Taking place virtually via Bizzabo
9/10/11/16/17 February - Five 40 minute sessions
9 February, DFM market overview, Fraser Donaldson, Insight Consultant, Defaqto.
10 February, How can a modern DFM meet the needs of the adviser market, presented by John Bellamy, Head of Adviser Solutions, Waverton.
11 February, Investing for our future (ESG/SRI), presented by Sean Durrad, Investment Manager, Close Brothers AM.
16 February, Taking your centralised Investment and/or retirement proposition to the next level, presented by David Muncaster, Director of Sales and Marketing, Bordier UK.
17 February, Evidencing suitability in retirement planning, presented by David Mulholland, Business Development Manager, Brooks Macdonald.
9 out 10 previous attendees recommend our events for the perfect balance of structured quality content.
Brooks Macdonald Brooks Macdonald was originally formed in 1991 with the desire to do things differe …
Brooks Macdonald was originally formed in 1991 with the desire to do things differently, an ethos that continues to influence the way we do business today. It is our mission to build robust personal relationships with adviser firms and intermediaries by providing a high level of service to clients, both in the UK and internationally.
Close Brothers Asset Management Close Brothers Asset Management is one of the UK’s largest and longe …
Close Brothers Asset Management is one of the UK’s largest and longest established providers of high-quality investment management, with over £12.6bn in assets under management. We are part of the Close Brothers Group plc, a FTSE 250 leading UK merchant banking group, providing lending, deposit taking, wealth management services, and stocks and shares trading.
Bordier UK Bordier UK is a specialist investment manager, our sole focus is to provide investment ma …
Bordier UK is a specialist investment manager, our sole focus is to provide investment management solutions to professional advisers, charities, family offices and other large institutions. Our services include the management of funds within general investment accounts, ISAs, pensions, trusts and offshore bonds.
Waverton Investment Management Waverton Investment Management is an award winning independent invest …
Waverton Investment Management is an award winning independent investment management house, dedicated to providing a high-quality service for private clients, financial advisers, charities and institutions. Our team of 150 professionals is based in the heart of Piccadilly, London overseeing £6.5bn in assets under management (as at 30 September 2020).
