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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Business confidence breakfast and UK Assets in a global context

Date: 13 September 2018 07:45 for 08:00 - 09:30

Type: ICAEW Governance and Research

Organiser: ICAEW

An overview of business confidence and the latest positioning of markets and currency in a global context.

Event information

Presentations will be followed by discussions of the findings and implications for businesses. As well as answering questions, presenters will be keen to hear your views about business conditions in your area.

Business confidence – Steve Plaskitt, Tait Walker on behalf of ICAEW
The latest findings from the quarterly ICAEW 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.

Caroline Simmons – UBS Wealth Management
Will cover UK positioning at this time; including valuations; outlook; risks, and covering off monetary tightening and diversification. Will include UK equity market; UK macro and UK real estate markets, and currency.


The event is free of charge but pre-booking is required.


07:45 Registration / networking / breakfast (Cinema Café)
08:00 Relocate to Roxy Cinema
08:10 Welcome & introductions (Roxy Cinema)
ICAEW and UBS presentations
Q & A session / Feedback
09:30 Close


Steve Plaskitt, FCA – Partner, Tait Walker on behalf of ICAEW
Steve joined Tait Walker in 2002 and was promoted to partner in 2005. He has over 20 years’ experience of advising owners of small and medium sized businesses in the North of England on company acquisitions and disposals and helps businesses to access fundraising. He has advised on all aspects of SME Corporate Finance from due diligence, valuations, mergers, acquisitions, company disposals, equity fund raising, business planning, bank finance, management buy outs / buy ins and strategic decision making.

Caroline Simmons, UBS Wealth Management
Caroline is deputy-head of the Investment Office UK, and in this capacity regularly presents on the global House view, as well as more specific UK topics and markets.
Caroline is a strategist based in London, specialising in UK equities, and UK real estate. She has 15 years of investment experience and has a background as a UK consumer analyst and prior to joining UBS in 2004 she was a fund analyst. Caroline is a graduate of the University of Oxford, a CFA charter-holder, and holds both the Financial Planning Certificate and the Investment Management Certificate.


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Tyneside Cinema Cafe

10 - 12 Pilgrim Street
Newcastle upon Tyne

Tel No: 0191 227 5522

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.