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Investment and Asset Management

Women's Investment Club

Making sure your family is financially secure

London |
Speakers include:
Rosie Carr

Rosie Carr

Investors Chronicle

Svenja  Keller

Svenja Keller

Killik & Co

Jane Portas

Jane Portas

PwC

Overview

Women's Investment Club, originally scheduled for 23 April at Bracken House, 1 Friday Street, has been postponed to 8 October. 

Investors Chronicle presents a new series of events focused on equipping women with information around investing and financial planning. Each briefing will focus on a particular theme and topics will include why and how to get started in investing, how to build a pension big enough for the lifestyle you want and tackling costly family problems such as paying for care for elderly relatives. The 2-hour briefings, held in the new Financial Times headquarters, will feature insights and investment ideas from Investors Chronicle journalists and investment managers. Attendees will get the opportunity to quiz our experts on the financial matters which are important to them in an intimate and friendly setting.

This edition of the Women's Investment Club(WIC) will cover:

Making sure your family is financially secure

Find out how to manage your family’s finances including starting a pension and or Jisa for your children, covering their university costs and getting them on the property ladder. Learn more about what you can do to provide financial security for your family.

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fallback Add to my Calendar 10/08/2020 07:30:0010/08/2020 10:00:00falseWomen's Investment ClubWomen's Investment Club, originally scheduled for 23 April at Bracken House, 1 Friday Street, has been postponed to 8 October. Investors Chronicle presents a new series of events focused on equipping women with information around investing and financial planning. Each briefing will focus on a particular theme and topics will include why and how to get started in investing, how to build a pension big enough for the lifestyle you want and tackling costly family problems such as paying for care for elderly relatives. The 2-hour briefings, held in the new Financial Times headquarters, will feature insights and investment ideas from Investors Chronicle journalists and investment managers. Attendees will get the opportunity to quiz our experts on the financial matters which are important to them in an intimate and friendly setting.This edition of the Women's Investment Club(WIC) will cover:Making sure your family is financially secureFind out how to manage your family’s finances including starting a pension and or Jisa for your children, covering their university costs and getting them on the property ladder. Learn more about what you can do to provide financial security for your family.Women's-Investment-Club2efde61795152b5f0b3131b8ff67be72MM/DD/YYYY

Chair (1)

Rosie Carr

Rosie Carr

Deputy Editor
Investors Chronicle

Rosie Carr is deputy editor of Investors Chronicle, the weekly magazine which has been helping investors to make the most of their money for 160 years through rising, and falling, markets. She has been a financial journalist for more than 20 years, writing, editing and answering questions about all aspects of personal finance including investing in the stock market through shares, funds, investment trusts and assets other than equities (such as buy-to-let and peer to peer lending), utilising tax efficient vehicles (Isas and Sipps), and managing capital gains tax, inheritance tax, and estate planning for families. She sits on the Financial Times pensions governance committee.

Panelists (4)

Svenja  Keller

Svenja Keller

Head of Wealth Planning
Killik & Co

Svenja is Killik & Co’s Head of Wealth Planning. She joined Killik & Co in June 2017 and is responsible for a team of financial planners who help clients identify their priorities and goals in life and achieve what is important to them. Svenja previously worked in financial planning roles for Investec Wealth & Investment and UBS Wealth Management. She is a Chartered Financial Planner and a Fellow of the Personal Finance Society and she is also a member of the Society of Trust and Estate Practitioners.

Jane Portas

Jane Portas

Partner
PwC
 Lisa  Conway Hughes

Lisa Conway Hughes

Chartered Financial Planner
Westminster Wealth Management

After 8 years as a financial adviser, Lisa realised that most households, no matter what their income, face very similar dilemmas when it comes to money. The motivation to set up Miss Lolly came when she fell pregnant and started to think more seriously about her own financial future. Lisa realised how lucky she was to have the knowledge and tools to put in place everything she needed to ensure that her new family would be financially secure. She also noticed that a few hints and tips are all most clients need to restore their confidence to tackle their day to day finances by themselves. When helping clients with their financial foundations, Lisa was being asked very similar questions, so thought it would be useful to share how I help them.

