Ascencia – 2022 review & looking forward to 2023

Presented by Simon Callow, Chief Investment Officer and Anthony Holt, Director of Investments at Ascencia Investment Management, the team will be reviewing the events of the last 12 months in a factual and objective way and offer a view of what we can expect as we move forwards.

Training details

This session will cover:

  • Investment Philosophy
  • Portfolio Performance
  • 2022 review - a very poor year for 60/40 portfolios
  • 2023 outlook - portfolios positioned for the new macro trends

Training facilitators

Presenter Ascencia Investment Management

Anthony is a multi-asset investment manager. His career began at Deutsche Asset and Wealth Management before moving to Pershing (part of the BNY Mellon Group) as part of the International Settlements team, and then to WH Ireland, in Manchester. Anthony then joined Ascencia Investment Management in 2016. He holds the CFA UK IMC, Certificate in ESG investment and Investment Management Diploma.

Presenter Ascencia Investment Management

Simon is an experienced investment specialist with over 25 years of experience. He started his career in private client stock broking and later moved into institutional investment management. He is currently the Chief Investment Officer at Ascencia Investment Management. Simon leads the monthly Investment Management Committee meeting and has been recognised for his consistent risk-adjusted investment performance by Investment Week, Citywire, and Defaqto.

Host Frenkel Topping Group

Paul joined Frenkel Topping in February 2023 and has over 30 years’ experience in Account Management across multiple industries. Whilst he supports and develops law firms within Personal Injury and Clinical Negligence, Paul has a particular focus on Court of Protection to help develop long-lasting relationships with deputies and their clients and ensure Frenkel Topping is meeting the needs of Court of Protection teams.

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