Investment Insight

Spring update

Thursday 23 May 2019, 10:45 - 13:00

Summary

So far, 2019 has been a better year for equity markets. While economic growth remains a concern in Europe especially, there are signs of improvement in China and central bank accommodation should temper the slowdown. Nancy Curtin, CIO, will discuss the macroeconomic environment and Riitta Hujanen, Managing Director, will provide an update on how she is currently positioning the Close Conservative, Balanced and Growth Portfolio Funds.

 

Increasingly, we are seeing client demand for investment strategies that deliver positive social impact so Amy Lazenby, Managing Director, will explain our approach to Socially Responsible Investing (SRI) and how we incorporate the UN's Sustainable Development Goals in our SRI Service.

 

CPD certificates will be issued for all attendees.

Agenda

10:45     Registration and coffee

11:00     Investment Insight

Nancy Curtin - Macroeconomic environment

Riittaa Hujanen - Close Portfolio Funds update

Amy Lazenby - Our approach to Socially Responsible Investing

12:30     Lunch and networking with the investment team

Location

Close Brothers Group Office
10 Crown Place, London EC2A 4FT

Get directions

Meet the speakers

Nancy Curtin, Chief Investment Officer

Appointed in 2010, Nancy oversees a successful, award winning team of 55 investment professionals with a highly disciplined investment process.

Nancy has over 20 years’ experience including Managing Partner, Fortune, where she ran an alternatives investment business, Schroders where she was Head of Global Investments for its $20bn Global Mutual Fund businesses and Barings where she was Head of Emerging Markets and served in a range of global asset allocation roles.

Nancy holds a Bachelor’s degree in Political Science, Summa Cum Laude, from Princeton University and an MBA from Harvard Business School.

Riitta Hujanen, Managing Director

Riitta joined Close Brothers Asset Management as Investment Director in July 2012, and was appointed manager of the Close Discretionary Portfolio Balanced Fund 1 April 2013 and of the Growth and Conservative Funds on 24 April 2013.
Before joining CBAM, Riitta held fund management positions at Schroder’s Investment Management and Montanaro Fund Managers in London.

Previously, she was Head of European Equities at OKO Asset Management in Finland and worked at SEB Gyllenberg where she established Finland’s first multi-asset SRI mutual fund.
Riitta holds an MSc. (Pol.) from the University of Helsinki and an MBA in International Finance from the Helsinki School of Economics and Business Administration.

Amy Lazenby, Managing Director

Amy is an Investment Director at Close Brothers Asset Management, Head of Discretionary Management Service and a key member of the Multi Asset Class (MAC) Committee investment team deciding our house asset allocation. Amy runs many different risk rated portfolios as well as some of the firm’s largest individual mandates, trusts, charities and socially responsible investment portfolios.

Prior to joining Close at the beginning of 2013, Amy was a founding partner of a private client discretionary investment management business which she ran for 10 years before selling her 45% share to her co-founder.

Amy is a Chartered Wealth Manager and a Fellow of the Securities Institute. She sits on the editorial panel for the Securities and Investment Review and for 9 years sat on the committee for the Wealth Management Forum organising bimonthly events. She also acts as a mentor in the 30% Club Cross Company Mentoring Scheme.

IHT and estate planning

IHT and estate planning seminar

Friday 24 May 2019, 10:45 - 13:00

Summary

The latest OBR figures show that the amount of inheritance tax (IHT) paid is on the rise, despite the introduction of an additional nil-rate band. Rising asset prices have contributed to an increasing number of people becoming liable for IHT. The rules associated with the RNRB are complex and may not apply to all, which is why clients rely on advisers like you to find a solution that's right for them.

In this upcoming seminar, our team will discuss these key themes:

  • Tony Whincup, Investment Specialist, will describe how advisers are utilising Business Property Relief (BPR) for IHT
  • Sam Barton, Investment Director, will share how his team have successfully enabled clients to achieve a beneficial tax status within as little as two years, by capitalising on the IHT relief available through BPR

CPD certificates will be issued for all attendees.

Agenda

10:45     Registration and coffee

11:00     IHT and estate planning seminar

12:30     Lunch and networking with the team

Location

Location

Close Brothers Group Office
10 Crown Place, London EC2A 4FT

Get directions

Meet the speakers

Tony Whincup

Tony Whincup, Investment Specialist

Tony joined Close Brothers Asset Management in May 2017 as a Director in the Investment Specialist team, providing regulated investment advice across our investment propositions.

Tony began his investment career in Jersey at Bankers Trust. After stints travelling and working as a journalist, he spent 10 more years at UBS Jersey – first at the Investment Bank managing the Asset-Backed Security book, then in Wealth Management as a Client Adviser where he specialised in advising UK resident-non-domiciled clients in discretionary, advisory and execution-only services, including credit and FX. He has also worked at St James’s Place in the UK, offering holistic financial planning and wealth management.

Sam Barton

Sam Barton, Managing Director, UK Smaller Companies

Sam joined Close Brothers Asset Management in 2008 having began his career at Unicorn Asset Management. He has over 16 years’ experience in managing UK smaller companies funds and portfolios.

Sam holds an Investment Management Certificate and the CISI Diploma. He is also a fellow of the Chartered Institute for Securities and Investments.

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