By day Lisa works at a wealth management firm in the City of London. She is a Chartered Financial Adviser and also a Fellow of the Personal Finance Society (PFS). This is the highest qualification a financial adviser can hold and less than 2% of PFS members have reached this. She is also a member of MENSA – the high IQ Society with an IQ of 148. 

Anna  Sofat

Anna Sofat

CEO
Addidi Wealth

Anna Sofat is founder and MD of Addidi, the Voice of Women’s Wealth. Addidi advise enterprising women, and their families, to plan and manage their wealth as well providing a collaborative club for women to invest in and engage with SMEs. Addidi recently won Money Marketing’s Small Advisor of the Year award and has featured as one of the Top 100 Advisory firm by the New Model Adviser magazine in 2012, 2013, 2014, 2015, 2017 and 2018. This year, Anna launched an initiative to Change the Culture of Wealth which was kick-started with a manifesto ahead of International Women’s Day. With over 30 years of experience in the financial industry, there is no individual better placed to lead this movement to make a better and more balanced future for all.

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Agenda - 8th Oct

  • 7:30am
    Registration and Breakfast
  • 8:00am
    Opening remarks

    Rosie Carr, Deputy Editor, Investors Chronicle

  • 8:20am
    Interactive Panel and Audience Q&A

    Lisa Conway Hughes, Chartered Financial Planner,Westminster Wealth Management
    Anna Sofat, CEO, Addidi Wealth

    Panel moderated by Rosie Carr, Deputy Editor, Investors Chronicle

  • 9:00am
    Closing remarks followed by networking
  • 9:30am
    Close

Presented by (1)

Investors Chronicle has been helping investors make their money work harder for over 155 years. We are renowned for our market-beating share tips as well as comprehensive and independent coverage of the UK stock market. However, we cover more than just shares, a subscription to Investors Chronicle means that you can enjoy all of this:

■ Tips of the Week – uncover four exciting share or bond tips and a fund tip in your inbox by Friday morning

■ Weekly features on big investment themes such as emerging markets, commodities and how to boost income from your portfolio

■ Individual portfolios selected by our journalists: our 'Bargain Shares' value portfolio has beaten the market 13 times in 16 years; our 'Benchmark' momentum portfolio has made 92 per cent in five years and our 'Bearbull' income portfolio has made 196 per cent since 1999. (Past performance is not a guide to the future.)

■ Funds coverage - interviews with leading fund managers plus our in-depth research to help you find the best funds for growth and income

■ Tip updates – throughout the week on our website we publish sometimes as many as 15 – 20 updates on our past stock picks

■ Information you need to know when choosing your Sipp or Isa investments. We'll show the best ways to take advantage of tax-efficient savings vehicles

■ Economic analysis – we'll give you the bigger picture and understand the factors that affect your savings and investments

■ Trading ideas – 'The Trader' will show you with clear charts how she uses technical analysis to anticipate market moves and inform his trading strategy

■ Comprehensive companies coverage – we analyse hundreds of company results each year to help you conduct thorough research when making investment decisions

Sponsored by (1)

Killik & Co is an independently owned investment house that has been advising clients on how to save, plan and invest for over 30 years.  Established in 1989 by Paul Killik to make the benefits of investing available to all, the business is proud to offer a suite of services to meet the needs of every generation, including its save and invest app, SILO, which allows users to save monthly, instantly, or let Silo intelligently calculate how much can be saved on your behalf. 

Venue

Bracken House
1 Friday Street
London EC4M 9BT

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Contact us

Rachel Padhiar
Events Manager - Retail and Personal Finance
Financial Times
Claire Harris
Senior Marketing & Communications Manager
FT Specialist
Sarah Fal
Event Content Producer
FT Specialist