A specialist event bringing together investment experts to debate the future of this exciting sector.
Taking place on Tuesday 29th September at The Pan Pacific Hotel, London, the Wealthwise UK Equity Working Lunch will bring together investment experts from 4 leading asset managers for a deep dive into industry themes as well as fund specifics. Aimed at fund selectors, wealth managers and fund researchers, places for this exclusive event are limited allowing attendees to really drive the direction of the conversation ensuring it remains relevant for them.
The event will also qualify for 2.5 hours of structured CPD.
Agenda
Tuesday 29th September
12:00-12:15
Arrival and registration
12:15-14:45
Presentations and Lunch
15:00
Departure
Content & Speakers
Guests will hear from 4 leading fund manager speakers on a range of UK Equity strategies. All are experts, thought leaders, and industry innovators allowing for a truly valuable debate between speakers and guests alike.
UK Equity Income
Investment Manager, UK Equity Income
Chris Morrison
Jupiter
Chris Morrison is an investment manager in the UK Equity Income team. Prior to joining Jupiter in January 2024, Chris was a fund manager at GAM since 2011. Between 2011 and 2017 he worked with Andrew Green managing the global and UK equity funds. In 2017, he launched a UK equity income strategy with Adrian Gosden. Between 2005 and 2011, Chris worked at Bank of Tokyo Mitsubishi UFJ Asset Management where he managed European equity portfolios. Chris studied Economics and Mathematics at University of Bristol.
UK Select Fund
A high-conviction UK equity fund investing across company sizes
Fund manager
Ed Legget
Artemis
Ed joined Artemis in December 2015 to manage Artemis' UK Select strategy and also co-manages Artemis' High Income strategy. He graduated in manufacturing engineering from Cambridge and began his career in asset management at Standard Life Investments in 2002. There he managed several UK equity funds, including the SLI UK Equity Unconstrained Fund. Ed is a CFA charterholder.
JPM UK Equity Plus Fund
Portfolio Manager
Callum Abbot
J.P. Morgan Asset Management
Callum Abbot, executive director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London.
UK Value Fund
Product Specialist
Steve Woolley
Schroders
Host
Chairman Marr
Editorial Director
Julian Marr
Wealthwise
Location
Pan Pacific Hotel, London, EC3A 7AB
For Sat Navs use:
Frequently asked questions
FAQ
Is there a cost to attend the event?
There is no cost for delegate attendees
Contact us
To register as a delegate or information on attending the event, please contact Phillippa Coats. For information on future sponsorship, other events or the website please contact Sam on the details below.
