After more than nine years of rising equities since 2008 it is easy to understand why wealth managers are becoming anxious about how to protect client assets if stock markets become choppy. Where’s the equivalent of an investment umbrella if the rain falls?

One approach may be to focus on generating income from stocks in all market conditions. An idea is holding a basket of equities and generate earnings by selling call options – the right to buy a stock at a specified price. If volatility rises, the premium paid for these options becomes even more attractive.

This Breakfast Briefing will focus on whether a strategy that seeks to generate income in this fashion can play a meaningful part in an investor’s portfolio, reduce overall risk, and be worth the effort. The event aims to cut through any jargon and explain the thinking behind such ideas.


  • Registration & refreshments: 7:40am - 8:30am
  • Keynote: 8:30am - 8:50am
  • Panel discussion: 8:50am - 10:00am
  • Networking: 10:00am - 10:30am


Date and Time

Date: Tuesday 3rd October - 2017
Time: 7:40 am – 10:30 am


Carlton Club

Address: 69 St James's Street, London, SW1A 1PJ

Telephone: +44(0) 020 7493 1164

About our Sponsors


Keynote Speaker

Geoffrey Yu

Head of the UK Investment Office

UBS Wealth Management

As the Head of the UK Investment Office at UBS Wealth Management, Geoffrey manages the CIO team, providing detailed insights to clients across different regions and economies. Before joining UBS […]


Christine Cantrell

Sales Director for ETFs

BMO Global Asset Management

Christine Cantrell is UK Sales Director for ETFs at BMO Global Asset Management. Christine joined BMO in 2016 to drive the ETF business development in the UK. She has over […]

Deborah Fuhr

Managing Partner


Deborah Fuhr is the managing partner and co-founder of ETFGI, an independent research and consultancy firm launched in 2012 in London. Previously Deborah served as global head of ETF research […]

Jonathan Bell

Partner, Chief Investment Officer

Stanhope Capital

Jonathan is a Partner and the Chief Investment Officer of the Group. He is also a member of the Wealth Management Executive Committee. Jonathan has 25 years of experience in […]

Tom Burroughes

Group Editor

ClearView Financial Media

Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry […]