Investment Insights - Equilibrium

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Existing clients: 0161 486 2250

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Existing clients: 0161 486 2250

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    Investment Insights

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        Investment | Market update

        Upcoming Events

        09:45 – 11:15
        Wilmslow Conference Centre
        Fully Booked
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        Investment Insights

        Join our next Investment Insights, where Investment Manager, Mike Deverell, welcomes special guest speaker, Chief Investment Officer of Waverton, William Dinning. This is a morning not to be missed as we bring you the latest market news, the impact of the Autumn Budget, and what to expect in terms of long-term investment returns.

        William has a wealth of experience in investing, researching and managing funds, and looks forward to sharing his views on the current economic and political impact on markets.

        As usual, Mike will explain the actions that Equilibrium has taken within portfolios, as well as providing an investment update for clients.

        The presentation will close with a Q&A session, where you will have the opportunity to ask the burning questions on your mind. If there are any issues to be tackled arising from the outcome of the Budget, Mike and William will be joined by Founder and Managing Partner, Colin Lawson, to answer any financial planning queries.

        Itinerary 

        Arrival and refreshments: 09:45 – 10:15am

        Presentation: 10:15 – 11:15am

        Why attend?

        You will discover:

        • Equilibrium’s insight into the current economy.
        • The impact of the Autumn Budget and US presidential election.
        • What returns you can expect from various asset classes over the long term.
        • The drivers of those returns.
        • Which markets currently look great value and those which appear expensive.
        • The actions Equilibrium has taken in our portfolios.

        Your friendly experts

        Speaker image

        Mike Deverell

        Partner and Investment Manager Equilibrium's Investment Manager since 2008, Mike's passion is in simplifying the complex and communicating common sense investment principles in plain English.
        Speaker image

        William Dinning

        Chief Investment Officer - Waverton William has a wealth of investment experience in managing funds and client mandates as well as holding several research roles worldwide.
        Speaker image

        Colin Lawson

        Founder and Managing Partner Founder since the age of 25, Colin knows every role there is at Equilibrium, however, these days he thrives on big-picture planning, company strategy and client communication.

        Location

        Wilmslow Conference Centre, Wilmslow Way, Handforth, Wilmslow SK9 3PE
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        Upcoming Events

        09:45 – 11:15
        Wilmslow Conference Centre
        Fully Booked
        Find out when new events are added by joining our mailing list
        Sign Up
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