CPD Certified Event

INVESTMENT WEEK
BOUTIQUES BRIEFING

Thursday 10 September 2026 | London

Real insight into the strategies, challenges and opportunities shaping the boutique space right now.

3+
Expert Speakers
CPD
Certified
1
morning
About the Event

Why boutiques? Why now?

In a market dominated by passive giants and mega-managers, boutique houses offer something different: deep expertise, high conviction, and skin in the game. But they also face real pressures - from fee compression and distribution costs to succession planning and the growing weight of compliance. At Investment Week's Boutiques Briefing 2026, we cut through the noise. Three specialist managers. One morning. Real insight into the strategies, challenges and opportunities shaping the boutique space right now.

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In-depth Knowledge Sharing Hear directly from boutique houses on their approaches, market views, and individual product strategies.
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Peer Networking Connect with like-minded fund selector and wealth manager professionals to share views.
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CPD Certified All Investment Week conferences are certified, counting towards your professional development hours.
Accreditation
CPD Certified Event
๐Ÿ“…
Thursday 10 September 2026
๐Ÿ“
Venue TBC London (City)
๐Ÿ•˜
08:40 - 10:15 (Registration from 08:15)
๐Ÿ‘ฅ
Open to fund selectors, wealth managers, investment and research analysts
๐Ÿ’ท
Complimentary for qualifying delegates
Register Your Interest โ†’
Speakers

Expert voices from boutique houses

Three specialist managers. One morning. Real Insight.

Alan Dobbie_SQ (1)
Alan Dobbie
Fund Manager
Rathbones

Full speaker lineup and session details will be announced in the coming months. Register your interest to receive updates.

Programme

A morning of insight and discussion

08:15 - 08:40
Registration
Registration & Breakfast
Welcome and networking over refreshments.
08:40 - 08:45
Opening
Welcome & Introduction
Opening remarks from Kat Lloyd of Investment Week
08:45 - 09:10
Session 1 - iM Global Partner
09:15 - 09:40
Session 2 - Rathbones
Rathbone UK Income Fund
Alan Dobbie, Fund Manager, Rathbones
09:45 - 10:10
Session 3 - TBC
10:10 - 10:15
Close of conference

Agenda subject to change. Full details to be confirmed.

Sponsors

Sponsored by

We are grateful to our 2026 sponsors for their support in making this event possible.

Register

Secure your place at Boutiques Briefing 2026

This event is complimentary for delegates from the following firm types: Banks, Discretionary Wealth Managers, Family Offices, Funds of Funds/Multi-Manager, Private Banks, Research Companies, Stockbrokers. We accept job titles such as: Chief Investment Officer, Head of Fund Selection, Head of Investment Strategy, Head of Multi-Manager, Head of Research, Investment Analyst, Investment Director, Investment Manager, Investment Research Manager, Wealth Manager.

๐Ÿ“… Date: Thursday 10 September 2026
๐Ÿ“ Location: TBC - City of London
๐Ÿ•˜ Time: 08:15 - 10:15
๐Ÿ’ท Cost: Complimentary for qualifying delegates
๐Ÿ“‹ CPD: Certified hours provided upon completion
Enquiries
Becca Elliott
Head of Audience Relations โ€” Registration Enquiries
Becca.Elliott@incisivemedia.com 0207 484 9714
Register Your Interest
Complete the form below and our team will be in touch to confirm your place.

Your registration is subject to delegate qualification. We'll be in touch to confirm your place.