Paraplanning Excellence

The Offices of Schroders, London

3 November 2016

Paraplanning Excellence South - November 2016

Paraplanning Excellence South - November 2016

  • 3 Nov 2016

    The Offices of Schroders, London

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A Day of High Level Investment and Industry Updates

Paraplanning Excellence is an intense day of relevant investment-focused learning for paraplanners who want to get ahead. It provides up to the minute product information; trend data; and case study learning on all aspects affecting the busy paraplanner’s role.

This packed day has been put together in association with Invesco Perpetual and Schroders, two of the most substantial asset managers in the country.

This year will be the 6th annual event bringing together 90 investment paraplanners from financial advisory firms across the UK.

For further details please do call Emily Landless at Owen James on 01483 862698  or email  


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  • Alister Brown

    Alister Brown

    Product Direct, Invesco Perpetual

    Alister is responsible for communicating Invesco Perpetual’s fixed interest investment capabilities to external and internal clients. He began his investment career in 1990, working at HSBC Bank and HSBC Asset Management in various roles covering investment communications, fund selection, performance monitoring, unit pricing and fund accounting. He joined Invesco Perpetual in April 2007 and transferred to the Fixed Interest team in 2011.

  • Matthew Dobbs

    Matthew Dobbs

    Asian Equity, Schroders Plc

    Asia is ‘growing up’ and Matthew Dobbs has proved adept at navigating investment opportunities across the dynamic Asia Pacific region in often testing market conditions. The state of affairs across most of the Asian region suggests it is challenging to be bullish on growth – Matthew will discuss why he believes the long-term growth potential of Asia is still intact and offers wider range of opportunities for investors.

  • Andrew Williams

    Andrew Williams

    Global Equity Income, Schroders Plc

    Is buying income a crowded trade, and do income stocks look expensive when judged on other measures? We will explore how investors should select stocks that provide attractive levels of income while limiting the risk of permanent capital loss, and discuss how when navigating a world of cheap money is pays to be different.

  • Azad Zangana

    Azad Zangana

    Senior European Economist and Strategist, Schroders Plc

    It is an historic moment for the UK and for the European Union. Through this period we are going to see a huge amount of uncertainty around the UK’s relationship with the European Union. Against a sharp drop in economic activity, Schroders senior European economist Azad Zangana will discuss the immediate impacts on markets and what we can expect in the future post-Brexit world.

  • Joel Copp-Barton

    Joel Copp-Barton

    Product Director, Invesco Perpetual

    Joel represents Invesco Perpetual’s European Equities investment capabilities to external and internal clients. He joined the company as Product Director for Invesco Perpetual’s European Equities team in March 2012, reporting directly to Jeff Taylor, Head of European Equities at Invesco Perpetual. He began his industry career in 1998, joining Dresdner Kleinwort as an analyst covering the Pan European Transportation sector before moving to Nomura in the same area of expertise. Joel holds a BA (Honours) in Business Studies from Manchester Metropolitan University.

  • Adam Price

    Adam Price

    Managing Director & Founder, VouchedFor

    During his career Adam managed Barclays’ international mass affluent business, looking after international clients with up to £100,000 invested. He move on to take responsibility for Barclays Wealth’s digital proposition, supporting in the creation and mobilisation of a large team to execute against it. In 2010 VouchedFor was launched enabling people to find top-rated IFAs, Solicitors and Accountants

  • Dan Russell

    Dan Russell

    Managing Director, Verbatim Asset Management

    Dan Russell serves as the Managing Director at Verbatim Asset Management. He previously served as the Head of Sales at the firm and worked on The Verbatim Discretionary Service. He originally joined Verbatim in August 2012 as a Sales Manager. Prior to this in his career dan served as the Managing Director of Russell Consulting Associates Ltd. He earned his MBA from Warwick Business School and a BA in Linguistics and Literature from Durham University.

