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GIFA Academy Event – “Don’t Let Your Money Mothball”
April 8 @ 8:00 am - April 25 @ 12:30 pm
A risk that is facing investors, and currently making headlines, is inflation. Whether you are building a retirement pot, saving for your first home or putting money aside for future school or University fees, as an investor today, you need to ensure that your capital is not being eroded by inflation, and this is achieved by investing it. At the very least, you need your money to maintain its value, so that in 5, 10 or 15 years’ time, you can still buy the same basket of goods as your cash will get you today.
At this Academy Event I am delighted to welcome Georgie Fletcher and Holly Warburton from Ravenscroft whose details can be found below. Georgie and Holly, through their presentation, discuss the different investment options available on island to suit an individual’s preferences and needs, and the most important point of all, how investing is accessible to absolutely everyone and the investment management skills that can be found in Guernsey to support our industry and Guernsey.
The event will be held at Les Cotils on Monday 25 April commencing at 1230. Light refreshments will be provided. If you wish to attend, please register here.
Georgie has been a Portfolio Manager within the Discretionary investment management team at Ravenscroft for over four years. She is responsible for managing the Guernsey client base of private clients, trustees and financial advisors, as well as the day-to-day management of the balanced and growth focused portfolios, and the Ravenscroft Fund range; which includes both institutional and private clients. Her role also involves growing the company’s presence and she regularly travels between the Company’s various jurisdictions.
Georgie holds the CISI Investment Advice Diploma, CISI Private Client Investment Advice and Management Diploma and is working towards her final unit of the CISI Chartered Wealth Manager.
Holly joined Ravenscroft in 2012, and is now a portfolio manager within the discretionary investment team. Holly’s role covers all aspects of client servicing and portfolio management, which includes relationships with both institutional and private clients. Holly is responsible for the day-to-day management of equity focused portfolios and the Ravenscroft Global Blue Chip Fund. She holds the CISI Diploma and is a Chartered Fellow of the Chartered Institute for Securities & Investment.