TALK: Redefining Multi-Asset - Why it matters for Advisers

Financial Advisers

Advice Firm Owners

Paraplanners

Our TALK webinars are designed to be an open forum, conducted in a Q&A style for lots of engagement. Settle in and be ready to get involved in the session with cameras and mics enabled!

AGENDA:

Redefining Multi-Asset: Why It Matters for Advisers

Challenging decades of conventional wisdom, market volatility is reshaping how we think about diversification. Now, advisers are asking: is a portfolio based on a traditional equity/bond split still fit for purpose?

So, we’re diving in! We’ve partnered with M&G to bring you a brand-new whitepaper, launching with this exclusive webinar – both packed with insights to futureproof your advice strategy.  

Join us on Wednesday 28th January, as experts from Verve and M&G explore multi-asset solutions and the design that takes PruFund beyond the basics for advisers who want meaningful exposure to private markets.

Grant Callaghan (Verve) will lend a behavioural finance view, explaining:

  • Why traditional diversification isn’t always enough
  • Practical alternatives, and how private markets can strengthen portfolios
  • How to keep better client outcomes in mind when selecting solutions

Ed Green (M&G) will explore PruFund’s suitability as a multi-asset solution, demonstrating:

  • Meaningful exposure to private markets and alternative assets  
  • Smoother client journeys
  • Attractive, risk-adjusted returns

Don’t miss this chance to rethink portfolio construction for an uncertain future, ask your questions and get your free copy of the white paper before everyone else!

Learning outcomes
By the end of the session, you’ll know:

  • Why traditional diversification is under pressure
  • How private markets can strengthen portfolios
  • Practical steps to improve client outcomes and reduce volatility
  • Insights on behavioural finance and market concentration risks

Wednesday 28th January

11:00 - 12:00

Online

1 hour CPD

Free

FEATURING:

Book Your Place

SPEAKERS:

Grant Callaghan

Financial Planning Specialist

Ed Green

Investment Specialist