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IR Webinar: Managed Retail – The UK Wealth Market

This webinar will look at the UK wealth market. An expert panel of communication, investor relations and broking professionals will share insights on this marketplace. In the ever-evolving search for active marginal buyers, understanding this pool of investors can generate material demand.

We will explore:

  • The scale, structure and diversity of the Wealth Market
  • How do UK equities fit in these investors’ portfolios
  • Experience of engaging with them
  • Where does or should the wealth market sit on a company’s register

Moderator: Robert Irvin

Co-founder, RMS Partners

Co-founder, RMS Partners

Robert is Co-Founder and MD at RMS Partners, a specialist investor relations consultancy.  He has been engaging with investors and advising companies since 2004. He began his City career at Broker Profile culminating in heading up both the investor access and client management functions with a particular focus on the FTSE100 and FTSE250 clients. Robert also established the successful Investor Analytics division. Subsequently he was a Director at Capital Access Group. Robert has an MA from Economics & Business from Edinburgh University as well as having a Graduate Diploma in Law and successfully completing the Bar Vocational Course.

Guest speaker: Ian Barbour

COO, Capital Access Group

COO, Capital Access Group

Ian came to the city in 1995 and has worked in financial and legal support services, consulting and communications.  In 2016 he joined Capital Access Group and is the COO. Ian is a former army officer and formerly a pro-bono director of British Bobsleigh.. 

Guest speaker: Charles Chalkly

Director – Investor Relations, Tritax

Director – Investor Relations, Tritax

Charles joined Tritax in April 2023 as Director of Investor Relations. Working across Private Markets products and Tritax Big Box REIT plc, he is responsible for engagement with the investment community. Prior to joining Tritax, Charles spent five years at Hays plc, initially in Investor Relations before also taking on responsibilities for the company’s ESG initiatives and communications. This followed his time as an equity analyst at Redburn and roles in Corporate Banking, Private Equity and Project Finance at Lloyds Bank. In addition to over 15 years’ experience in Finance and Investment, Charles is a CFA charterholder, has a CIMA Advanced Diploma in Management Accounting, and a BSc in Economics and Psychology from Durham University.

Guest speaker: Matthew Coakes

MD, Corporate Broking, RBC Capital Markets

MD, Corporate Broking, RBC Capital Markets

Matthew has over 25 years' of Corporate Broking and ECM experience. He has spent 16 years at RBC, previously at Goldman Sachs and Citigroup. Matthew's broking clients have ranged from FTSE 100 through the FTSE 250, AIM and private businesses. He is focused on the Energy, Renewables, Infrastructure, Energy Transition and Sustainable Agriculture sectors. 

Dates

  • 12.00pm to 1.00pm Monday 29 September, 2025

Location

  • Online - Zoom

With thanks to our Events Programme Sponsor

Open to Members and Non-members

Book now

  • Free to members
    £0
  • Non-members - £25+VAT
    £30