We used the interactive polling tool Sli.do to survey our audience in real time at the #AISummit on Thursday 22 October, and there were some interesting results, writes Daniel Kiernan, Research Director at Intelligent Partnership 56% of our audience are “Very Confident” recommending alternative investments to their clients.  This might be a reflection of our audience, […]

An insightful and enjoyable day at the Royal Institute of British Architects for 218 delegates at the Alternative Investment Summit, writes Daniel Kiernan, Research Director of Intelligent Partnership. Justin Urquhart Stewart was as entertaining as ever, but he made some serious points along with the jokes: markets should be about the efficient allocation of capital […]

A packed speaker programme promises insights on the expanding universe of alternative investments on Thursday 22 October. With over 30 thought leaders sharing insights and updates on tax efficient investments, alternative finance, real assets, social impact investments, and structured products. Highlights include: The Challenge of Growth in the Tax Efficient Investment Market – with perspectives […]

The FCA’s view on the suitability of the alternative investments explored throughout the Summit will be presented by Marcus Bonnell of RPC’s Regulatory Group. A former Legal Adviser to the Regulatory Decisions Committee of the regulator when it was the FSA, and a lawyer in the Enforcement Division, Marcus also worked in PwC’s Financial Services […]

Since the fall of Lehmans and the mis-selling of Precipice Bonds, advisers have largely steered clear of structured products. But with very positive returns from products that can potentially meet the contradictory needs of both minimising risks and earning returns, is it time for them to reconsider their prejudices? A panel will debate ‘A New […]

Wyndham North, HM Treasury’s Senior Policy Adviser, will join a panel to debate ‘The Challenge of Growth in the Tax Efficient Investment Market’. New market entrants, more investment inflows and increasing innovation are driving market growth but it’s also making it more difficult for advisers to compare and select the best products. Joined by thought-leaders including […]

Caroline Mitchell, Lead Ombudsman at the Financial Ombudsman Service, will share insights on compliants based on her extensive experience at the Alternative Investment Summit on 22 October. Drawing upon her time handling complaints at the Insurance Ombudsman Bureau and the Police Complaints Authority, and her new role leading a team dealing with general investment complaints, […]

Compliance thought leader Gillian Roche-Saunders, Bovill’s Head of Venture Finance, will provide an update on State Aid Rules, Thematic Reviews and what’s on the regulatory horizon for advisers at the upcoming Alternative Investment Summit. With 200 advisers expected to attend the event at the Royal Institute of British Architects on Thursday 22 October, Gillian will […]

With the majority of advisers citing education and understanding as their main barriers to recommending alternative investments, Tax Briefs editor and City of london chairman Danby Bloch will offer guidance on managing key areas to optimise the benefits for their clients. In a session entitled ‘Zen and the Art of Alternative Investment’, Danby Bloch will […]

After some big failures and a regulatory clampdown, advisers have looked more cautiously at UCIS and other NMPIs. Against this backdrop, a diverse panel will present different perspectives on the investment case for real assets, the clients they best apply to, and the sorts of products advisers should be recommending. The panel will include Keith […]