SKILLS SESSION: Rathbones Financial Awareness Course

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About this session

Understanding investments can be like learning a different language. Investment professionals use terminology which, while native tongue to them, is often unrecognisable to those not in the investment community. At Rathbones, we believe in education to enhance your understanding of the wealth management environment. Once you understand your money, you are better equipped to make informed decisions. This course is suitable for anyone who wants to gain a better understanding of how investments work, from the most basic cash deposit to more complex investment instruments. In this session, the experts at Rathbones will demystify the jargon and explain in plain English how these investments work and why you may wish to select them.

Course Content

The course has been designed to cover the following areas:

— Why invest? This section considers the consequences of investing versus staying in cash, compound returns, inflation and the cost of living.

— Asset Classes - from simple cash deposits to complex private equity investments, we consider how each asset class works in practice.

— Risk and Reward - here we delve into the jargon and provide clarity when considering what risk could mean for different types of investor.

— How to Invest - there are many ways to invest and many different services to select from. Here we explain these services and methods in detail.

— An Introduction to Financial Planning - an understanding of financial planning basics and how engaging the right professional can bring about positive

About Rathbones

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

This event is open to members and non-members. Please email RSVP@walpolebritishluxury.co.uk to secure your place.

Helen Brocklebank

Helen Brocklebank is the Chief Executive of Walpole.

Ian Dembinski

Ian joined Rathbones in 2016 as head of Rathbones Private Office. In July 2019 he was appointed to a wider role of head of client development with responsibility for delivering the optimal Rathbones investment solutions to our clients.

Colin Monton

Colin is responsible for ensuring that clients benefit from the wide range of professional services from Rathbones, including portfolio management, financial planning, trusts and international services.

Rebecca Tunstall

Rebecca is an investment director working with a team managing private client portfolios, self-invested pensions schemes and charities.

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Rathbones

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