event-feature

2022 DFM virtual event series

Taking place virtually via Bizzabo

15 and 16 February - 10:00-11.35 each day



There will be two, 1 hour and 30 sessions from 10:00-11:35 on 15 and 16 February. These six sessions will provide a total of 3 hours of CPD. All of the speakers will be available for live Q&A after each session

Core Sponsors

  • Brooks Macdonald

    Brooks Macdonald Brooks Macdonald Group plc, through its various subsidiaries, provides leading inve …

    Brooks Macdonald

    Brooks Macdonald

    Brooks Macdonald Group plc, through its various subsidiaries, provides leading investment management services in the UK and internationally. The Group, which was founded in 1991 and began trading on AIM in 2005, had Discretionary Funds under Management of £16.8 billion as of September 2021.

    Brooks Macdonald offers a range of investment management services to private high net worth individuals, pension funds, institutions, and trusts. The Group has 14 offices across the UK and the Channel Islands including London, Cheltenham, East Anglia, Exeter, Hampshire, Leamington Spa, Leeds, Manchester, Tunbridge Wells, Scotland, Wales, Jersey and Guernsey and Isle of Man. 

  • Brewin Dolphin

    Brewin Dolphin Brewin Dolphin has been helping people to meet their financial goals and fulfil their …

    Brewin Dolphin

    Brewin Dolphin

    Brewin Dolphin has been helping people to meet their financial goals and fulfil their aspirations for over 250 years. We are one of the UK’s leading DFMs and have worked with financial intermediaries and their clients for more than 30 years. Brewin Dolphin were voted number one preferred DFM amongst IFAs. (Defaqto DFM satisfaction survey - March 2021)

  • HSBC

    HSBC HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf …

    HSBC

    HSBC

    HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 25 countries and territories, delivering global capabilities with local market insight. As at 30 June 2021, HSBC Asset Management managed assets totaling US$625bn on behalf of its clients. For more information, see  www.assetmanagement.hsbc.com/uk

    HSBC Asset Management is the brand name for the asset management business of HSBC Group, which includes the investment activities provided through our local regulated entity, HSBC Global Asset Management (UK) Limited.

    The HSBC Group

    HSBC Holdings plc
    HSBC Holdings plc, the parent company of HSBC, is headquartered in London. HSBC serves customers worldwide from offices in 64 countries and territories in its geographical regions: Europe, Asia, North America, Latin America, and Middle East and North Africa. With assets of US$2,976bn at 30 June 2021, HSBC is one of the world’s largest banking and financial services organisations.”

     

     

  • abrdn Capital

    abrdn Capital abrdn Capital Limited - Part of abrdn group They provide discretionary investment mana …

    abrdn Capital

    abrdn Capital

    abrdn Capital Limited - Part of abrdn group

    They provide discretionary investment management from abrdn. abrdn group plc is listed on the London Stock Exchange and has approximately 1.2 million shareholders worldwide. It has a long term heritage and has assets under administration of £534.6 billion*.  Launched in 2008, they manage around £8.4 billion* of assets for private clients, charities and pension schemes. They are committed to providing excellent levels of service to their advisers and their clients to make investing as simple as possible.

    1 Source: abrdn, 31 December 2020
    2 Source: abrdn, 30 June 2021

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