Join our May Investment Forum
Our monthly online Investment Forum brings together visionary wealth advisers with leading software providers 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 panellists and participate in creating positive change in wealth management from the comfort of your own home.
The May Forum will be held on Tuesday May 25th and will focus on ‘Lessons learnt from working during the pandemic and in particular which changes and trends have helped most’ featuring an adviser panel of: Jo French from Benchmark Capital, Setul Mehta from Openwork, Jon Dear from LEBC Group, and Jane Hodges from Money Honey.