Events and webinars

The webinar will be presented by Tim Marshall, author of ‘Prisoners of Geography’ and many other best-selling titles. Tim describes us as deep into the multi-polar era, but there are signs of a return to a form of the bi-polar world of previous generations. The multi-polar world is a complicated one in which countries can get away with playing the big powers against each other resulting in a complex web of overlapping relationships. The coming bi-polar world will differ from the previous iteration, but we will see two blocks forming, one led by China, the other by the USA. During this transition climate change, population movement, and AI will affect politics everywhere. Will it be a time of uncertainty? When has it ever not been…

We are pleased to present our 2023 Paraplanner Week, back for its 4th year. Here at Quilter Cheviot, we believe that Paraplanners play an essential and fundamental role in the financial planning process. We are committed to supporting the paraplanning profession to further build on your expertise. Your skill set is integral to client outcomes and understanding client needs. The series will offer essential learning covering a range of topics including Consumer Duty, regulation in 2024, market and political update, vulnerable clients and our geopolitical outlook with guest speaker, Tim Marshall (Reporter and Author of Prisoners of Geography).

We are delighted to be joined by some truly inspirational speakers as we uncover the physical and mental impact women face and hear from our experts on how to navigate menopause, which still remains a taboo subject in many workplaces.

At Quilter Cheviot we are on a mission to transform women’s financial futures and we’re thrilled to be hosting our second International Women’s Month webinar series – Conversations that matter, highlighting the conversations that really matter to female investors.

Watch Chris Beckett, Head of Equity Research, Richard Carter, Head of Fixed Interest Research, and Nick Wood, Head of Investment Fund Research, as they discuss global economic and market prospects for 2023. The panel will deep dive into the difficulties investor faced in 2022, analyse their sectors and areas of expertise and assess if the fundamentals are pointing to recovery in 2023.

Empowering the next generation and supporting them throughout their financial journey ties in closely with our purpose of building a secure and prosperous future for our clients and their loved ones.

Are your client’s paying more tax than ever before?

We look at some clear and concise tips in dealing with clients with complicated tax queries, making their investments far more tax efficient.

We will be answering your questions on current investment trends, how the world is getting back on track, and most importantly, where are we heading in the coming years.

Quilter Cheviot and the WealthiHer team take you through how women view their wealth, including the biggest indicators across all facets of life.