5th July 2022

Columbia Threadneedle: Coming Together

In November 2021, BMO GAM (EMEA) became part of Columbia Threadneedle Investments, bringing additional capabilities in areas such as investment solutions, alternatives and responsible investment, as well as a range of investment trusts.

Since then, we have been working hard to bring together the best of both organisations in a considered and thoughtful way with a focus on client outcomes. From 4 July 2022 we are united under one brand, unified in a common goal – your success.

Investments

Registration

Free Registration and CPD

Last chance to join: PruFund Power Hour

There's still time to register for Tuesday 25 August (15:00–16:00). Join M&G's experts for 60 minutes on what today's markets mean for your clients – covering concentration risk, retirement suitability, behavioural finance and the latest PruFund performance and EGRs. Includes 60 minutes of unstructured CPD.

How resilient is your Centralised Investment Proposition (CIP)?

Produced in partnership with Verve, this whitepaper sets out five practical prompts to help advisers review portfolio resilience, challenge assumptions and assess whether their current investment approach is prepared for an increasingly uncertain market environment.

Still time to register: Pensions and IHT

With under 8 months until most pensions fall into the IHT net, join M&G's Les Cameron on 20 August for a clear update on who'll face a liability, how it's paid, and case studies on reducing it – covering DGTs and loan trusts. Up to 90 minutes of CII CPD.

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