Events and webinars

Join Claudia Quiroz, Fund Manager, Quilter Cheviot for a market update at the start of the New Year. David Butler, Quilter Cheviot Head of Distribution, will host this informative and engaging webinar that will cover third quarter performance of the Climate Asset Funds, provide insight into the latest developments in the sustainability space and look ahead to what lies in store for 2024.

The webinar will also discuss the current portfolio positioning of the Balanced and Growth Funds and explain in more detail the recent performance drivers. Chris Beckett, Quilter Cheviot Head of Research, will offer his expert opinion on the macro outlook, sectors that over performed and underperformed of late and what will be the key things to watch in equity markets this year. 

After a challenging market backdrop in 2022, last year provided a more favourable investing environment and looking ahead we see a number of attractive investment opportunities.

With the AIM index up by 4.5% in Q4 2023, and the Quilter Cheviot AIM Strategy up by 13.7% in the same period, could this be the start of a recovery in the AIM market? With interest rates approaching peak and scope to fall this year we believe it is. If your clients are considering inheritance tax planning, join Amisha Chohan, Head of Small Cap Strategy, and David Butler, Head of Distribution, as they discuss changes over Q4 2023 and outlook for 2024.

David Butler will be joined by Carly Moorhouse and Nick Wood to discuss their latest on-the-ground research trip to Asia.

Among the topics they will discuss are whether China is investable, the ongoing attractions of India after a strong run, and whether the investment case for Japan over the long term has improved.

The webinar will uncover insights from being in the region, and what has and hasn't changed in the last four years.

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.