As part of our commitment to supporting and connecting founders/owners and entrepreneurs, we invite you to our inaugural June event. Relaxed and informal, our summer drinks and nibbles event in Manchester, is for those founders/owners and entrepreneurs who are interested in understanding more about future investment options and the steps they should consider ahead of taking on investment or selling their business.
As well as this being an opportunity to network with other like-minded business owners, we are delighted to have two experts with us, Helen Bartley – Private Equity, BGF and Jane Booth – Personal Wealth Management, UBS.
Drawing upon their experience, they will share insights on the relationship between growth and value creation in your business and your personal life, including any philanthropic aspirations.
It’s important you start planning early – Build with the end in mind!
Speakers
Helen Bartley
Private Equity, BGF
Helen joins BGF’s Direct Origination team in Manchester, bringing over 20 years’ experience in corporate finance to the role. She has worked across small, medium and ‘Big Four’ accountancy practices, followed by five years in industry, specialising in disposals, acquisitions and complex partnering arrangements. At BGF, Helen is responsible for identifying and connecting the investment team with entrepreneurs and management teams across the North West.
Jane Booth
Personal Wealth Management, UBS
Jane has been a Client Advisor in the Global Wealth Management division for seven years and is the North West Head. Jane specialises in crafting bespoke investment plans for each client, managing lifetime wealth, and multi-generational planning. She finds particular joy in building strong, enduring relationships with some of the North of England’s most successful entrepreneurs and their families.
Jane is passionate about improving financial confidence, especially with female clients and the next generation. She is also interested in entrepreneurship, investing sustainably, impactful charitable giving and succession planning.
Hailing from Bolton, her educational journey began with a BSc (Hons) in Geography from the University of Exeter before attaining a law degree and professional qualifications at the College of Law in Manchester. In Jane’s early career, she practiced as a solicitor providing expert advice on family law matters for wealthy families at two national law firms. Her fascination with investments and financial planning during her legal tenure paved the way for her career in wealth management.
This event is brought to you by:
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