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2023 DFM virtual event series

Taking place virtually via Bizzabo

22 and 23 February, 10:00-11:40 both mornings

Join Waverton Investment Management, Quilter Wealth, Parmenion,  Momentum Global Investment Management, and Defaqto for the latest developments in the world of DFM. All of the speakers will be available for live Q&A after each session.
9 out of 10 previous attendees recommend our events for the perfect balance of structured quality content.
There will be two, 1 hour and 40 sessions on 22 and 23 February.
“Delegates participating in the accredited DFM virtual 2 day event can claim up to 3 hours of CPD hours towards the CII / Personal Finance Society member CPD scheme”. By registering, you will be able to watch the 2 sessions both live and on demand. These events are exclusive to authorised investment advisers only (or officers of a regulated advice business).

Core Sponsors

  • Momentum Global Investment Management

    Established in 1998, Momentum Global Investment Management (MGIM) has over 20 years of heritage in m …

    Momentum Global Investment Management

    Established in 1998, Momentum Global Investment Management (MGIM) has over 20 years of heritage in multi-asset investing. We are a global business, with UK offices in London, Liverpool and Windsor. Focused on delivering outcomes for investors. We are a client-centric, solutions-driven investment business, committed to creating solutions with an outside-in approach. We have a talented, experienced, and well-resourced fund management team who work collaboratively to identify and implement innovative investment strategies. Our innovative outcome-based investment solutions are delivered through single and multi-asset portfolios, a model portfolio service and tailored client solutions. This diversified approach to investment has the potential to both enhance returns and reduce risk for our investors
  • Quilter

    Quilter is one of the UK’s leading wealth managers. We provide advice-led investment solutions …

    Quilter

    Quilter is one of the UK’s leading wealth managers. We provide advice-led investment solutions and investment platform services for financial advisers and their clients. Aiming to deliver the very best support, Quilter enables financial advisers to provide the best service to your clients and their families - helping them achieve their financial goals. We manage more than £96.9bn* of assets, and are listed on the London and Johannesburg stock exchanges, featuring in the FTSE250 of leading companies.  (*As at 30 Sep 2022)

  • Parmenion

    Parmenion is a technology and investment solutions business, backed by Preservation Capital Partners …

    Parmenion

    Parmenion is a technology and investment solutions business, backed by Preservation Capital Partners (PCP). Since 2007 Parmenion Capital Partners LLP have been a leading provider of expertly managed investment & adviser platform solutions. Parmenion now manage in excess of £9bn of assets, working with over 1,500 financial adviser businesses in the UK.

     

  • Waverton Investment Management

    Waverton is an award-winning discretionary investment manager with a long and established history of …

    Waverton Investment Management

    Waverton is an award-winning discretionary investment manager with a long and established history of working alongside financial advisers. Our focus is on generating attractive real returns for our clients over the long term, using an active, flexible approach through segregated portfolios or specialist funds.  We attach huge importance to investing in what we believe to be the best ideas worldwide, be that in stocks, funds, fixed interest or alternative asset classes. 

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