We are pleased to invite you to the Jupiter Merlin Portfolios roadshow, a series of in-person events taking place around the UK in Q3 2025. 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 30 September
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
Complimentary on-site parking
Leigh Court,
Pill Road,
Abbots Leigh,
Bristol,
BS8 3RA
Wednesday 24 September
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
Complimentary on-site parking
Lumley Castle,
Ropery Ln,
Chester-le-Street,
DH3 4NX
Thursday 25 September
Agenda
| 18:00 - 18:15 | Arrival and welcome drinks |
| 18:15 - 18:20 | Introduction |
| 18:20 - 19:20 | Presentation |
| 19:20 - 21:00 | Dinner and Q&A |
| 21:00 | Close |
Complimentary parking
Kimpton Charlotte Square Hotel,
38 Charlotte Square,
Edinburgh,
EH2 4HQ
Wednesday 1 October
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
Complimentary on-site parking
Courtyard Exeter Sandy Park,
Sandy Park Way,
Exeter,
EX2 7NN
Thursday 25 September
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
Complimentary parking
Marriott Glasgow,
500 Argyle Street,
Glasgow,
G3 8RR
Tuesday 23 September
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
Complimentary on-site parking
Rudding Park,
Rudding Lane,
Follifoot,
Harrogate,
HG3 1JH
Thursday 18 September
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
Complimentary on-site parking
South Lodge,
Brighton Rd,
Lower Beeding,
Crabtree,
Horsham,
RH13 6PS
Monday 29 September
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
Complimentary on-site parking
Leicester Marriott Hotel,
Grove Park,
Smith Way,
Leicester,
LE19 1SW
Wednesday 17 September
Agenda
| 11:45 - 12:15 | Arrival and refreshments |
| 12:15 - 12:20 | Introduction |
| 12:20 - 13:20 | Presentation |
| 13:20 - 13:30 | Q&A |
| 13:30 - 15:00 | Lunch |
| 15:00 | Close |
The Royal Automobile Club,
89 Pall Mall,
London,
SW1Y 5HS
Tuesday 16 September
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
Complimentary on-site parking
Tatton Park,
Knutsford,
Cheshire,
WA16 6SG
Thursday 11 September
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
Complimentary on-site parking
The Jockey Club Rooms,
101 High Street,
Newmarket,
CB8 8JL
Monday 8 September
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
Complimentary on-site parking
Park Farm Hotel,
Norwich Rd,
Hethersett,
Norwich,
NR9 3DL
Thursday 2 October
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
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 15 September
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
Complimentary on-site parking
Aston Hall Hotel,
Worksop Road,
Aston,
Sheffield,
S26 2EE
Wednesday 10 September
Agenda
| 12:30 - 13:00 | Arrival and lunch |
| 13:00 - 13:05 | Introduction |
| 13:05 - 14:30 | Presentation and Q&A |
| 14:30 | Close |
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, Algy Smith-Maxwell, 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.
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.