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Wealth Management Investor Forum - live webinar

How we help you to better investment outcomes

Important information - the value of investments and the income from them can go down as well as up, so you may get back less than you invest.

You’re invited

We’re pleased to invite you to watch our live webinar:

Date: Wednesday 16 October 2024
Time: 6pm
Venue: Live Zoom webinar

Highlights of the event: 

  • A short presentation from Tom Stevenson, Investment Director at Fidelity Personal Investing, on the current market situation and the outlook for the rest of the year. 
  • An interview with Tom Dunster and Rory Maguire from Fundhouse, who will discuss how we work together, as well as explaining their fund selection process and why they favour some of the long-term stalwarts on the Select 50 list, as well as some of the new additions.  
  • A panel discussion with Tom Stevenson and the fund managers of two funds featured on Select 50 - Jonathan Winton from Fidelity Special Situations Fund and Nicholas Williams from Barings Europe Select Trust - who will share insights on their investment strategies, fund performance, and the opportunities and challenges they face in their markets. 
  • An extended Q&A session where you’ll have the opportunity to pose questions to Tom, Fundhouse and the fund managers. 

Please register below and we will email you the link to watch the event.

Meet the speakers

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Tom Stevenson

Investment Director

Tom joined Fidelity in 2008. A spokesperson and commentator on investments, Tom is responsible for defining and articulating investment strategy for Fidelity’s Personal Investing business. Widely quoted in the national press and appearing regularly on radio and television, Tom is a sought-after expert on markets, investment trends and investment funds. He is a weekly columnist in the Daily Telegraph, and regularly appears on BBC News, Sky and major radio stations. Prior to joining Fidelity, Tom was a financial journalist working for publications including Investors Chronicle, the Independent and the Daily Telegraph.
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Rory Maguire

Chief Investment Officer, Fundhouse 

Rory co-founded Fundhouse in 2007 and has overseen its growth to become a leading provider of independent institutional consulting services to Blue-chip Wealth clients in the UK and, in recent years, one of the fastest-growing Discretionary Model Portfolio Service providers. Since 1997, Rory has worked in almost all areas of asset management. Prior to co-founding Fundhouse, he was CEO of a fund management firm. He has had various executive roles at large and small managers and has significant experience inside both active and passive fund management firms. At Fundhouse, he focuses his efforts as the Chief Investment Officer and overall business strategy. Rory qualified as a Chartered Accountant in 1997.
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Tom Dunster

Senior Investment Analyst, Fundhouse 

Tom joined Fundhouse in 2020 as an Investment Analyst. His primary responsibilities include fund research, where he oversees the research process. Tom also manages a number of client relationships and is an active member of the Fundhouse Investment Committee. Prior to joining Fundhouse, Tom spent 20 years in a number of senior fund research and portfolio management roles across the wealth and pensions sectors. Tom is a CFA Charterholder and holds a BCom (Hons) Commerce degree from the University of Birmingham. 
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Nicholas Williams

Fund Manager, Barings Europe Select Trust

Nick Williams co-leads the Developed Market Equities Team, is responsible for leading Barings’ Small and Mid-Cap Equity Strategies and is co-manager of the Barings Europe Select Strategy and the Barings International Small Cap Strategy. Nick has worked in the industry since 1990. Prior to joining the firm in 2004, he worked for Singer & Friedlander, managing European All-Cap and Small Cap funds. He holds a degree in English Language and Literature from Oxford University.
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Jonathan Winton

Fund Manager, Fidelity Special Situations Fund

Jonathan Winton has managed the Fidelity UK Smaller Companies Fund since 2013. He is also co-portfolio manager of Fidelity Special Values PLC and Fidelity Special Situations. He joined Fidelity in 2005, and before becoming a portfolio manager, he was an analyst covering sectors such as Support Services, Technology and Beverages & Tobacco.

Important information - Select 50 and this information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to one of Fidelity's advisers or an authorised financial adviser of your choice.

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Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund.

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