23rd February - 19th March 2026

Jupiter Merlin Portfolios Roadshow

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 2026. 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 of Structured CPD.

All venues

Please select a location below for more information.

Tuesday 3 March

Agenda

12:30 - 13:00Arrival and lunch
13:00 - 13:05Introduction
13:05 - 14:30Presentation and Q&A
14:30Close

Complimentary on-site parking

Hampton Manor, 
Shadowbrook Lane,
Hampton in Arden,
Solihull,
B92 0EN

Thursday 26 February 

Agenda

12:30 - 13:00Arrival and lunch
13:00 - 13:05Introduction
13:05 - 14:30Presentation and Q&A
14:30Close

Complimentary on-site parking

Leigh Court,
Pill Road,
Abbots Leigh,
Bristol,
BS8 3RA

Wednesday 18 March 

Agenda

12:30 - 13:00Arrival and lunch
13:00 - 13:05Introduction
13:05 - 14:30Presentation and Q&A
14:30Close

Complimentary on-site parking

Lumley Castle,
Ropery Lane,
Chester-le-Street,
DH3 4NX

Thursday 19 March

Agenda

18:00 - 18:15Arrival and welcome drinks
18:15 - 18:20Introduction
18:20 - 19:20Presentation
19:20 - 21:00Dinner and Q&A
21:00Close

Port of Leith Distillery Diplomatic Division
11 Whisky Quay,
Leith, Edinburgh,
EH6 6FH 

Wednesday 25 February 

Agenda

12:30 - 13:00Arrival and lunch
13:00 - 13:05Introduction
13:05 - 14:30Presentation and Q&A
14:30Close

Complimentary on-site parking

Courtyard by Marriott Sandy Park,
Sandy Park Way,
Exeter,
EX2 7NN

Thursday 19 March

Agenda

12:30 - 13:00Arrival and lunch
13:00 - 13:05Introduction
13:05 - 14:30Presentation and Q&A
14:30Close

Blythswood Square Hotel 
11 Blythswood Square
Glasgow
G2 4AD

Tuesday 17 March

Agenda

12:30 - 13:00Arrival and lunch
13:00 - 13:05Introduction
13:05 - 14:30Presentation and Q&A
14:30Close

Complimentary on-site parking

Rudding Park,
Rudding Lane,
Follifoot,
Harrogate,
HG3 1JH

Thursday 12 March

Agenda

12:30 - 13:00Arrival and lunch
13:00 - 13:05Introduction
13:05 - 14:30Presentation and Q&A
14:30Close

Complimentary on-site parking

South Lodge,
Brighton Rd,
Lower Beeding,
Crabtree,
Horsham,
RH13 6PS

Wednesday 4 March

Agenda

12:30 - 13:00Arrival and lunch
13:00 - 13:05Introduction
13:05 - 14:30Presentation and Q&A
14:30Close

Complimentary on-site parking

Leicester Marriott Hotel,
Grove Park,
Smith Way,
Leicester,
LE19 1SW

Wednesday 11 March

Agenda

11:45 - 12:15Arrival and refreshments
12:15 - 12:20Introduction
12:20 - 13:20Presentation
13:20 - 13:30Q&A
13:30 - 15:00Lunch
15:00Close

The Royal Automobile Club,
89 Pall Mall,
London,
SW1Y 5HS

Tuesday 10 March

Agenda

12:30 - 13:00Arrival and lunch
13:00 - 13:05Introduction
13:05 - 14:30Presentation and Q&A
14:30Close

Complimentary on-site parking

Tatton Park,
Knutsford,
Cheshire,
WA16 6SG

 Thursday 5 March 

Agenda

12:30 - 13:00Arrival and lunch
13:00 - 13:05Introduction
13:05 - 14:30Presentation and Q&A
14:30Close

Complimentary on-site parking

The Jockey Club Rooms,
101 High Street,
Newmarket,
CB8 8JL

Monday 2 March

Agenda

12:30 - 13:00Arrival and lunch
13:00 - 13:05Introduction
13:05 - 14:30Presentation and Q&A
14:30Close

Complimentary on-site parking

Park Farm Hotel,
Norwich Rd,
Hethersett,
Norwich,
NR9 3DL

Thursday 24 February

Agenda

12:30 - 13:00Arrival and lunch
13:00 - 13:05Introduction
13:05 - 14:30Presentation and Q&A
14:30Close

On-site parking. All guests must register their vehicle at the hotel reception on arrival

Harbour Heights Hotel,
73 Haven Rd,
Poole,
BH13 7LW

Monday 9 March

Agenda

12:30 - 13:00Arrival and lunch
13:00 - 13:05Introduction
13:05 - 14:30Presentation and Q&A
14:30Close

Complimentary on-site parking

Aston Hall Hotel,
Worksop Road,
Aston,
Sheffield,
S26 2EE

Monday 23 February

Agenda

12:30 - 13:00Arrival and lunch
13:00 - 13:05Introduction
13:05 - 14:30Presentation and Q&A
14:30Close

Complimentary on-site parking

Hilton Southampton – Utilita Bowl,
Botley Road,
West End,
Southampton,
SO30 3XH

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, 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.

Jupiter Merlin Portfolios.

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.

Every effort is made to ensure the accuracy of any information provided but no assurances or warranties are given.

Keeping your data safe and secure is important to us. If you would like to find out more please take a look at our Privacy Policy, which can also be found on the foot of pages on www.jupiteram.com.

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.