Nucleus, the IFA-owned and controlled wrap platform, is hosting its first investment academy aiming to improve delegates’ knowledge on technical investment areas such as structured products and hedge funds.
Arranged by the Nucleus investment strategy team, the first academy takes place on Thursday 16 September and will include four workshops helping delegates better understand commodities, structured products, hedge funds and fund research. Delegates will also hear a speech from guest speaker Justin Urquhart Stewart, from Seven Investment Management, and a welcome address from Kenny McKenzie, managing director, Intelligent Capital and chairman of the Nucleus investment strategy team.
Commenting, McKenzie says:
“There are a number of issues for IFAs to consider at present: RDR requires that IFA firms have a robust investment process; trail based valuations need the business to demonstrate a strong service proposition to support trail earnings; and the increasing choice of assets means the information inflow can be overwhelming. Regardless of the investment solution adopted by an IFA firm, it remains important to have an understanding of the options available in the marketplace. By offering an educational day for Nucleus IFA firms, we will be assisting IFAs with these issues.”