This session will provide practical insights into the financial challenges and opportunities that arise at senior leadership level. Attendees will hear an update on the current investment landscape, explore the increasing complexity of wealth, remuneration and tax planning, and consider strategies for managing investments alongside broader financial priorities. The discussion will also examine the benefits of taking a coordinated approach to tax, investment and financial planning, maintaining flexibility as careers and circumstances evolve, and planning for long-term goals and legacy. The session will conclude with an interactive Q&A, and the final slide will include a QR code for those who wish to book a complimentary consultation.
Senior Financial Planner
Rathbones
Senior Investment Director
Rathbones
Introduction to the session and speakers
Topics to be covered:
Investment market update: navigating an uncertain environment
Increasing financial complexity at senior levels
Managing wealth effectively whilst balancing risk, growth and time constraints
Avoiding fragmented decision-making: coordinating tax, investment and planning
Maintaining flexibility and control in an evolving career and financial landscape
Planning ahead: balancing current success with long-term priorities and legacy
Q&A and discussion
23 September 2026
12:30 - 13:30 BST
We reserve the right to decline registrations in line with our policy.