Rewriting the rules of the game

Online Webinar

10:00 • 14 July 2021

Book now

The Blackfinch MPS range has now passed its three-year anniversary, and their concept of what an MPS should offer to advisers and clients has proven successful.

Join us for our webinar where we’ll be diving deep, discussing a range of topics including:

How we work with IFAs to consolidate their centralised investment propositions (CIP) and centralised retirement propositions (CRP), ensuring solutions are complementary and satisfy the modern regulatory framework, e.g. PROD & MIFID II

Examples of powering ESG integration and providing education in this space

What our partnership programme really means and how it’s added value to business owners

How we can help advisers to attract and engage the next generation of clients

Speakers

Speaker

Alex Sumner

Alex brings over ten years’ investment management experience, with a strong track record in managing private client portfolios and working closely with financial advisers. Alex holds the certificate in Private Client Investment Advice and Management as well as the Investment Advice Diploma. He is a chartered fellow of the Chartered Institute for Securities & Investment and has been recognised as an industry high flier, featuring in Citywire’s 'Top 30 under 30' twice.

Speaker

Gareth Deacon

Gareth has over 13 years’ experience in investment management, with expertise in the construction of mainstream investment products for clients and intermediaries. He holds the Diploma in Investment Compliance as well as certificates in Bond & Fixed Interest Markets, ESG Investing and Private Client Investment Advice and Management. He is a chartered fellow of the Chartered Institute for Securities & Investment and has achieved Chartered Wealth Manager status.