Barclays Insights – Savings & Investing
In this event we will discuss what is happening in the market today and what that means for Savers & Investors.
The pandemic has affected many things in our lives, work, health and travel.
But have you considered how this affects your finances ? What have you done since the pandemic to review your finances.
At Barclays Wealth & Investment Management we have a regular dialogue with our clients months and we have seen some interesting trends start to develop. Clients are starting to consider their estate, their attitude to cash and how they achieve their income.
Come and join an interactive discussion with members of the Barclays team, consider the lessons we have learned during the pandemic and our views for managing your money in a post pandemic world.
About the Speakers:
Alan has worked for Barclays for over 30 years, during the last 10 years Alan has managing private client and charity money, and been a member of the Barclays investment committees.
He is currently the lead investment manager for Barclays in the North and is a regular speaker on investment and market matters.
Outside of Barclays Alan has been the regional President of the Chartered Institute of Securities and Investment, responsible for training and education in the Wealth Management industry.
Regional Business Development Manager – North UK at Barclays Wealth Management
Having graduated from Durham University with a Masters Degree in Corporate & International Finance in 2004, Sam joined Coutts & Co where she worked as a Private Banker for 9 years before joining Barclays Wealth Management in 2013.
At Barclays, Sam is responsible for the wealth structuring & investment management requirements of a number of private clients, many of whom are successful entrepreneurs and owner managers. Sam is also a keen supporter of children’s charities, having worked alongside Child Line and the NSPCC for many years.
Director: Head of Long Only Distribution at Barclays Wealth and Investment Management