Our monthly online Investment Forum brings together visionary wealth advisers with leading software providerss to discuss industry trends, issues, and changes. We regularly feature expert speakers at our sessions to explain innovations in wealth management and answer participant questions. Network with like-minded industry professionals and engage with expert panelists, and participate in creating positive change in wealth management from the comfort of your own home.

This month’s Investment Forum will focus on the following topics:

  • The advances in Risk Profiling tools.
  • Stress testing portfolios against clients’ risk profiles.

During the session we will hear from the following expert speakers:

  • Zahid Bilgrami, Chief Executive Officer at Defaqto
  • Ed Carey, Chief Commercial Officer at Timelineapp
  • Paul Resnik, Chief Ethics Officer of The Suitable Advice Institute