How to build an investment process (active or passive) which is robust, reliable and will satisfy the FSA requirements of being independent post 2013

Thu, 21/06/2012 - 2:00pm - 4:30pm

About Tim Hale

Tim has spent the last decade working with leading wealth advisers in the UK, through his firm Albion Strategic Consulting, helping them to build high quality investment processes and to accelerate the growth of their businesses.  He is also a co-founder of the new, integrated consulting firm, Mode, alongside Brett Davidson and Tracey Underwood.

The 2nd edition of his book ‘Smarter Investing’ was published in October 2009.  His early years in the investment world were with Chase Asset Management, now part of JP Morgan Asset Management, in Europe, Asia and New York.  He now lives in Devon with his young family. 

 

Chairman: 
Steve Martin CFP
Location: 
Hilton Manchester Airport
Outwood Lane Ringway
Manchester M90 4WP
Speakers: 

Tim Hale, Albion Strategic Consulting