In our quarterly webinar, our Chief Investment Officer of Multi-Asset, Nathan Sweeney; Head of Investments – Multi-Asset, Raj Manon; and Commercial Director – Intermediaries, Danny Knight; will share fresh insights, including updates on the macroeconomic backdrop, the positioning of our multi-asset portfolios and the investment outlook.

Title: Quarterly Investment Update & Outlook

Date: Thursday 10th October

Time: 10:00 – 10:30am

Register now to secure your place.

What to expect

01
Macro update
Get a comprehensive overview of the current market environment.

02
Positioning
Explore the strategic positioning of our portfolios in response to market dynamics.

03
Investment outlook
Gain exclusive insights from our multi-asset team about the investment outlook.

Your Speakers

Nathan Sweeney

Chief Investment Officer - Multi-Asset

Nathan has 25 years’ investment experience. Before joining Marlborough in 2021, Nathan spent over ten years as a Senior Investment Manager at fund management company Architas, where he helped manage over £5.7bn of client assets. Nathan graduated from the National University of Ireland in 1999 with a Bachelor of Science degree.

Danny Knight

Commercial Director - Intermediaries

Danny joined Marlborough in March 2023 after nearly ten years at Quilter Investors, including the Old Mutual Global Investors business where he joined as Director of Investment Solutions. Danny held several roles at Quilter including Head of Group Distribution, Head of Investment Directors & Client Services and latterly as Head of Investment Proposition for the group both in the UK and internationally.

Raj Manon

Head of Investments – Multi-Asset

Raj has more than 20 years’ investment management experience. He joined Marlborough’s multi-asset team in 2003 and has been managing multi-asset portfolios for more than 15 years. He graduated from Sheffield Hallam University in 2002 with a BA (Hons) in financial studies and holds the CFA Society’s Investment Management Certificate, as well as being a CFA charterholder. Raj is the lead manager for our managed portfolio solutions (MPS) range.

We are Defaqto rated...

Our comprehensive managed portfolio solutions (MPS) range has also earned Defaqto’s highest rating, five stars as well as being risk-assessed ensuring easy alignment with client risk levels. Find out more in our blog.

Risk Warnings

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds. Our funds invest for the long-term and may not be appropriate for investors who plan to take money out within five years. In certain market conditions some assets may be less predictable than usual. This may make it harder to sell at a desired price and/or in a timely manner.

Regulatory information

This material is for distribution to professional clients only and should not be distributed to or relied upon by any other persons. It’s provided for general information purposes only and is not personal advice to anyone to invest in any fund or product. Information taken from trade and other sources is believed to be reliable, although we don’t represent this as accurate or complete and it shouldn’t be relied upon as such. Calls will be recorded for training and monitoring purposes. Issued by Marlborough Investment Management Limited, authorised and regulated by the Financial Conduct Authority (reference number 115231). Registered office: Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP. Registered in England No. 01947598

Marlborough Group Holdings Limited is registered in England No.10078930. Investment Fund Services Limited, registered in England No.06110770 (FRN 464193). Marlborough Investment Management Limited, registered in England No.01947598 (FRN 115231). Marlborough Select Platform Limited, registered in England No.09603561 (FRN 756360). These last three firms are authorised and regulated by the Financial Conduct Authority in the UK. Registered Office: Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP.  

Marlborough Group is a UK-leading integrated investment management and fund solutions group with core competencies in investment solutions, ACD services and a digital-first investment platform.