Better Business
Virtual Panels

The full 2025 programme is now open for registration – choose your events now!

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Speakers

Our speakers will cover every major asset class and region, giving you a comprehensive overview of the latest news in the world's major markets.

Stewart Smith | Head of Managed Portfolio Services | RSMR

Moderator
Stewart Smith | Head of Managed Portfolio Services | RSMR

Stewart joined RSMR in August 2011 and has played a key role in the development of the market-leading RSMR ratings service and also manages a large number of bespoke advisory portfolios on behalf of a wide range of IFA clients. He is lead Portfolio Manager for the Rfolios discretionary portfolios having been involved since their launch as well as the management of the preceding advisory portfolios from their launch back in 2015. Stewart joined RSMR from Honister Capital where he was part of the internal research team responsible for fund and product research, including construction of the recommended fund and product lists for the company’s financial advisers involving, amongst other aspects, face-to-face meetings with fund managers and attending conferences.

Lesley Dunn

Lesley Dunn | Head of Credit, Baillie Gifford

Lesley is Head of Credit and co-manager of the Strategic Bond Strategy. She is a member of the Multi Asset and Income Leadership Group and the Sustainable Income Portfolio Construction Group. Lesley joined Baillie Gifford in 2016 and became a partner of the firm 2023. Prior to this, she spent 15 years at Scottish Widows Investment Partnership. Lesley graduated BSc (Hons) in Maths, Statistics & Economics from Strathclyde University in 2000 and is a CFA Charterholder.

About RSMR

We've been helping advice businesses deliver better investment outcomes for their clients since 2004.

RSMR facilitates straightforward, binary outcomes for advisers and their clients by providing impartial, forward looking, qualitative research using a rigorous, methodical and proven research process.

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