Recording details

Join expert speakers Nick Travis and Luke Brooks who will explore the types of wealth management strategies and structures that are commonly adopted by founders once they have sold their business.

Find out more about:

  • Techniques commonly used by entrepreneurs
  • Investment structures for founders
  • Building a portfolio, asset allocation, risk reduction


Nick Travis Investment management
Partner, Head of Entrepreneurs, Investment management

Nick Travis


Luke Brooks (1)
Managing Partner

Luke Brooks

Financial planning

Time & Location

10:00 - 11:00 GMT

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