New Model Adviser A-Z Model Portfolios

THURSDAY 22 APRIL | 10:00

The rise in popularity of model portfolios amongst financial advisers continues to build in the face of rising pressures on time, regulation and cost. How are they evolving across the industry and where are they heading?

This year New Model Adviser covered the case for and construction of model portfolios in an annual Special Report. They took a 360 degree look at model portfolios at a range of institutions from the largest asset managers and directly authorised IFA firms.

Read the key points discussed

WATCH THE HIGHLIGHTS VIDEO

Ben Gilbert, Senior Associate Partner and Manager of Sarasin & Partners Model Portfolios, joined the Citywire New Model Adviser A-Z model portfolio panel.

From inflation to the role of passive funds in model portfolios, watch the highlights below.

Meet our speaker

Senior Associate Partner, Model Portfolio Manager

Ben Gilbert

Senior Associate Partner, Model Portfolio Manager

Ben is primarily responsible for managing portfolios on behalf of private clients and professional intermediaries. Prior to joining Sarasin & Partners in January 2019, Ben began his career at Tilney in 2010, eventually rising to Director. There he was responsible for private client portfolios as well as sitting on the Asset Allocation and Fund Selection committees.

Ben attended University College London and graduated with a First-Class BSc Hons in History & Philosophy of Science. He has passed the Chartered Institute for Securities and Investments (CISI) Masters in Wealth Management, Private Client Investment Advice & Management qualification (PCIAM) and CFA Level 1. Ben is also a Chartered Fellow of the CISI.

+44 (0) 20 7038 7159

Ben.Gilbert@sarasin.co.uk