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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Business confidence and global investment markets – a current view

Date: 11 March 2014 08:00

Type: Business and Industry, ICAEW Governance and Research

Organiser: ICAEW

An overview of business confidence in the North East and the rest of the UK, together with the current view of global investment markets and help on how construct an investment portfolio and assess risk.

Event information

Presentations will be followed by discussion of the findings and implications for business. As well as answering questions, presenters will be keen to hear your views about business conditions and how they are affecting you or your clients.

Business confidence – Keith Proudfoot, ICAEW Regional Director
The latest findings from the quarterly ICAEW / Grant Thornton Business Confidence Monitor (BCM) will give an indication of the overall direction of the economy, what is driving change and highlights the key concerns of UK plc.

Global investment markets – Nick Swales, Rathbones Investment Management Regional Director
Nick will provide an up to date overview of Global Investment Markets and how to construct an investment portfolio based on varying levels of risk.

Breakfast will be available from 07:45hrs, the briefing and discussion will commence at 08:00hrs and conclude by 09:30 hrs. Please advise when booking if you have any special dietary requirements.

This is a free event, but advance booking is required.

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Venue

Jesmond Dene House Hotel

Address:
Jesmond Dene House Hotel
Jesmond Dene Road
Newcastle-upon-Tyne
NE2 2EY

Tel No: 0191 212 3000

Speakers

Keith Proudfoot

Keith Proudfoot

Organisation: ICAEW

Position: Regional Director, Northern and Scotland

Keith Proudfoot qualified as a Chartered Accountant in 1978 and has worked in an international practice, a small firm of Chartered Accountants in Consett just as the steel works were closing, and in the property industry.

In 2001 Keith was appointed the first Regional Manager for the then 3000 members of the ICAEW in the northern region and subsequently was given the responsibility of looking after the interests of and raising the ICAEW profile for the 1400+ members in Scotland. Keith has an extensive business support network.

Nick Swales – Regional Director, Rathbones

Nick started his career at Wise Speke, however, before joining Rathbones, he spent eight years at UBS where he became an executive director and head of the Newcastle office. Nick has significant experience in managing private client, trust, offshore, pension fund and charity portfolios.

As well as gaining a degree from Newcastle University Nick holds the CISI Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).

Nick has significant experience in helping charities. He is chairman of the Percy Hedley Foundation, a large charity in the North East of England providing educational, vocational and residential care opportunities for disabled people; a trustee of both the Newcastle University Retirement Benefit Fund and the University’s Development Trust; and a board member of CISI. Email: Nick Swales or Tel: +44 (0) 191 255 1442.

How to book

The easiest way to book is online by clicking the button to Book Online at icaew.com – you will be able to log into your account at icaew.com and pay with your debit or credit card.

You can also telephone the ICAEW central events booking team on 01908 248159 and pay over the phone.

Alternatively you can download a booking form or book by email.