Meet SEI | Francis Clark Financial Planning

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  • Опубликовано: 9 май 2024
  • Meet SEI, the new investment manager of your FCFP portfolio.
    In this webinar, our Head of Investments, Mashud Rahman, is joined by SEI's Portfolio Strategist, Mike Allen and SEI UK Head of Sales & Advisor Relationships, Ben Cooper. The trio cover the current investment market, the future outlook and how SEI look for opportunities and manage risk.
    The webinar will provide you with more information about SEI and how they manage your money. Along with a selection of questions asked on the live webinar.
    The agenda:
    Introduction to SEI and your new FCFP portfolios powered by SEI
    Financial markets update
    Looking ahead
    Q&A
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