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Events

Events

Purpose of events

BeesonMaisey holds regular focused investment meetings attended by no more than ten guests. Participants are able to hear from leading practitioners in investment management and related industries.

Apart from providing an occasion to gain succinct and up to date information and opinions, there is the opportunity to engage in discussions. Ample time is also available for networking.

Who should attend

Investment meetings are designed to appeal to trustees, advisors, individual investors, and administrators of funds and family offices. Each meeting will reflect either the needs of charity trustees or private wealth investors.

They have a simple purpose - to inform those interested in investment and their relevance is not dependent on whether a review is pending.

The events take place in Central London and are designed to last approximately 2 hours.

Details of future events

There are no set dates for meetings which are arranged to meet demand. Register your interest here to attend a meeting - contact@beesonmaisey.co.uk

 

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Charity Trustees

Since the enactment of the Trustee Act 2000, charity trustees have been required to review their professional advisors on a regular basis.

There is no expectation that this means a change, but it is incumbent on trustees to record that a process exists and is followed.

Your Solution

Your Solution

A periodic complete reappraisal can be beneficial to the investor and the investment manager.

The investor has the opportunity to consider new investment opportunities and strategies.

The investment manager gains the certainty that the investment strategy is current for the investor's needs and is well articulated.

 

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Private Wealth

Private Wealth may be invested through a number of structures ranging from personal portfolios to ISAs and PEPs, self-managed pension plans (SIPPS or SSAS), trusts and investment companies.

Families may wish to establish an overarching strategy for all family assets.

More typically different portfolios will develop different investment strategies reflecting the needs of beneficiaries, current tax treatment and tax planning issues.