She's on the Money presents: Girls just wanna have funds PART 2

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Rathbones

8 Finsbury Circus

London

EC2M 7AZ

United Kingdom

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With house prices going crazy, when you need a small mortgage to afford your daily espresso, when there are bills to pay, brunches to be had and a deposit to save for, everything can seem a bit financially crazy.

So if you have always wanted to do more with your money and learn about this ‘investing stuff’ then check out the event below…plus there will be champagne (cause we are fancy like that).

Now the world of investing can all seem very male, pale (and well a little bit stale) full of jargony words but we believe learning about investing doesn’t have to be confusing, complicated ...snoozeville stuff. In fact, it can be easy, fun, empowering and profitable when done right!

So She’s on the Money are on a mission to help you get started with your investing journey so you don’t miss out on building your wealth.

Our financial experts aka investing gurus are going to be breaking it all down so you can start building up with our epic 2 part event series…. There’ll also be champagne…(sorry did we already mentioned that?)

So if you’re thinking – nah my dad’s friend told me now is a bad time to start investing or Brexit's going to screw everything up – investing is too risky …what if I lose it all.. then we are going to be investigating these investing myths.

These events will give you real-world practical information to help you get started your own investing journey… no matter what your salary.

Ready to become an investing buff? #Boom yes you are!

PART 2 - 25 July

This is where we will take a deeper dive into:

  • Active vs passive investing
  • Tracker funds
  • Asset classes
  • Hedge funds
  • Commodities
  • Equity, bonds and more
  • How to make the most of your pension.

PLUS as an added bonus you will hear from leading investment companies Investec Click and Invest, Vanguard and learn about the importance of ethical investing with Ethex.

Don’t worry if you’re like I have nooooo idea what half of those words mean… we will be breaking it down in your language and we have a strict no question is too blonde policy.

THE SPEAKERS

Rebecca Tunstall - Rathbones

Rebecca is an investment manager working with a team managing private client portfolios, self-invested pensions schemes and charities. She is a Chartered Fellow of the Chartered Institute for Securities and Investment. Rebecca has also been nominated numerous times for awards and is passionate about educating women about the importance of investing!

Charlotte Metcalfe - Rathbones

Charlotte joined the Rathbones’ trainee scheme in September 2016 following three years working with Land Rover. As an Assistant Investment Manager Charlotte supports the management of investments for private clients, personal pension schemes and trusts. Charlotte graduated from the University of Exeter in 2013 with a BA Hons in Politic. She currently working towards her Charters Wealth masters qualifications.

Caroline Hancock, Head of PR, Vanguard Europe

Caroline is responsible for managing and raising Vanguard’s profile in Europe. Since joining the firm six years ago, Caroline has helped launched many of Vanguard’s key initiatives including its Which? Recommend Personal Investor Service in the UK, in 2017. Prior to joining Vanguard, Caroline held the role of Global Head of PR for iShares at BlackRock. Caroline holds a BA (Hons) degree in Psychology and Education, a Diploma in Public Relations and is Chair of the Investment Association (IA) communications committee.

Selina Kirby, Business Development Manager, London - Vanguard

Selina Kirby is responsible for business development and relationship management with financial planners in London. Selina has had a successful career in financial services working in both intermediary sales and as a financial adviser over the last fifteen years

Sarah Flood - Ethex

Sarah is COO of Ethex, the positive investment platform helping everyday people invest directly into social businesses that are committed to making positive change in the world. She is also Director of Lendahand Ethex - Energise Africa, the UK impact investment platform backed by UK aid and Virgin Unite to accelerate energy access in sub-Saharan Africa. Together the platforms have raised around £80 million to date.

Sarah has over twenty year’s experience delivering policy and practice to help the social economy and civil society sector thrive. She has worked with social investors, co-operatives, social enterprises and voluntary and community organisations, all with a focus on how finance can create social good.

David Roberts - The House Crowd

David heads up The House Crowd’s London office in One Canada Square, Canary Wharf. Having spent over ten years working with high net worth clients David felt there was an enormous opportunity for The House Crowd to work with bigger investors, family offices and institutional funds. David believes the growth in alternative finance will disrupt many of the traditional wealth management businesses as tech savvy investors can access market beating returns from Crowdfunding Platforms at the click of button, without unnecessary management fees.

Michelle Keller Hobson – Wealthsimple

Michelle leads Client Success at Wealthsimple, a digital investing service that makes investing easy and accessible for everyone. In her role, Michelle has built a team focused on providing a world-class client experience to people across the United Kingdom.

Before making the leap to fintech, Michelle worked in Government Affairs for the Royal Bank of Canada and spent two years in politics working for the Prime Minister of Canada and several Cabinet Ministers.


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Date and Time

Location

Rathbones

8 Finsbury Circus

London

EC2M 7AZ

United Kingdom

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