Events, Courses & Seminars

Trustee Investment Guide: pitfalls to avoid and what does good look like?

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Location: Upper Hall, Loch Promenade Church, Douglas

This seminar with Tom Richards of Canaccord Genuity Wealth Management, and Damian Molyneux and David Keates of M&P Legal will cover:

- Portfolio construction and investment selection, dos and don’ts.

- Duties of a trustee when investing - what to look out for, what can go wrong and how to do it right.

- Trustee investments - regulatory issues; dos and don’ts

Speakers

Tom Richards is Head of Wealth Management, Isle of Man, for Canaccord Genuity Wealth Management. He leads the office’s team of ten portfolio managers and four stockbrokers and has extensive experience managing portfolios and providing investment advice for HNW individuals, personal and corporate pension schemes, trustees, directors, regulated funds and family offices.

Damian Molyneux is an Advocate and Director of M&P Legal. He specialises in (amongst other things) claims for negligence/breach of contract against professionals (including financial advisors and investment companies) as well as insolvency and trust law. He has previously worked as an IFA and as a sales consultant for a life company in London.

David Keates is an Advocate at M&P Legal. He specialises in regulatory matters including compliance and anti money laundering, employment claims and professional negligence (amongst other things). He has previously held positions in Economic Crime Unit with UK police forces and as head of Financial Crime at Barclays.

This event is sponsored by Canaccord Genuity Wealth Management and M&P Legal and is free to ACSP members, associate members and their staff.

Non-members are welcome at a price of £20 per person.

All spaces should be booked using the link on this page.

Pricing Details