Learning: Structured

We bring together fund selectors and fund managers to discuss UK equity income. On the panel are:

• Marcus Blyth, Senior Research Director, Investec

• Andy Marsh, Fund Manager, Artemis
• Clive Beagles, Senior Fund Manager, J O Hambro

Learning outcomes:

1. How to assess and respond to client vulnerability
2. How Covid and its aftermath have impacted on intergenerational wealth transfers
3. How client expectations of advisers are changing