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Schroders: The Great Wealth Transfer breakfast – Wednesday 4 December 2019

Investment News for Financial Advisers and Paraplanners

11 Nov 2019

Schroders: The Great Wealth Transfer breakfast – Wednesday 4 December 2019

Schroders & Octopus Investments would be delighted if you would join us for 
The Great Wealth Transfer breakfast seminar starting at 8.30am 
on Wednesday 4 December at 1 London Wall Place

Over breakfast, we will be discussing how inter-generational wealth matters not only to your clients but also to the future success of your business. We will be joined by Nick Bird, Clayton Witter, Gillian Hepburn and a panel of Financial Advisers to discuss the inter-generational wealth transfer opportunities, considerations for business valuation, along with practical ideas for you to implement strategies in your business. You can view the full agenda here.

We hope you are able to accept this invitation and look forward to seeing you.


Best regards

Gillian Hepburn, UK Intermediary Solutions Director, Schroders
Nick Bird, Executive Business Development Manager, Octopus

You can view the full agenda here.

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