Showcasing the Best of Welsh Business


Brooks Macdonald Launches 2019 Adviser Academies Series with Events in Wales


Brooks Macdonald, the investment manager with £12.8 billion in funds under management (as at 30 September 2018) for clients in the UK and internationally, announces the return of its Adviser Academies taking place in January and February 2019 across 29 locations. Brooks Macdonald Wales will be hosting the following Adviser Academies:

Location Date Session
Liberty Stadium, Swansea Wednesday, 13 February Breakfast
Brooks Macdonald, Cardiff Wednesday, 13 February Lunch


This series of structured CPD events, in partnership with Invesco, will bring together influential speakers to focus on important topics to the financial and professional adviser community, to include the macroeconomic environment, Brexit and helping clients plan for decumulation.

Following feedback from its adviser community on the back of the last Academy roadshow, Brooks Macdonald has changed the format for 2019. Events will now take place quarterly across the UK from January, with the second round commencing in May 2019.

The Wales Adviser Academies are open to financial advisers and paraplanners throughout the region and will include speakers from Brooks Macdonald and Invesco:

Current market insights and outlook beyond Brexit – Invesco

Against a backdrop of rising protectionist rhetoric and policies, increasing Central Bank policy divergence and concerns over where we are in the economic cycle a heightened level of investor uncertainty prevails. Invesco will provide a broad macroeconomic and market update to put these concerns into perspective to better inform your decision-making processes and client conversations.

From accumulation to decumulation: a structured approach to drawdown planning – Brooks Macdonald

When investors start to rely on their long-term savings as their main source of income, Brooks Macdonald believes they need a new investment solution. In this presentation, the firm will provide an overview of its decumulation strategy and explain how it has been designed to overcome the risks specific to investors during their retirement, and how it aims to meet investors' income requirements over the long term.

Meeting clients' investment management needs – Brooks Macdonald

Brooks Macdonald will explain how it looks to meet its diverse private client needs. The firm will provide an interpretation of the current macroeconomic environment and how that translates into its asset allocation strategy; providing insight into how its investment management process aims to achieve strong market returns despite the current challenging backdrop.

The dates and venues of the other events are:

Location Date Session
The Swan, West Malling Tuesday, 29 January Breakfast
Eastwell Manor, Ashford Tuesday, 29 January Lunch
The Grand Hotel, Eastbourne Wednesday, 30 January Breakfast
White Hart Hotel, Salisbury Thursday, 31 January Breakfast
The Ageas Bowl, Southampton Thursday, 31 January Lunch
NEO Restaurant, Bournemouth Friday, 1 February Breakfast
Blythswood Square Hotel, Glasgow Monday, 4 February Breakfast
The Principal, Charlotte Square, Edinburgh Monday, 4 February Lunch
Jesmond Dene House, Newcastle Tuesday, 5 February Breakfast
Oulton Hall, Leeds Wednesday, 6 February Breakfast
Kenwood Hall, Sheffield Wednesday, 6 February Lunch
Samlesbury Hall, Blackburn Thursday, 7 February Breakfast
St James' Club Manchester Thursday, 7 February Lunch
Hope Street Hotel, Liverpool Friday, 8 February Breakfast
Sandy Park, Exeter Monday, 11 February Breakfast
Aztec Hotel & Spa, Bristol Tuesday, 12 February Breakfast
Chase Hotel, Cheltenham Tuesday, 12 February Lunch
Hilton East Midlands Hotel, Derby Thursday, 14 February Breakfast
The Village Hotel, Solihull Friday, 15 February Breakfast
Kettering Park Hotel, Kettering Friday, 15 February Lunch
The Assembly House, Norwich Monday, 25 February Breakfast
The Ivy City Garden, London Tuesday, 26 February Breakfast
Brooks Macdonald, London Tuesday, 26 February Lunch
The Northgate, Bury St. Edmunds Wednesday, 27 February Breakfast
Hotel du Vin, Cambridge Wednesday, 27 February Lunch
Highley Manor, Gatwick Thursday, 28 February Breakfast
Worplesdon Place, Guildford Thursday, 28 February Lunch


Andrew Lewis, Senior Investment Director and Head of Brooks Macdonald’s Wales office, said:

“We run a range of initiatives to support the local adviser community and we are pleased to announce our 2019 programme, in partnership with Invesco.

With increasing regulatory change, it is vital that financial and professional advisers keep up to date with developments, and one way we help them do so is to host regular Adviser Academies. Our quarterly Adviser Academies are designed to provide thought-provoking and constructive material that can enable advisers to maximise business efficiencies.”