Managing Discretionary Portfolios  (Guernsey)

Professional Development

Overview

This seminar forms part of the 2020 Trust & Corporate Service Providers CPD Seminar Series – a series of 10 CPD seminars, which take place once a month.

The 2020 Trust & Corporate Service Providers CPD Seminar Series provides essential updates for those working in corporate services roles, 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.

2020 Trust & Corporate Service Providers CPD Seminar Series

View the full programme

Suitable For

All financial services professionals, in specific those working within corporate services.

23 Apr 2020    View session times
23 Apr 2020    09:00 - 10:00
1 CPD hours
1 hour
Guernsey

Managing Discretionary Portfolios (Guernsey)

Date: 23 Apr 2020
Time: 09:00 - 10:00

Cost: GBP 55

GENERAL INFORMATION

Timings: 09:00-10:00 (Registration from 08:45)
Venue: The Dorey Room – St James Concert and Assembly Hall

BENEFITS

  • Certificates of attendance are provided
  • Refreshments are provided
  • 1 hour of CPD

SPEAKER

Holly Warburton, Portfolio Manager at Ravenscroft

Holly is a Chartered Fellow of the Chartered Institute for Securities & Investment having completed the CISI Diploma. She oversees the discretionary portfolio management team on a day-to-day basis and has a focus towards clients with direct equity strategies, including those invested in one of Ravenscroft’s more growth-orientated strategies, the Huntress Global Blue Chip Fund.




Sam Corbet, Portfolio Manager at Ravenscroft

Sam holds a BSc (Hons) degree in economics and mathematics. He is also a Chartered Member of the Chartered Institute for Securities & Investment and has completed the Chartered Wealth Manager qualification, the CFA’s Investment Management Certificate, the Islamic Finance Qualification and is near completion of his ACCA exams. He spends the majority of his time doing fundamental equity research, which goes towards constructing the portfolio for the Huntress Global Blue Chip Fund and direct equity mandates.



Alex Chambers, Portfolio Manager at Ravenscroft

Alex is a member of the portfolio management team. He provides analysis over a range of funds and bonds, as well as focussing on clients with cautious mandates on a day-to-day basis. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the Investment Advice Diploma, Private Client Investment Advice & Management qualifications and has nearly completed the Chartered Wealth Manager qualification.