Dr Bevan Blair, Chief Investment Officer , One Four Nine Group | Special LUMS Alumni Talk and Networking Event
About the Speaker:
Bevan is One Four Nine’s Chief Investment Officer.
He has the responsibility for developing and delivering the model and bespoke portfolios of our in-house discretionary fund manager, One Four Nine Portfolio Management.
Bevan and his team work closely with One Four Nine Wealth Locations to demonstrate how our own model portfolio service strengthens the advice proposition by providing advisers with confidence that their valuable clients’ investments are expertly managed. He provides ongoing additional support in the form of factsheets, financial commentary and analysis, plus high quality updates on portfolio performance that advisers can use to develop their relationship with both clients and introducers.
For over two decades Bevan has built multi-asset portfolios for both institutional and private wealth clients and has led on all aspects of fund management including portfolio risk analysis, asset allocation and fund research. Having previously launched a model portfolio service for financial advisers he is highly regarded for delivering successful investment solutions.
Bevan is a member of the Chartered Institute for Securities and Investment (CISI) and the Royal Statistical Society (RSS) and obtained a BSc and MSc in Statistics and Operations Research from Victoria University of Wellington, New Zealand. He achieved his PhD in accounting and finance from Lancaster University.
About One Four Nine Group
One Four Nine Group is a nationwide and independent, financial advice and investment management group. Led by a collaborative team of investment, advisory, business, and marketing commercial professionals. With over 100 years of cumulative experience, we bring genuine expertise and understanding of the financial advice and professional services sectors. Our entrepreneurial and connected culture is at the heart of all we do.
The One Four Nine vision is to be the financial planning business of choice for the discerning adviser and to be our clients’ first choice when seeking advice regarding theirs, or their family’s wealth.
We want One Four Nine to be known as the independent home for high quality financial advisers which leverages our extensive industry knowledge to facilitate and support advisers in delivering relative, innovative, educated and broad-ranging advice and solutions to clients.
In addition, One Four Nine enables advisers to gain exposure and direct access to our experienced investment professionals and bespoke in-house investment solutions.
A collaborative destination for financial advice firms which allows advisers to work in partnership with the leaders of One Four Nine, their colleagues and professional connections in an encouraging and dynamic environment to ensure the best possible outcomes for their clients.
Date and Times:
31st January 2024
13:00-14:00 (networking refreshment to be served at 14:00)
Venue:
MAN – Mngt School LT 03
Lancaster University Management School
Bailrigg, Lancaster, LA1 4YX
Registration:
Places are limited, please email Ms. Julie Stott at j.stott2@lancaster.ac.uk before 12:00pm January 24 to reserve a seat.
