Citywire Wealth Manager Retreat 2026

Many of today’s investors have substantial cash allocations designed to reduce risk and/or help liquidity.  Are they missing out on growth and yield?  Join our Fixed Income Investment Specialist Adam Dmochowski as he explains the benefits of one of the best risk-adjusted assets classes, how it can be used in portfolios and how Aberdeen’s approach differs.  Is it time for your clients to take a step out of cash into a low volatility outcome orientated fund with strong income potential?  Find out in this session.  

Workshop Objective: 

Company Profile: Our spirit is our strength.

For over a century, we’ve carried our Scottish spirit with us in everything we do. Our sense of adventure has taken us to new markets, and our courage to invest when others haven’t has unlocked global opportunities. Our resilience through challenging markets has formed the foundation of our long-term strategy.

We are a global specialist asset manager, managing £383.4bn in assets for clients across 80 countries, with experts on the ground in more than 25 locations*. Our confidence allows us to harness our knowledge and focus on our core strengths so we can keep delivering for our clients.

Investment involves risk and possible loss of capital

*All data, facts and figures are as of 31 March 2026.

Michael Baron, Portfolio Manager at Baron Capital, will outline how AI is disrupting industries and contributing to a widening divide between companies positioned to benefit and those at risk of being left behind. He will discuss opportunities not only among leading AI innovators, but also among overlooked companies that may be well positioned to adapt and thrive as AI reshapes their industries and why active management is key to this. The discussion will also include examples of companies that he believes will benefit from this over the long-term.

Workshop Objective:

• Assess how AI is disrupting industries and contributing to a widening divide between companies positioned to benefit and those at risk of being left behind.

• Identify opportunities not only among leading AI innovators, but also among overlooked companies that may be well positioned to adapt and thrive as AI reshapes their industries.

• Evaluate how active management and a balanced, long-term approach can provide exposure to AI's potential without concentrating a portfolio in a single investment theme.

 Company Profile: 

Geopolitical uncertainty and shifting market dynamics have led to a period of elevated volatility across Emerging Markets. Global Emerging Markets Portfolio Manager Chris Tennant will explore how the investment case for the asset class is evolving, shaped by shifting policy dynamics, growing dispersion between markets and sectors, and themes such as commodities strength and the AI supply chain. 

Workshop Objective: Gain a deeper understanding of emerging market equities, the case for the asset class today, and why we believe an active approach is critical to navigating this dispersed opportunity set. 

Company Profile: Fidelity International offers investment solutions and services and retirement expertise to more than 2.9 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with $1,062.3 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers, and wealth managers, to private individuals. Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $698.1 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.  

Europe's small and mid-caps have rallied – so is the opportunity over? Not even close. Despite a strong 2025, the valuation gap versus large caps remains near historic extremes. Europe isn't in crisis, and even against a backdrop of renewed geopolitical tensions, small and mid-caps are still priced as if it were. For active investors, that disconnect could be the real opportunity. Join us to find out why the market may be underestimating Europe's next growth phase.

Workshop Objective:

• Provide an overview of the European small-cap market

• Understand why now is the time to take advantage of the 'small-cap effect'

• Learn the attributes to look for to help choose a SMID cap fund

Company Profile: We are an independent active asset manager that truly believes accountability drives the right outcomes from high-conviction, long-term sustainable investing. Mirabaud Asset Management is part of the Mirabaud Group, an international provider of bespoke financial and advisory services established in 1819 in Geneva, Switzerland.  We became the independent, pure-play investment arm of the Group in 2012. Since then, we have developed capabilities across fixed income, equities, and private assets, offering a range of investment solutions that align with our clients' objectives and share their principles. Our strong sense of purpose, deep-rooted through seven generations of private ownership, defines our approach to asset management.

The size of the market for Corporate Hybrid Bonds has grown from close to zero in 2012 to over 400 billion US dollars – equivalent - today. The issuers are mainly very high quality, 'household name' non-financial companies – such as SSE, National Grid and Vodafone – and the structure is relatively investor-friendly. Furthermore, Corporate Hybrid bonds are becoming an increasingly significant part of the major Investment Grade bond indices. Yet, many investors have little understanding of these bonds' characteristics and often mistake them for 'Coco's'. This session will look to explain what corporate hybrid bonds are, why they are currently attractive and discuss how they can enhance the risk-adjusted returns of a fixed income portfolio. 

Workshop Objective: Understand what Corporate Hybrid bonds are, why they are attractive and how they fit into a fixed income portfolio. 

Company Profile:

Fixed income has staged a comeback and the smart money is already moving. With yields at their most attractive in over a decade and the economy and credit cycle reaching a genuine inflection point, bonds are no longer the portfolio's supporting act. In a market this finely balanced, knowing where the value lies matters more than ever. Increasingly, the edge comes from allocating actively across the full global opportunity set rather than standing still. Join us as PIMCO's strategists cut through the noise to share where they see the real opportunities across global fixed income, why the case for quality duration has rarely been stronger, and how active allocation across regions, sectors and credit quality can position portfolios as the cycle turns. Whether you're fine-tuning existing allocations or looking for your next source of income, we hope this is the conversation that will shape how you approach bonds for the year ahead.

Company Profile: PIMCO is a global leader in active fixed income with deep expertise across public and 
private markets. We invest our clients’ capital in income and credit opportunities that span 
the liquidity spectrum, leveraging our decades of experience navigating complex debt 
markets. Our flexible capital base and deep relationships with issuers have helped us 
become one of the world’s largest providers of traditional and alternative investment 
solutions and a valued financing partner