Discretionary asset manager Tatton Investment is the latest name to join our Threats and opportunities in investment markets 2026 Seminar
This CPD accredited seminar will take place on 5 March 2026 at the ETC Venues, 8 Fenchurch Place, London, EC3M 4PB. It will run from approximately 9am-3pm, with lunch supplied.
Get in early and secure your place HERE.
Tatton’s presentation will dive deeper into the four essential currencies we all possess : Time, Money, Knowledge and Community.
Time we cannot control, money is the currency of exchange, knowledge is the investment that yields wisdom, and a strong network serves as the bridge that connects us to the opportunities. The role that advisers and paraplanners play is unique – running across all four currencies and adding value in each to clients.
The presentation will explore these key themes to help us better identify and maximise opportunities whilst complementing the evolving role of the paraplanner throughout a client’s investment cycle. They will also consider how these insights can shape communication across the generations at the same time.
Tatton Learning Objectives
Explore – The currencies in life and the importance of time as a key currency.
Evaluate – Identifying characteristics of vulnerability and supporting vulnerable clients in a meaningful way.
Consider – The role of the financial planner as a guardian of trust throughout the clients lifecycle.
Also presenting will be a range of asset managers to talk to their areas of expertise and how they see the markets panning out in 2026. Our line up currently includes Baillie Gifford, Schroders, EdenTree and Time Investments, with more to be announced.
The seminar is in-person and is a must attend event for all paraplanners sitting on their firms’ Investment Committees or who are involved in researching and recommending investments for client portfolios, MPS, CIPs and CRPs. Paraplanners with an active interest in the investment markets are also welcome as are trainee advisers.
Those taking investment exams will find this day very valuable!
You can secure your place now HERE.
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