Fidelity Wealth Management - events and seminars
Important information: investment values can go down as well as up, so you may get back less than you invest. Any investment views expressed may no longer be current.
Insights and perspectives from leading experts
To help maximise your investment knowledge and understanding, we organise a range of seminars and events, many of which are exclusive to Wealth Management members. Catch up on insights and perspectives shared by leading industry experts at some of our most recent events. To ensure you hear about upcoming forums that may be of interest to you, please make sure your email marketing permissions are up to date next time you log in to your account.
Watch our latest event where Investment Director Tom Stevenson and our team of experts offer guidance on the Budget and what it could mean for your finances, and how to navigate the evolving tech landscape, whether you’re looking to increase your exposure or take a more cautious approach.
Investment Director Tom Stevenson and Associate Director Ed Monk discuss Tom’s fund picks for 2025, we hear from the fund manager of one of the picks and provide an update on inheritance tax with things customers need to know for the 2025/2026 tax year.
More insights from our team of experts
Each quarter Tom Stevenson, Investment Director at Fidelity Personal Investing, analyses global markets and the key asset classes to provide a unique outlook for the next 12 months.
Click here to download the latest report, and to watch the latest webcast and videos for the main asset classes and regions.
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Important information: This information and Tom’s fund picks are not a personal recommendation for a specific investment. If you’re not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser.
