Thu, 03 Mar|
Fund Her North: Creating a strategy for your wealth with UBS
Fund Her North is delighted to be partnering with wealth management experts, UBS, to bring you a bespoke wealth management webinar on the importance of financial planning and giving your wealth meaning and purpose.
Time & Location
03 Mar 2022, 12:00 – 13:00 GMT
About the event
Everyone needs cash, after all you can't pay for your lunch with stocks but holding on to too much cash rather than investing can prolong achieving your overall financial goals. With the current surge in inflation rates highlighting the risks of holding cash, this webinar is designed to help you understand the importance of financial planning and why you should consider investing.
Join us on Thursday 3rd March, 12:00-13:00, to understand the importance of financial planning and allocating your wealth to help maintain your life-style, improve your life-style and improve the lives of others.
This webinar will be led by Jane Booth, Director and North West Head at UBS.
This free webinar is not to be missed!
12:00pm - Welcome and Introduction - Jane Booth, Director and North West Head at UBS
12:05pm - An overview of the current global landscape and the challenges faced from an investment perspective
12:15pm - Addressing the funding gap and long-term impact
12:20pm - An introduction to financial planning using the 3L approach which allocates wealth and resources into three key strategies; liquidity, longevity and legacy
12:45pm - Q&A - an opportunity for the audience to ask any burning questions to help them understand the importance of financial planning with Jane Booth, Director and North West Head at UBS
13:00pm - Close
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS is the largest truly global wealth manager, and a leading personal and corporate bank in Switzerland, with a large-scale and diversified global asset manager and a focused investment bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
About Fund Her North:
Fund Her North is a Northern-based, volunteer collective of over 28 women (in VC’s, funding organisations and angel groups), with a combined investment power of over £650 million. Each of the members of the Fund Her North collective has already made a lasting effect on female entrepreneurs in the North, with a combined investment track record of over £160 million invested in female-led, start-up businesses.
Fund Her North exists to give northern, female entrepreneurs equal access to funding to help them successfully scale their businesses. This is through providing connections, education, and by holding their hands through the funding raising process. Fund Her North supports women founders through every stage of their growth journey, through start up, to scale up and exit. As a first of its kind in the region, Fund Her North has built a network of over 200 members and a 30-strong Women Angels of the North syndicate to support female founders operating across the innovation and creative sectors in the North with access to investment.