Date:  Monday 10th February 2025

Time: 16:30 - 18:00 

Location: Virtual meeting (a meeting invite will be sent to registrants prior to the event)

Topics covered include:

A. Financing Your Life

• What will it cost to achieve your life goals: house, education pension?
• How to finance your aspirations and manage long-term costs

B. Careers in Finance

• An introduction to The City and how it works
• Insights into fund management
• Practical interview advice for those considering a career in finance

C. Looking at the Next Decade

• Understanding the cost of university and how to plan for it
• An overview of banks, mortgages, credit cards and debit cards
• Tips for buying your first house

D. Risk and Asset Classes

• Understanding risk vs. reward
• Insights into different asset classes, including gold and equities

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About Daniel Money - Investment Manager

Daniel is an Investment Manager and joined Rathbones in 2018. He graduated from the University of Hertfordshire and achieved a first class honours degree in Mathematics (BSc).

Daniel is part of a team that manages over £1.5bn in assets for private clients, charities and trusts.

He is a member of the Chartered Institute for Securities and Investments (CISI), having achieved the Chartered Wealth Manager (CWM) qualification and the Level 7 Diploma in Advanced Financial Planning.

Daniel also sits on the CISI’s Qualifications Assessment Board (QAB), which evaluates the process for upcoming candidates studying toward a CISI chartership.

In his spare time, Daniel is always keen to get outside in the Kent countryside and enjoys all things sports-related.

About Elizabeth Hart, CFA - Investment Manager

Elizabeth (Lizzie) delivers bespoke discretionary portfolio management service, specialising in large family structures, complex private clients, and trusts. Within Rathbones she sits on the Overseas Stock Selection Committee. Lizzie and her team aim to give peace of mind to their clients, safe in the knowledge that their wealth is being managed professionally and conscientiously.

Lizzie holds a combined honours degree in Economics and Mathematics from Newcastle University and holds the Investment Advice Diploma as well as being a CFA (Chartered Financial Analyst) charter holder.

A summary of Rathbones

With roots dating back to 1742, Rathbones has been a provider of financial services since 1912, when the business was restructured to focus solely on wealth management. We provide discretionary investment management, financial planning and additional services to our clients and are proud to operate out of 23 locations across the UK and Jersey, with £100.7bn* of assets under management for our clients (locations and AUM figure inclusive of IW&I). 

With headquarters in London, we maintain a large office in Liverpool, the place where Rathbones was originally founded and which continues to be an important centre for us today.

As we approach our 300th anniversary, Rathbones continues to grow and move forward with confidence, while ensuring that we continue to place clients’ interests at the centre of everything we do.

The Rathbone family motto of “gently in manner, firmly in action” has been a guiding principle for the firm throughout our history and continues to inspire us today in our position as the UK’s leading provider of discretionary wealth management.

For more details, please visit: https://www.rathbones.com/about-us/our-story

*As at 30 September 2023.