  • John Chapman

    John Chapman

    Consultant, Orion Consultancy Limited

    John is a chartered accountant having trained with EY. He worked in senior positions in a number of financial services businesses, including the Finance Director of a Japanese-owned private equity firm, prior to becoming Managing Director of Torquil Clark, the national IFA business, in 2003. John led the business through an organic and acquisition growth strategy resulting in the acquisition of four businesses in eighteen months and the ultimate sale of the business in 2008 to Skipton Building Society. The sale to Skipton resulted in a trebling of shareholder value in the five years he managed the business. Following the sale to Skipton, John remained with the organisation and guided the continued growth of the business. Following the international financial crisis, Skipton’s strategy changed and a decision was made to dispose of Torquil Clark. The stake was acquired by the national consolidator, Bellpenny. John stayed with the organisation until the end of 2015 when he left to set up the consulting business which would eventually become Orion Consulting Group. John’s background in running a diverse IFA group and buying and selling businesses within the sector gives him a unique insight into M&A strategy, integration and developing businesses of value.

  • Ciaran Mallon

    Ciaran Mallon

    Fund Manager, Invesco Perpetual

    Ciaran is responsible for the management of a number of UK equity portfolios. He began his investment career in 1994, joining HSBC where he was as an investment analyst before moving to United Friendly Asset Management (UFAM) in 1999 as a fund manager and joining our company in 2005. He holds an MA in Chemistry from Oxford University, the Securities Institute Diploma and is a CFA Charterholder.

  • Georgina Taylor

    Georgina Taylor

    Multi Asset Product Director, Invesco Perpetual

    Georgina joined the company in June 2013, and serves as the Research Director for the Multi Asset team. Previously, she was Head of Equity Strategy, EMEA, for State Street Global Markets, where she was involved in enhancing the macro input to specific State Street products, and presenting this to clients. She commenced her career in 2001 as an equity strategist at HSBC, followed by a similar role at Goldman Sachs in 2004 where she was involved in global equity and asset allocation research. Georgina then gained asset management experience at Legal & General Investment Management, contributing to the overall asset allocation outlook for the firm and multi asset funds. She graduated from the University of Bath in 2000 with a BSc (Hons) in Economics.

  • Matt Parlour

    Matt Parlour

    Regional Sales Manager - Nationals & Networks, Invesco Perpetual

    Matt graduated from Kings College London in 1995 with a BA (Hons) in War Studies. After starting his career at M&G and Fleming Save & Prosper, Matt moved to Framlington Fund Managers in 1997, and joined CCLA Investment Management in 2000 to develop their Local Authority Pension business. He joined Invesco Perpetual in 2002 as a Regional Sales Manager, becoming Nationals & Networks Account Manager in 2012, before taking on his current role as Presenter in 2014. Matt is a member of the CFA Society of the UK and an Associate of the Chartered Institute of Marketing.

  • Marcus Brookes

    Marcus Brookes

    Schroder MM Diversity Range, Schroders Plc

    The Schroder Multi-Manager team build portfolios based on a forward-looking view of where the global markets and asset classes are likely to go. Marcus will provide insights into where he sees the threats and opportunities and how these could limit the downside when markets represent more risk than opportunity – crucial when targeting high risk-adjusted returns.Successful multi-manager investing involves more than just picking good funds.

  • Jamie Farquhar

    Jamie Farquhar

    Director or Distribution, Square Mile Investment Consulting & Research

    Jamie Farquhar is Director of Business Development at Square Mile Investment Consulting & Research. Prior to this he was Head of Strategic Relationships at JP Morgan Asset Management. He has more than 25 years industry experience, starting at F&C Asset Management in 1987 where he became Head of UK Retail. Jamie was also Head of Investments at Bankhall Investment Associates, part of the Skandia group and Head of Investment Proposition at Aviva Wrap.

  • Andy Davies

    Andy Davies

    Head of UK Retail Sales, Momentum Global Investment Management Limited

    Andy joined Momentum Global Investment Management on 15th June 2015 and is responsible for leading the retail team; he will focus on engaging with UK IFAs, networks and fund platforms. Andy Davies, previously Sales Director at Skandia and more recently Head of Business Development at Sanlam UK, brings with him a wealth of industry experience having worked in the arena for almost three decades.

  • Keith Hare

    Keith Hare

    Director, Creative Technologies

    Keith is a director of Benchmark Capital, a group of companies incorporating a multi award-winning IFA practice, a support organisation for Chartered IFAs, a software company and a discretionary platform. In previous lives, Keith has run his own consultancy firm, worked for several global software companies, run a team of actuaries and ran the Chartered Institute of Marketing for the East of Scotland. Outside work, Keith enjoys spending time with his young family, running and cycling long distances and raising money for CLIC Sargent, an amazing kids’ cancer charity.


The Offices of Schroders, London