Portfolio Manager
Tilney

10.20

Q&A

Q&A with Daniel and Louie

Hosted by Craig Wright
Head of Business Development at Tilney

10.30

Break

 

10.40

Business Sale Preparation

How to get your business primed for a sale

Joe Suddaby

Head of Merges & Acquisitions
Tilney Smith & Williamson

11.00

Tax Update

The 2021 Budget, how will this affect your clients?

Julia Rosenbloom

Partner
Smith & Williamson LLP

11.20

Q&A and close

Q&A with Joe and Julia

Hosted by Mickey Morrissey
Head of Distribution at Smith & Williamson Investment Management LLP
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