Thu, 28 Apr

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Webinar

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

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

Time & Location

28 Apr, 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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