Connecting senior fund selectors for dynamic investment insights, expert speakers and lively debate.
Taking place on Wednesday at 16th September The Balmoral in Edinburgh, the Wealth Forum Scotland will bring together investment experts from 6 leading asset managers with fund selectors and buyers from across Scotland. Each fund manager will speak on a different sector, giving attendees a well-rounded insight into a wide range of market sectors.
The event will also include a networking lunch allowing for plenty of discussion outside of formal proceedings.
Agend
16th September
8:30- 9:00
Arrival and breakfast
9:00-12:30
Presentations
12:30- 13:30
Lunch and departure
Content & Speakers
Speakers and topics will be announced soon.
UBAM – Strategic Income
Multi-sector income fund
Head of Corporate Debt
Thibault Colle
UBP
Redwheel Global Equity Income Strategy
Is the market simply Teflon or complacent? How to position for a return to normalised volatility.
Equity markets are seemingly impervious to any shocks. Are companies simply unaffected or is the market being too complacent. The risk this builds points to a return to a more normal environment of volatility. What does this mean for how investors should position themselves within their equity portfolios.
Portfolio Manager
Nick Clay
Redwheel
PGIM Multi-Sector Credit Fund
Portfolio Strategist
Gabriel Doz
PGIM
Host
Chairman Marr
Editorial Director
Wealthwise
Location
The Balmoral, 1 Princes St, Edinburgh, EH2 2EQ
For Sat Navs use:
Frequently asked questions
We’ve addressed some frequently asked questions below to help clarify any details you may need. If you have any additional inquiries or require further assistance, please don’t hesitate to reach out to Phil or Sam, who will be more than happy to assist you with any specific concerns or queries.
Is there a cost for attending the event?
There is no cost for delegate attendees
Contact us
To register as a delegate or information on future sponsorship, please contact:

