Welcome

The Wealth Management Europe investment training conference is hosted by a range of leading asset managers. The aim is to update RBC Brewin Dolphin wealth managers on a broad array of funds and asset classes, sharing the latest thinking from some of the brightest brains in the industry. We are delighted that this spring, the conference will be taking place at the Corinthia Hotel, London.

These events are educational and qualify for structured CPD points. They are invitation only. If you have received an invitation and would like to attend, please register below. We will send you joining instructions for the event closer to the event date.

Please contact brewindolphin@mipagency.com for further information.

Agenda

The agenda is a mix of main platform sessions and smaller boardroom sessions. We ask that all delegates please ensure they attend all sessions.

Day 1 Thursday 24th April 2025

Time Description
9.00am Arrivals and light breakfast
9.25am Welcome by Guy Foster
9.30am Main platform presentation 1: BlackRock, Global Unconstrained Equity Fund
10.00am Main platform presentation 2: Man Group, Man Japan CoreAlpha Fund
10.30am Main platform presentation 3: Ruffer, Diversified Return Fund (RDRF)
11.00am Coffee break
11.30am Boardroom session 1: Baker Steel, Morgan Stanley, Muzinich, Nuveen, Redwheel
12.10pm Boardroom session 2: Baker Steel, Morgan Stanley, Muzinich, Nuveen, Redwheel
12.45pm Lunch
1.45pm Boardroom session 3: Baker Steel, Morgan Stanley, Muzinich, Nuveen, Redwheel
2.25pm Boardroom session 4: Baker Steel, Morgan Stanley, Muzinich, Nuveen, Redwheel
3.05pm Boardroom session 5: Baker Steel, Morgan Stanley, Muzinich, Nuveen, Redwheel
3.40pm Coffee break
4.10pm Main platform presentation 4: Pictet, Global Environmental Opportunities Fund
4.40pm Main platform presentation 5: Polar Capital, Polar Capital Technology Trust
5.10pm Free time
7.30pm Black tie dinner with The Lord Darroch of Kew KCMG

Day 2 Friday 25th April 2025

Time Description
8.30am Arrivals and registration
8.55am Welcome by Guy Foster
9.00am Main platform presentation 6: Fidelity, Special Situations Fund and Special Situations PLC
9.30am Main platform presentation 7: BlackRock, Emerging Companies Absolute Return Fund
10.00am Main platform presentation 8: Jupiter, Strategic Bond Fund
10.30am Coffee break
11.00am Boardroom session 6: Aegon Asset Management, Evenlode, J.P. Morgan, RBC Brewin Dolphin
11.40pm Boardroom session 7: Aegon Asset Management, Evenlode, J.P. Morgan, RBC Brewin Dolphin
12.15pm Lunch break
1.05pm Boardroom session 8: Aegon Asset Management, Evenlode, J.P. Morgan, RBC Brewin Dolphin
1.45pm Boardroom session 9: Aegon Asset Management, Evenlode, J.P. Morgan, RBC Brewin Dolphin
2.25pm External speaker – Dr Daniel Hulme, CEO of Satalia and AI Expert in conversation with Neil Shearing, Group Chief Economist at Capital Economic, moderated by Guy Foster, Chief Strategist RBC Brewin Dolphin
2.55pm Closing remarks
3.00pm Event closes

Agenda subject to change.

Speakers & Topics

A selection of buy-list managers will present on a broad range of topics, giving insights into world economies and markets. As usual, we will ensure there is little (if any) overlap in content. We are lucky to have secured some of the best managers in the industry. These seasoned investment professionals will share insights into their funds and the latest thinking in their respective sectors.

Mark Benbow

Short Dated High Yield Global Bond Fund

Mark Burridge

SVS Baker Steel Gold & Precious Metals Fund

Alister Hibbert

Global Unconstrained Equity Fund

Dan Whitestone

Emerging Companies Absolute Return Fund

Ben Peters

Evenlode Global Income

Alex Wright

Fidelity Special Situations Fund and Special Situations PLC

Shrenick Shah

JPM Global Macro Opportunities Fund

Ariel Bezalel

Jupiter Strategic Bond Fund

Jeffrey Atherton

Man Japan CoreAlpha Fund

Anil Agarwal

MS INVF Asia Opportunity

Mike McEachern & Warren Hyland

Muzinich Global Tactical Credit Fund, Dynamic Credit Income Fund

Crispin Royle-Davies

Global Real Estate Carbon Reduction

Katie Self

Pictet – Global Environmental Opportunities Fund

Ben Rogoff

Polar Capital Technology Trust

Ian Lance

TM Redwheel UK Equity Income Fund

Alex Chartres

Ruffer Diversified Return Fund (RDRF)

ExternalSpeakers

Lord Kim Darroch

The Lord Darroch of Kew KCMG

Lord Darroch is a retired UK civil servant and life peer in the House of Lords. His diplomatic career spanned over 40 years, primarily focusing on national security issues and European policy.

Dr. Daniel Hulme

CEO of Satalia and AI Expert

Dr. Daniel Hulme is a globally recognised expert in Artificial Intelligence (AI) and investor in emerging technologies. He's the CEO of Satalia, an award-winning AI company that was acquired by the world's largest marketing company in 2021, WPP, where he is now the Chief AI Officer.

Neil Shearing

Group Chief Economist at Capital Economics

Neil Shearing is the Group Chief Economist at Capital Economics. He has overall responsibility for managing the team of economists and leading the research, as well as developing the firm’s products and its relationship with clients. He is also a director of the company.

Venue

Corinthia Hotel, London

Whitehall Pl, London, SW1A 2BD

The Corinthia Hotel is conveniently located close to Embankment and Charing Cross stations.

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