About Us > Seminars & events

Educating on wealth matters

Collins Stewart Wealth Management frequently holds presentations, seminars and events providing information free of charge on the innovative solutions and professional services we offer.
We are always keen to educate people on wealth matters so seminars and client meetings are a core part of our activities.

Previous events


International Advisor

Collins Stewart Wealth Management will be at International Adviser’s Singapore Expert Investor Forum in Oct 2008 showcasing its multi-manager expertise to leading investment intermediaries from Singapore and the other financial centers in Asia.


Collins Stewart Fund Management will be providing an education to IFA on hedge funds and fund of hedge funds investing. The two part seminars are held in partnership with Prudential International.
Glasgow 21 May 08 (Part 2 on 4 June 2008), and;
London 28 May 2008 (Part 2 on 11 June 2008).
Contact us or your Prudential International contact to attend.

   

The Isle of Man Pension Conference April 2008. Pension legislation recently changed in the Isle of Man and client interest supported a broad conference on the legislation, pension planning, investment management and education.
For professional advisers only here is a copy of the presentation from the event.

Part 1 – New Regulations and Implementation

Part 2 – Outlook for Markets

Part 3 - Retirement Savings for the local market

Part 4 - New QROPS SIPP for Expats
   

The Retirement Planning Seminar brought together the most influential retirement product and services providers, distributors, commentators and industry experts to discuss this burgeoning segment of financial services. The Collins Stewart workshop highlighted one of the quickest and easiest ways of moving assets out of an estate for Inheritance Tax purposes whilst providing equity related returns. We showed how an AIM managed portfolio offers a simple approach to retirement planning whilst enabling the client to retain full control of their assets
For professional advisers only a copy of the presentation from the event.
   

During the Collins Stewart London Boat Show 2008 - an event that attracts over 140,000 visitors - we hosted a wealth management lounge on the main boulevard providing an area for visitors to rest and recover in comfort. Our qualified investment professionals were on hand to discuss wealth matters and were active during the eleven-day show. We were impressed with the interest and breadth of conversation during the show. We should like to thank all those who attended our lounge.

If you would like to learn about our calendar of events, or you are an intermediary and would like to jointly host an event allowing us to deliver an all-embracing presentation package, then please contact us >>

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