DFM | Akademia

Latest

Latest

- 161
- DFM
How can you connect with your next generation of clients?
Tutors:
- Clive Worlock, Director of Private Clients, Charles Stanley
- Katie Tasker, Investment Manager, Charles Stanley
- Danby Bloch, Head of Editorial Strategy, Platforum
Learning outcomes:
1. Five things that make the next generation of clients different.
2. Best practice advice on how to connect with your next generation of clients....
More
Play 35 mins
- 152
- DFM
Understanding centralised retirement propositions
Tutors:
- John R Porteous, Charles Stanley
- Mike Barrett, Langcat Financial
Learning outcomes:
1. How a centralised retirement proposition can improve customer outcomes
2. Understand the risks and consideration for advisers who run centralised propositions
3. Satisfying income requirements and intergenerational wealth conflicts
More
Play 39 mins

Sponsored by

At Charles Stanley, our investment services are designed to give you the time to look after the personal and professional relationship with your clients whilst we, operating within your agreed parameters, take over the responsibility of looking after your client’s investments. With more than 200 years’ proven experience, we have created financial security for many tens of thousands of people, and as at 31 March 2019 manage and administer in excess of £24 billion.

Depending on your requirements, we will work with you to implement an investment solution that is right for your client via our tailored Discretionary Fund Management service, Dynamic Passive model portfolios or Inheritance Tax Portfolio service.

Visit www.charles-stanley.co.uk to find out more about Charles Stanley and their services.

Cazenove Capital is a leading provider of discretionary fund management. We work in partnership with external advisers to develop and implement tailored portfolios for your clients. Our business is built on trust, something we have developed whilst working in partnership with advisers for over a decade.

As part of our service, we:

Develop an appropriate asset allocation strategy which meets your clients’ specific objectives and risk profiles
Construct portfolios using a wide range of asset classes including alternatives
Work with you to ensure that your clients’ strategies evolve in anticipation of their changing circumstances
Provide you with comprehensive reporting services including the ability to access your client’s valuations online on a daily basis

www.cazenovecapital.com