Wealth Management 101

This webinar will focus around around the types of wealth management strategies and structures commonly adopted by Founders

Find out more about:

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

Speakers

Nick Travis
Partner, Head of Entrepreneurs, Investment management

Nick Travis

Entrepreneurs

Luke Brooks
Managing Partner

Luke Brooks

Financial planning

Time & Location

Online
12:00 - 13:00 GMT

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