Montreux - Day 1

7th November 2017


Presentation Materials

  • 12:20 - Developing an attractive HNW client proposition - Mark Hayhoe - Download Slides
  • 13:00 - Client Engagement - Perception vs Reality - Neil Cowell -  Download Slides
  • 14:40 - How to build a HNW, private client business - Abbie Knight - Download Slides
  • 15:40 - The impact of the residential nil rate band - Gerard Dodgson - Download Slides
  • 16:30 - Stress testing your retirement advice - Kevin Deamer - Download Slides
  • 17:10 - The Clock is Ticking: Avoiding the Hidden Dangers in Multi Asset Investing - Trevor Greetham - Download Slides

Festival Programme

Please note, all times and locations are subject to change. To build your own personal schedule using the Personal Planner tool, simply book onto the event, then visit your My Events and click ‘View event details’, or download the PFS Events app and view the Festival programme there. Please note that the planner tool is purely to help delegates plan their attendance - there is no requirement to add any session to your personal schedule in order to attend.