Investment Webinar - December 2023
About
During the webinar we’ll summarise 2023, a year in which interest rates have risen sharply in order to stamp out inflation. However, the global economy has displayed remarkable resilience in spite of headwinds ranging from a US regional banking crisis, to renewed conflict in the Middle East and concerns over oil supply. Next year promises to be a year of political upheaval with elections in the US, India, Taiwan, Russia, South Africa…and possibly the UK. We’ll discuss the potential impact of these, together with the outlook for inflation, interest rates, and financial markets in general.
Speakers
Charlie Lloyd
Head of Investments
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 in April 2017 as an Investment Manager, and became Head of Investments at the end of 2019.
James Richardson
Head of Client Proposition
James is a Chartered Wealth Adviser with Fellowship status. He won “Innovator of the Year” at the Professional Adviser New Talent Awards 2019, where he was also shortlisted for Adviser of the Year and Diversity & Inclusion.
He has been at Skerritts since August 2021. His role is to ensure we deliver an excellent level of service to our clients and see where and how we can improve.
