Building the Portfolio for you -Top investing tips for those that like to plan and invest wisely.

This months seminar will explain the various issues that are important for successful long term investing in equity markets and how a portfolio can be constructed to meet specific investment objectives.

Most individuals will need to plan for future contingencies be it their retirement, wedding, school fees or care home provisions and through investment with a set objective and the appropriate risk – this seminar debunks some of the mystery around those investment opportunities.

About the Presenter

Rupert Harvey is currently an Investment Manager with Redmayne Bentley. Rupert actively manages investment portfolios for clients on a discretionary and advisory basis as well as transact orders on an execution-only basis.   This involves managing client portfolios in a general account and specialist wrappers such as ISAs, trusts, offshore bonds and pension funds such as SIPPs.  Rupert is a Chartered Fellow of the Chartered Institute for Securities and Investment.

The presentation will provide information on different returns from different assets and how portfolio construction is vital to the returns available from the investments selected.

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