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WEBINAR ENDED

Investment Markets July webinar - a briefing brought to you by Mattioli Woods

About This Webinar

Our next monthly Investment Markets webinar will take place on 15 July from 10.10am to finish at 11:10am.

Investment Director Chris White will be joined by Fund Manager Jonathon Marchant and Investment Analyst Lauren Wilson to outline details of the Responsible Equity Fund – an exciting new option that will be launching very soon, designed and managed by Mattioli Woods.

Categories:
BUSINESS & FINANCE
Who can view:
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Investment Analyst
Following her graduation with a first class Master of Arts degree, Lauren has worked within the financial services sector since 2013, joining Mattioli Woods three years later.

In this time Lauren has joined the Group’s Asset Allocation Committee as well as the Investment Research Team, becoming a key member of both. Lauren is also a member of the Portfolio Management Committee, a team responsible for the management of all discretionary non-multi asset fund and tailored products.

Since joining Mattioli Woods Lauren has become involved with fund selection, curating a preferred list of tax efficient investments. She has also created wealth management strategies for both individuals and corporates. Alongside this she has also taken an active role in managing the company’s Environmental, Social & Governance Policy.

Lauren has completed the Investment Advice Diploma and is an Associate of the Chartered Institute of Securities and Investment.

Outside of work Lauren is a big animal lover with four dogs. She also loves to read fiction with her favourite authors being the Brontë sisters and Angela Carter.

Webinar hosting presenter
Chief Investment Officer
My first job was in the financial services profession more than 35 years ago and in 1998 I set up Thoroughbred Financial Services to advise mainly private clients on wealth management. The business merged with Atkinson Bolton Consulting in 2004, which was subsequently acquired by Mattioli Woods in 2013.

Alongside my role as Chief Investment Officer, I am part of the senior executive team for the Group and also Chair the Investment Committee and the Asset Allocation Committee. I regularly speak at national and international events, both within the profession and on behalf of Mattioli Woods. I have been leading our Investment Briefing webinars since we started them in April 2020. I am also a non-executive director at Amati Global Investors.
Webinar hosting presenter
Fund Manager
I graduated from the University of East Anglia with a first-class honours degree in business management, covering accounting, finance and economics. Having completed work experience with Standard Life and Rathbones, I joined Mattioli Woods in 2015.

I currently hold primary research responsibilities for global equities and commodities, as well as contributing to the Asset Allocation Committee and Equity Selection Committee. I have gained the CII Certificate in Investment Operations and the CISI Investment Advice Diploma, and I have also passed Level 1 of the CFA Program.

Outside of work I am an avid motorsport fan and occasional participant.
Webinar hosting presenter
Investment Director
I joined Mattioli Woods in November 2020 as Investment Director working with the team managing the Multi-Asset Funds.

Having graduated in Economics from Swansea University in 1986, I have over 25 years’ experience as a fund manager in the investment industry managing a range of UK equity funds for Premier Asset Managers, Threadneedle and Legg Mason Investors. I was Head of Corporate Governance during my tenure at Threadneedle and sat on the Investment Committee of the ABI.

Prior to this, I worked in the private client investment management industry managing discretionary and advisory portfolios for Charterhouse Tilney and Harris Allday.

I am a member of both the CFA and the CISI.

Outside of working hours, I am kept busy by my family and young identical twins and enjoy playing tennis, football and taking my black Labrador retriever on long country walks. I am also interested in watching live sport, music and theatre and when I have the time, one of my hobbies is oil painting.
Attended (115)
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