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Investment Trust Forum 2018

Investment Trust Forum 2018

We gathered at the Bulgari Hotel in Knightsbridge last week for our inaugural Citywire Investment Trust Forum 2018. Having had plenty of conversations about the increasing use of investment trusts within wealth management, we designed this event exclusively to discuss them in more depth. 

Listed closed-end funds continue to operate at the cutting edge of investment developments, retaining their relevance in the modern age, proving a strong competitor to the vast array of open-ended funds available. Often providing better returns than open-ended funds, it is fitting that we came to discuss investment trusts on the year of their 150th anniversary.

For this brand new event, over 55 of the finest delegates within the world of wealth management and financial advice came to hear how and why they should incorporate investment trusts into their investment portfolios.

We kicked things off with a panel session chaired by Citywire Money and Investment Trust Insider editor Gavin Lumsden. He discussed the place for investment trusts and the opportunities they present with our three panellists; James Burns of Smith & Williamson, Simon Elliott of Winterflood Investment Trusts and Simon Moore of 7IM.

Following this, six fantastic fund houses presented their offerings within the investment trust world to us, from Japanese small companies to exploiting the valuation dislocation in the UK market.

All in all, this was a phenomenally successful first Citywire Investment Trust Forum, and we’ll be seeing you all next time. See you soon!

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