Fund Her North: Investing with confidence - back to basics with UBS

Do you have the knowledge to take control of your finances?

Research has found one of the factors which make finances such an off-putting subject is arguably the amount of financial jargon which confronts us!

Let’s take it back to basics.

Fund Her North is delighted to bring you the ‘Investing with confidence - back to basics with UBS’ wealth management webinar to provide an introduction to financial markets and personal investing!

Join us on Thursday 28th April, 12:30-2pm, where we will be joined by Caroline Simmons, UK Chief Investment Officer at UBS to break down the financial jargon and help you understand why investing matters.

Agenda:

12:30-12:35pm: Welcome and introduction to Fund Her North

12:35-1:35pm: An introduction to financial markets and personal investing

• What is investing?
• Fundamentals of equity vs bonds
• What returns might you get?
• What kind of investment strategies are there?
• Which combinations of assets?
• How much do you need to retire?
• Why invest in alternatives? What are they?
• What are private markets?
• Investment trends - technology, sustainability
• What does cash do? Why and when to hold it? What does inflation really mean?
• General recommendations

1:35-1:55pm: Q&A discussion with the audience

1:55-2:00pm: Closing remarks