On 19th of September a half-day event in Chester covered several interesting topics.
The event was well attended with over 40 members from both the CISI and the CII attending as part of the new Chartered Body Alliance.
The Chartered Body Alliance combines the Chartered Institute for Securities & Investment, the Chartered Insurance Institute and the Chartered Banker Institute.
By working together the alliance will continue to raise professionalism and trust across financial services by promoting high standards of knowledge, skill, integrity and ethical behaviour.
The event was opened by Harry Walker from Dimensional introducing the six principles of effective and persuasive communication.
Phil Robotham from Schroders discussed value investing and how certain innate behavioural traits will influence both clients and their financial advisers decision-making.
Stephen English from Blankstone Sington presented on the key benefits of investing via an AIM Portfolio, and its uses in mitigating Inheritance Tax.
And finally, Duane Hasnip from GAM Star provided an overview of junior/hybrid debt, including why companies may choose to issue this type of debt and its characteristics.
Our first event was a great success and it gives us a real platform to build upon, particularly as we look to increase our presence in Chester and North Wales.
