Dan Boardman-Weston, CIO of BRI Wealth Management will be hosting a UK Property Sector Insight webinar with speakers from LXI REIT and Warehouse REIT via Zoom on 7 June at 10 am. Andy Gillett, Head of Wealth Management Advice will also be on the panel of speakers to comment on property within pensions.
To register for this event, please click on the Register Here details opposite.
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Date: 7 June 2021
Time: 10:00 – 11:00 AM
Meeting ID: 922 2797 6026
John White, LXI REIT
John entered the commercial real estate market in 1987 and after qualifying as a chartered surveyor at Allsops moved to the investment team at Cushman & Wakefield. There he became a partner and spent the next 18 years advising a range of institutional investor clients on their UK acquisitions and disposals across the full range of real estate sub-sectors including retail (in and out of town), offices (London, Thames Valley and regional cities), logistics, and alternatives. John moved into private equity real estate in 2007 and co-founded Osprey Equity Partners in 2011 and LXI REIT Advisors in 2017.
Andrew Bird, Warehouse REIT
After working as Property Director at Barlows plc, which later created a separate asset management company through which Andrew served on the investment committee, and working as a non-executive director for Dee Valley Group plc, Andrew founded the Tilstone brand in 2010. The focus of Tilstone was on commercial property investment and development. After identifying opportunities within the warehouse sector, the focus moved in August 2013 to creating the Tilstone Property Portfolio, which manages Warehouse REIT. As Managing Director of Tilstone, Andrew takes overall responsibility for strategy, direction and business performance.
Dan Boardman Weston, Chief Investment Officer at BRI Wealth Management
Dan joined BRI in 2011, has completed the CFA IMC exam and also holds a derivatives qualification. After taking a year out to complete an MBA Dan re-joined BRI in October 2018. Dan contributes to BRI’s investment publications and is increasingly quoted in industry press. He is responsible for equity research, portfolio strategy and implementation.
Andy Gillett, Head of Wealth Management Advice at BRI Wealth Management
Andrew joined BRI in February 2012. He is a Chartered Financial Planner with more than 20 years’ experience, and has worked at various IFA firms in his career. He has extensive experience in investment, pensions, inheritance tax planning, business exit and lifestyle planning. Andrew provides financial advice to clients and manages the Wealth Management Team.