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Fund Her North: Investing with confidence - back to basics with UBS

Thu, 28 Apr

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Webinar

Fund Her North is delighted to bring you the ‘Investing with confidence - back to basics with UBS’ wealth management webinar to provide an introduction to financial markets and personal investing!

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Fund Her North: Investing with confidence - back to basics with UBS
Fund Her North: Investing with confidence - back to basics with UBS

Time & Location

28 Apr 2022, 12:30 – 14:00 BST

Webinar

About the event

Do you have the knowledge to take control of your finances?

Research has found one of the factors which make finances such an off-putting subject is arguably the amount of financial jargon which confronts us!

Let’s take it back to basics.

Fund Her North is delighted to bring you the ‘Investing with confidence - back to basics with UBS’ wealth management webinar to provide an introduction to financial markets and personal investing!

Join us on Thursday 28th April, 12:30-2pm, where we will be joined by Caroline Simmons, UK Chief Investment Officer at UBS to break down the financial jargon and help you understand why investing matters.

Agenda:

12:30-12:35pm: Welcome and introduction to Fund Her North

12:35-1:35pm: An introduction to financial markets and personal investing

  • What is investing?
  • Fundamentals of equity vs bonds
  • What returns might you get?
  • What kind of investment strategies are there?
  • Which combinations of assets?
  • How much do you need to retire?
  • Why invest in alternatives? What are they?
  • What are private markets?
  • Investment trends - technology, sustainability
  • What does cash do? Why and when to hold it? What does inflation really mean?
  • General recommendations

1:35-1:55pm: Q&A discussion with the audience

1:55-2:00pm: Closing remarks

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Risk Warning - Investing in growth focused businesses and projects is a higher risk/higher return investment strategy and carries significant risk including illiquidity, loss of capital, rarity of dividends and dilution.  Fund Her North does not offer any financial advice and takes no responsibility for loss of capital.  Always seek financial advisory support when investing in businesses or projects.

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