- 3rd January 2019
- Posted by: Celticfp
- Category: Seminars
Join Celtic Financial for Afternoon Tea – Thursday 28th Feb at 3pm.
We want to challenge others by providing a service led goals based financial planning solution for our clients. Instead of getting bogged down in jargon such as SIPPS and Wrappers, we deliver a plan to meet your goal(s) such as retiring 5 years earlier. You wont find sales targets and pinstripe suits here, just good, honest and friendly financial advice.
Learn more at our first client seminar at the Celtic Arms in Northop.
- Welcome with a Tea / Coffee
- Who are Celtic Financial
- Investment Committee Introduction
- Chris Bailey – Former London Fund Manager talks to us about “The Road of 2019”
- The Future
- Open Q&A
- Afternoon Tea
This event is open to everyone, both new and existing clients.
Chris Bailey – Head Economist Celtic Investment Committee
Chris Bailey has just under 20 years of investment industry experience at long-only and long-short institutions as a global multi-asset fund manager, strategist/macro thinker and, in the earlier part of his career, as a securities and fund analyst.
He strongly believes in the importance of the fusion of top-down and bottom-up analysis taking a view that an understanding of both aspects is the only way to get a full view of global opportunities across equity, bond and alternative investment markets.
Prior to Financial Orbit Limited, Chris worked for a London based fund management group and headed the team for a range of globally directly invested mutual funds, personally running the Growth, Balanced and Conservative funds (collectively c. US $2bn of assets) all of which were either first or second quartile against their respective peer groups from inception in 2010 to the end of 2012. In the four years prior to this, for the same fund management company, he managed global thematic equity and European equity funds that also outperformed their benchmarks.