Laura Uberoi’s Post

A full house this morning for Investment Week's Private Markets event at The Ned in London. Our speakers from Research in Finance, Gravis, Schroders, M&G Investments and GAM Investments will be discussing their perspectives on the outlook for private markets for this year and beyond. If you're interested in being involved in our 2025 Private Markets events, get in touch today. Katrina Lloyd #privatemarkets #privateassets #privateequity #privatecredit #investmentevents

Thanks to all our speakers for joining us today as we continued our discussion on the progress being made in accessing private markets in the UK wealth management space at Investment Week's latest Focus event. Thanks to Mark McFee at Research in Finance for delivering the keynote address on UK retail appetite for private assets and James Lowe, CFA and Anthony Leatham for taking part in our panel discussion on how they see this area developing in the future. #privateassets #wealthmanagement #portfoliomanagement

This year’s Investment Adviser Industry Snapshot again paints a picture of a vibrant and vital industry: the industry continued to grow, and individual investors are increasingly seeing the value of the fiduciary advice offered by investment advisers. See what’s changed: https://lnkd.in/eW48JzRS

Simon Barnard, the Portfolio Manager of Smithson Investment Trust, has recently participated as a panellist in The Association of Investment Companies (AIC) “Go Anywhere Portfolios” discussion. Discover where he is identifying the best investment opportunities worldwide by following this link: https://lnkd.in/ev_s6DXC Capital at risk. #SmithsonInvestmentTrust #Fundsmith #InvestmentOpportunities #AIC #PortfolioManagement #InvestmentTrusts #Finance #GoAnywherePortfolios

Global investment trusts offer access to opportunities across the world. But where are our global trust managers seeing the best opportunities at the moment? And how are they trying to achieve diversification while also delivering attractive returns? We found out at the Investment Company Showcase. Watch the full panel session here: https://lnkd.in/egrEmb4Z Craig Baker Simon Barnard, CFA Jamie Ross, CFA Alliance Witan WTW Alisha Desai Mark Atkinson Smithson Investment Trust Fundsmith LLP The Bankers Investment Trust PLC Janus Henderson Investors Janus Henderson Group PLC Janus Henderson Investment Trusts, UK Alexis Barling Harriet Hall Annabel Brodie-Smith Vanessa Booth Nick Britton, CFA, MCSI Nick Gardner Juliet Webber Richard Stone #aicshowcase #investmenttrusts #investmentcompanies #investing

What risks are investors keeping an eye on in 2025? Discover three areas the BlackRock Investment Institute is closely monitoring 👉https://1blk.co/3C990z2 #marketingmaterial Capital at risk

What risks are investors keeping an eye on in 2025? Discover three areas the BlackRock Investment Institute is closely monitoring 👉https://1blk.co/4g3bflp #marketingmaterial Capital at risk

In this Investment Commentary, portfolio manager Brian Schaefer steps back from current market dynamics to share how the Wealth group's Investment Committee goes about its work. As he says, the antidotes to emotional decision-making are "process, planning and preparation" – and professional investors need those antidotes just as much as clients do. https://ow.ly/zjA930sEIpk #FinancialPlanning #WealthManagement #WealthStrategies

Check out William Moore and John Moore, CFA, CAIA in IWI's latest Investments & Wealth Monitor! http://spr.ly/6043UJmhh “A Virtuous Cycle of Trust: Proactive Approaches That Tie Portfolio Management to Client Relationships,” can be found linked below and on the "Our Insights" page of our website (http://spr.ly/6044UJW66) We believe it is both a privilege and responsibility to contribute to the broader conversations that collectively foster trust with clients and advance the wealth planning industry. #stratviewwealth #financialinsights #wealthstrategies #investing

Gateway Investment Advisers' Daniel Ashcraft sees growth in 2025, but also volatility--meaning it could be the right time to focus on quality investing. Watch his new video and his outlook for this year: https://lnkd.in/g2tjnC5P