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Investment Update Webinar

Shackleton Webinars

01:00:08

2025 Investment Outlook and introduction to Shackleton Investment Team and Investment Portfolio Options

We are kickstarting our 2025 Investment Webinar Series with a look ahead into what 2025 may hold for investors and welcoming the Shackleton investment team and our new group investment options.

Key areas we will be covering include:

- The Geopolitical Landscape, including our thoughts on Starmer and Trump’s policies

- 2025 Investment Outlook

- Introduction to the Shackleton Esprit Investment Fund options

- A look ahead to the all-important Spring Statement and tax year end

Michael Cope will be hosting this key webinar alongside Charlie Lloyd and Wayne Nutland from the Shackleton Investment team and Henry Geale from the Ellis Bates Investment Team.

Speakers

Michael Cope

Chief Commercial Officer, Shackleton (formerly Managing Director, Ellis Bates)

I joined Ellis Bates as a Director in 2008 and was appointed Managing Director in 2013. In 2024, Ellis Bates' became part of Shackleton and I have taken the position as Chief Commercial Officer for the group.

I am a Chartered Financial Planner, holding the Diploma in Financial Planning, Advanced Diploma in Financial Planning & Certificate in Discretionary Investment Management.

Charlie Lloyd

Head of Investments, Shackleton

I started my career with HSBC Investments and UBS Wealth Management, before joining Brewin Dolphin where I worked in their Brighton and Reigate offices. I joined Skerritts, one of the co-founders of Shackleton, in April 2017 as an Investment Manager, and became Head of Investments at the end of 2019.

Wayne Nutland

Senior Investment Manager, Shackleton

I spent 19 years at HSBC Asset Management initially as an equity analyst, later as a multi-asset Fund Manager and Head of UK Discretionary responsible for about £10bn of assets. I subsequently spent 4 years at Premier Miton Investors as a Fund Manager and Head of Managed Index Solutions, joining Skerritts, one of the co-founders of Shackleton, in 2024.

Henry Geale

Portfolio Manager, Ellis Bates

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Tax Year End – important implications for your financial planning

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Investment Update Webinar

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