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 Rosewood Hotel, London on the 25th & 26th November 2025.

These events are educational and qualify for structured CPD points. They are invitation only. 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 Tuesday 25th November 2025

Time Description
9.00am Arrivals and light breakfast
9.25am Welcome by Guy Foster
9.30am Main platform presentation: Fidelity, Asian smaller companies strategy
10.00am Main platform presentation: Edgewood, Edgewood US Select
10.30am Main platform presentation: BNY Investments, BNY Mellon Gilt Fund
11.00am Coffee break
11.30am Boardroom session 1: Premier Miton, AXA Investment Managers, Ninety One, Osmosis, Columbia Threadneedle
12.10pm Boardroom session 2: Premier Miton, AXA Investment Managers, Ninety One, Osmosis, Columbia Threadneedle
12.45pm Lunch
1.45pm Boardroom session 3: Premier Miton, AXA Investment Managers, Ninety One, Osmosis, Columbia Threadneedle
2.25pm Boardroom session 4: Premier Miton, AXA Investment Managers, Ninety One, Osmosis, Columbia Threadneedle
3.05pm Boardroom session 5: Premier Miton, AXA Investment Managers, Ninety One, Osmosis, Columbia Threadneedle
3.40pm Coffee break
4.00pm Main platform presentation: L&G, Legal & General Future World ESG Tilted and Optimised North America Index Fund
4.30pm Main platform presentation: Franklin Templeton, Emerging Markets
5.00pm Free time
7.00pm Black tie dinner with external speaker

Day 2 Wednesday 26th November 2025

Time Description
8.45am Arrival coffee
9.15am Boardroom session 6: Janus Henderson Investors, Winton, First Sentier Investors, Marshall Wace
9.55am Boardroom session 7: Janus Henderson Investors, Winton, First Sentier Investors, Marshall Wace
10.30am Coffee break
10.50am Boardroom session 8: Janus Henderson Investors, Winton, First Sentier Investors, Marshall Wace
11.30am Boardroom session 9: Janus Henderson Investors, Winton, First Sentier Investors, Marshall Wace
12.05pm Lunch break
12.55pm Main platform presentation: Jupiter Asset Management, Jupiter Japan Income
1.25pm Main platform presentation: Baillie Gifford, Scottish Mortgage
1.55pm External speaker panel discussion
2.55pm Departures

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.

Nicolas Trindade

AXA Short Dated credit

Tom Slater

Scottish Mortgage

David Hooker

BNY Mellon Gilt Fund

Jeremy Smith & Dom Younger

CT UK Equity Income

Alex Farman-Farmaian & Scott Robinson

Edgewood US Select

Nitin Bajaj

Asian smaller companies strategy

Peter Meany

First Sentier Global Listed Infrastructure

Sri Chandran

Emerging Markets Equity

Andrew Cox

Janus Henderson Global Life Science

Dan Carter

Jupiter Japan Income

Amelia Tan & Aude Martin

Legal & General Future World ESG Tilted and Optimised North America Index Fund

Anthony Clake

Marshall Wace TOPS Titan

Jason Borbora-Sheen

Diversified Income Product

Victor Verberk

Osmosis Global Credit

Thomas Brown

Premier Miton European Opportunities Fund

Nick Thomas-Peter

Winton Trend Enhanced Equity

ExternalSpeakers

Kwasi Kwarteng

Former Chancellor of the Exchequer

Tim Willasey-Wilsey

Visiting Professor, King's College, London, and former diplomat

Mark Williams

Chief Economist, Capital Economics

Polina Kurdyavko

Head of BlueBay Emerging Markets, Emerging Markets

Frédérique Carrier

Managing Director, Head of Investment Strategy, RBC Europe Limited

Venue

The Rosewood Hotel, London

252 High Holborn, London WC1V 7EN

The Rosewood Hotel is conveniently located a short walk from Holborn Station.

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