Qualis & Quilter IFA Seminar – Edinburgh

MGTS Qualis Funds & Quilter Business Breakfast & IFA Seminar

Is it time to rethink the traditional MPS?

Join us for an informal breakfast discussion exploring an alternative approach to portfolio construction, MGTS Qualis Funds and the evolving role of advisers in delivering client investment solutions.

We will also be joined by Catriona McInally from Quilter, who will provide an update on one of the most significant planning changes facing advisers:
Bringing Pensions into the Scope of IHT.

Discover the Qualis modular approach and hear how professionally managed funds can support adviser-led portfolio construction, giving advisers greater flexibility to build investment solutions around individual client needs.

What we’ll cover

• The difference between traditional MPS and modular portfolio construction
• How advisers can retain greater control while accessing professional investment management
• Using Growth, Defensive and Income funds to support changing client objectives

📅 Wednesday 16 September 2026
🕗 8:30am – 11:00am
📍 The Bonham Hotel, Edinburgh EH3 7RN
📍 Breakfast rolls, tea & coffee served from 8:30am

Welcome – John Coats, Chair of GWA Asset Management and Director of the MGTS Qualis Funds.

Speakers –

• Andrew Alexander, CIO and Fund Manager, GWA Asset Management and Manager of the MGTS Qualis Funds.
• Catriona McInally, Tax and Trust Specialist at Quilter.
• Corryn Wild, Director at Three Counties Ltd

Attendance is complimentary, but places are limited.

REGISTER HERE

We hope that you can join us.

✔ Suitable for inclusion in a CPD record.