Vanguard’s Portfolio Analytics & Consulting service is a free resource, independent of our product offering, to help advisers build and enhance client portfolios while giving you more time back to focus on strengthening client relationships and higher value tasks.
Learning Objectives:
- Attendees will form a perspective on UK financial advisers’ main asset-allocation trends in 2023 and considerations for portfolio builders in 2024 and beyond.
- The presenters will discuss the trends that were identified across client portfolios, identifying the potential gaps and concentrations that could be weighing on portfolio performance.
Presenter
Felicity Main
Investment Specialist, Vanguard Europe
Moderator
Lucy Houlding
Business Development Manager, Vanguard Europe
Investment risk information
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
Important information
This is directed at professional investors and should not be distributed to, or relied upon by retail investors.
This is designed for use by, and is directed only at persons resident in the UK.
The information contained herein is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information does not constitute legal, tax, or investment advice. You must not, therefore, rely on it when making any investment decisions.
The information contained herein is for educational purposes only and is not a recommendation or solicitation to buy or sell investments.
Issued by Vanguard Asset Management Limited, which is authorised and regulated in the UK by the Financial Conduct Authority.
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