2019 Trust & Corporate Service Providers CPD Seminar Series – 2019 investment update for trustees
Professional Development
Overview
This seminar forms part of the 2019 Trust & Corporate Service Providers CPD Seminar Series – a series of 10 CPD seminars, which take place once a month.
The 2019 Trust & Corporate Service Providers CPD Seminar Series provides essential updates for trust and corporate services professionals, delivered by industry recognised experts. This series will comprise 10 monthly seminars of 60 minutes, inclusive of a 15-minute Q&A, covering a wide range of topics.
Book the full series
Suitable For
Trust & Corporate Service Provider professionals
This course has already run and a new date has not yet been scheduled. Please contact us to register your interest.
TIMINGS
Seminars
14:00-15:00 (Registration from 13.45)
Venue: Jersey International Business School
BENEFITS
- Hard copies of speakers’ notes/slides are provided at each seminar – subject to availability
- Certificates of attendance are provided
- Refreshments are provided
- 1 hours of CPD
SEMINAR CONTENT
- 2019 the year so far
- How geopolitical events have shaped markets
- Outlook for the year ahead…
TUTOR
Lee Morris, Investment Director at Quilter Cheviot Investment Management |
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Lee Morris has over 15 years of experience in the finance industry, with the last 12 years gained in investment management including managing trust, private client and institutional portfolios predominately within fixed interest. At Quilter Cheviot Lee sits on the Fixed interest Committee as well as managing an array of International clients, including responsibility for government and institutional mandates. Lee is a graduate of St. Andrews University with an MA (Hons) in Management and Economics; he has a MBA from Edinburgh and a Post Grad from LSE. Lee is an Adjunct Professor of Economics at the University of Buckingham and is a Chartered Fellow of the Institute of Securities and Investment and a Chartered Wealth Manager. | |