PFS Teams Session - Navigating a new era for investors under President Trump

Teams link to be sent the day before the session by Theresa Atal

This link will come from theresa.atal@tfagroup.co.uk

Session Overview:

President Trump has caused ripples in markets throughout the World.

During this session, Hymans Robertson Investment Services (HRIS) will explore the new era for investors under President Trump.

Learning Objectives

Areas discussed during the session will include:

• What’s next for markets - understand the current environment and key considerations for investors as they look ahead to the future.
• Common pitfalls of passive investing - how these can be overcome to offer a more robust approach whilst keeping costs low.
• Challenges of communicating with clients - how technology and written communications can be used to demonstrate Advisers’ value to clients.

Samantha Kay-Client Portfolio Manager-Hymans Robertson Investment Services

Samantha joined Hymans Robertson Investment Services in 2023 as a Client Portfolio Manager and is an integral member of the Investment Team. Passionate about supporting advisers and their relationships with retail clients, Samantha brings a wealth of knowledge and experience as an investment specialist to her role in supporting the close relationships we have with our adviser firm clients through regularly attending their investment committee meetings, providing investment updates, along with producing timely and engaging collateral.

Samantha has extensive experience in retail financial services, having spent several years within a large IFA business creating and maintaining their Centralised Investment Proposition. Prior to this, Samantha held an Investment Analyst role at a DFM, running a series of model portfolios and was primarily responsible for fund manager research, portfolio construction, and attribution analysis.

Samantha has been a CISI Chartered Wealth Manager since 2019 and also holds the CISI Diploma in Investment Advice (Securities) and the CFA IMC qualification.

Andy Pook-Relationship Manager-Hymans Robertson Investment Services

Andy is a Relationship Director covering the South West and Wales region. With over 30 years’ experience in business development and management roles within retail financial services, he has built some great relationships with advisers in the region. He understands what is required to forge strong partnerships with adviser businesses, particularly focusing on investment strategy. Outside of work, Andy can be found on the side of a football pitch at weekends, as a grass roots coach, or on a golf course, if time permits.

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