We are pleased to invite you to the Jupiter Merlin Portfolios roadshow, a series of in-person events taking place around the UK in Q1 2025. At each event, our clients will hear how the investment team view the current market environment and how the Jupiter Merlin range has evolved.
We very much look forward to welcoming you to one of the below events. These events will qualify for 1 hour and 30 minutes of Structured CPD.
Hear from our speakers
Jupiter Independent Funds Team
The Jupiter Merlin Portfolios are managed by the Jupiter Independent Funds Team, consisting of John Chatfeild-Roberts, David Lewis, Algy Smith-Maxwell, Amanda Sillars, Alastair Irvine, George Fox and Venetia Campbell.
With decades of industry experience between them, the team is completely focused on generating outperformance for their clients using the multi-manager concept. An important factor of their success is that the team sit with the rest of the investment talent at Jupiter, benefiting from the expertise and exchange of ideas with other highly skilled individuals.
Venues
Please select a location below for more information.
Tuesday 25 February
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentations and Q&A |
| 14:30 | Close |
Complimentary on-site parking
Leigh Court Business Centre
Pill Road
Abbots Leigh
Bristol
BS8 3RA
Wednesday 12 March
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentations and Q&A |
| 14:30 | Close |
Complimentary on-site parking
Lumley Castle
Ropery Ln,
Chester-le-Street
DH3 4NX
Thursday 13 March
Agenda
| 18:00 - 18:15 | Arrival and welcome drinks |
| 18:15 - 18:20 | Introduction |
| 18:20 - 19:20 | Presentation |
| 19:20 | Dinner and Q&A |
| 21:00 | Close |
Complimentary parking
The Bonham Hotel
35 Drumsheugh Gardens
Edinburgh
EH3 7RN
Monday 24 February
Agenda
| 13:30 - 14:00 | Arrival and lunch |
| 14:00 - 14:05 | Introduction |
| 14:05 - 15:30 | Presentation and Q&A |
| 15:30 | Close |
Complimentary on-site parking
Courtyard by Marriott Exeter Sandy Park
Sandy Park Way
Exeter
EX2 7NN
Thursday 13 March
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
On street parking or the closest car park is the Q-Park on Bath Street
Blythswood Square Hotel
11 Blythswood Square
Glasgow
G2 4AD
Tuesday 11 March
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
Complimentary on-site parking
Rudding Park
Rudding Lane
Follifoot
Harrogate
HG3 1JH
Tuesday 18 March
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
Complimentary on-site parking
South Lodge
Brighton Rd,
Lower Beeding,
Crabtree,
Horsham
RH13 6PS
Wednesday 5 March
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
Complimentary on-site parking
Leicester Marriott Hotel
Grove Park
Smith Way
Leicester
LE19 1SW
Wednesday 26 March
Agenda
| 11:45 - 12:15 | Arrival and welcome drinks |
| 12:15 - 13:30 | Introduction, Presentation and Q&A |
| 13:30 - 15:00 | Lunch |
| 15:00 | Close |
The Royal Automobile Club
89 Pall Mall
London
SW1Y 5HS
Tuesday 4 March
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
Complimentary on-site parking
Tatton Park
Knutsford,
Cheshire,
WA16 6SG
Wednesday 19 March
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
Complimentary on-site parking
The Jockey Club Rooms
101 High Street
Newmarket
CB8 8JL
Thursday 20 March
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
Complimentary on-site parking
Park Farm Hotel
Norwich Rd,
Hethersett,
Norwich,
NR9 3DL
Wednesday 26 February
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
On-site parking. All guests must register their vehicle at the hotel reception on arrival
Harbour Heights Hotel
73 Haven Rd,
Poole,
BH13 7LW
Wednesday 5 March
Agenda
| 08:00 - 08:30 | Arrival and breakfast |
| 08:30 - 08:35 | Introduction |
| 08:35 - 10:00 | Presentation and Q&A |
| 10:00 | Close |
Complimentary on-site parking
Aston Hall Hotel
Worksop Road
Aston
Sheffield
S26 2EE
Thursday 27 February
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentations and Q&A |
| 14:30 | Close |
Complimentary on-site parking
Hilton Southampton – Utilita Bowl
Botley Road
West End
Southampton
SO30 3XH
This website and the above mentioned events are intended for investment professionals only.
This communication is for informational purposes only and is not investment advice.
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Jupiter Unit Trust Managers Limited (JUTM), registered address: The Zig Zag Building, 70 Victoria Street, London, SW1E 6SQ, authorised and regulated by the Financial Conduct Authority. No part of this document may be reproduced in any manner without the prior permission of JUTM.