How MPI can help you monitoring your investments
Managing Inflation risk
1. Daniel Jolliffe Chartered FCSI – Investment Director - Quilter Cheviot
Dan’s primary role is to manage discretionary investment portfolios across multiple asset-classes for private clients, financial intermediaries and charities. His specific focus is on managing investment portfolios for clients that are based in the Middle-East and Switzerland. Dan has over 15 years experience in the financial services industry and is a Chartered Fellow of the Chartered Institute for Securities and Investments. Dan holds the Private Client Investment Advice & Management (PCIAM) qualification, as well as the Investment Management Certificate (IMC). During the last six months, Dan has also passed the Islamic Finance Qualification (IFQ) and the Certificate in ESG Investing and is the ESG lead for the Jersey Office. He is also one of two Jersey-based Investment Managers that manage discretionary investment portfolios on behalf of various Charities’.
2. James Painter Chartered FCSI – Director – MP Analytics Limited
James is a co-founder and Director of MP Analytics Limited, the business that runs the Managed Portfolio Indices as a "STEP Member Service". James is a Chartered Fellow of the Chartered Institute for Securities and Investment, and has extensive experience within the financial services industry, also maintaining roles with ESG reporting and consulting business, True Limited and Jersey based investment consultants Concentric Financial Services Limited. In a previous role James was an early adopter of fintech which brought cost effective portfolio monitoring solutions to fiduciaries globally, making James a leading authority on trustee investments.
STEP members - €25
Non-members - €30
Time: 16:00 CET
Kindly confirm your attendance by sending an e-mail to [email protected] by close of the business on Monday 27 September 2021. Payment method will be communicated once registered