Vanguard’s commitment to you
Here at Vanguard, we aim to not only act as a helping hand for advisers in supporting their clients and their professional development, but also to help explain and advocate for the value of advice itself.
Through our dedicated adviser support team, our CPD-platform called Vanguard 365, our ongoing event series right from monthly webinars to The Vanguard Tough Mudder Takeover, or the suite of client-friendly tools and resources available on our website, Vanguard is constant in serving the adviser community - it’s our long-term commitment to deliver value to you, and your clients too.
Today's sessions
Harnessing the value of dividends
In this session, we explore the potential role of dividends in fighting inflation, driving equity returns and improving long-term investor outcomes and the importance of dividend diversification and casting a global net when searching for dividend value.
Across the years: Preparing and preserving intergenerational wealth
Our workshop explores techniques to address two major challenges advisers face associated with family wealth transfers, as we embark on the largest wealth transfer in history.
Our speakers
Head of Investment & Product Analytics, Vanguard Europe
Bio
Viktor Nossek joined Vanguard in 2018 and is currently Manager of Investment & Product Analytics. He is responsible for creating and developing ETF-related investment and product research and thematic content for our European business.
Previously, Viktor spent five years at WisdomTree Europe, where, as head of the research, he published and presented to media extensively on the investment theses behind ETFs. Prior to WisdomTree, Viktor worked in investment research covering major asset classes on the buy and sell side in London.
He is fluent in three languages and he holds a Master’s Degree in Economics from Maastricht University in the Netherlands.
Senior Investment Analyst, Vanguard Europe
Bio
Joao Saraiva is a Senior Investment Analyst in the Portfolio & Investment Analytics team, specializing in both Equity and Fixed Income investment solutions. He joined Vanguard in 2017 as an Equity Trader within the Equity Investment Group.
Prior to joining Vanguard Joao worked for State Street Global Advisors as a Senior Fund Financial Analyst providing support to the Fixed Income Desk. Before that, he was a multi-asset fund administrator at BTG Pactual in Brazil.
Joao holds an MSc in Finance from Cass Business School and a BSc in Economics from NOVA School of Business and Economics. He is currently a CFA Charterholder.
Senior Strategist, Vanguard Europe
Bio
Sebastian Lewis, CFA, is a senior strategist in Vanguard’s Advisory Research Centre. He worked at Morgan Stanley in equity sales from 1999-2003 and then joined Sanford Bernstein in New York where he spent 15 years covering asset managers, hedge funds and sovereign wealth funds. From 2018-2022 he was Director of European Research at Sanford Bernstein in London. Sebastian joined Vanguard in January 2024.
Senior Specialist, Advisory Research Centre, Vanguard Europe
Bio
Warwick Bloore, FPFS® is a Senior Specialist for Vanguard’s Financial Advisor Services. His role includes the research of financial planning and investment strategies that advisers and intermediaries can use to help maximise the value they add to their clients.
He joined Vanguard in 2019, having previously worked in the advice industry since 2007, advising private individuals and corporates, both in the UK and abroad. His areas of expertise include portfolio construction, tax planning, retirement planning, estate planning and protection.
Warwick holds an M.A. in economics from Cambridge University. He is a Chartered Financial Planner as well as a Fellow of the Personal Finance Society.
Get in touch
Strategic Accounts Manager - DFM
Bio and email
Matt has been working in Vanguard's UK Distribution Team for over 9 years and has experience supporting both our Advisory and Institutional clients. Matt is a Strategic Account Manager, responsible for developing our relationships with the largest discretionary fund managers across the UK.
UK Adviser Support
Bio and email
Imogen joined Vanguard in 2021 and is a Sales Analyst supporting Vanguard’s Strategic Accounts team. Prior to joining, Imogen spent five years at a major active asset manager, working in HR and Wealth Management. She holds the Investment Management Certificate (IMC) and the Investment Advice Diploma (IAD).
Get involved
Introducing Vanguard 365
Vanguard 365 is our brand new CPD education platform, bringing you all of Vanguard’s global expertise in bitesize 30-minute accredited modules available to you - anytime, anywhere.
Covering five core pillars that you told us matter most, we offer learning, client-facing tools and resources across:
- Practice management
- Client relationships
- Financial planning
- Investment Knowledge
- Market commentary
The Vanguard Tough Mudder Takeover
Join over 1000 of your colleagues, peers and industry friends this September and get active with Vanguard.
- Vanguard exclusive event
- 20-teamwork inspired obstacles
- Don't fancy the run? Join us in the Vanguard Village on the deckchairs instead
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 document is directed at professional investors and should not be distributed to, or relied upon by retail investors.
This document is designed for use by, and is directed only at persons resident in the UK.
The information contained in this document 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 in this document does not constitute legal, tax, or investment advice. You must not, therefore, rely on the content of this document when making any investment decisions.
The information contained in this document 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.
© 2024 Vanguard Asset Management Limited. All rights reserved.