DFM

  • How can you connect with your next generation of clients?

    Why is the imminent passing of wealth from one generation from the next so important? How should you approach your clients to ensure a multi-generational commitment? What are some of the common concerns clients have over inheritance? All this and more in this Akademia panel.

    • Clive Worlock, Director of Private Clients, Charles Stanley
    • Katie Tasker, Investment Manager, Charles Stanley
    • Danby Bloch, Head of...
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  • 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
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  • Selecting a DFM

    Tutors:

    • Simon Cooper, Cazenove Capital
    • Nick Georgiadis, Cazenove Capital

    Learning outcomes:

    1. The main different types of outsourced solutions available to advisers
    2. The core components of an outsourced solution, from investment philosophy through to back office compatibility
    3. How to identify and manage potential conflicts of interest
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  • Mitigating Risk & the Benefits of Outsourcing

    Tutor:

    • Davydd Wyne, Cazenove Capital

    Learning outcomes:

    1. How can a DFM help you explain value versus price in light of MIFID II disclosure changes
    2. Can using a DFM help increase the value of your business
    3. How does a DFM improve diversification & access to a broader range of investments
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  • The Future of Advice

    Tutors:

    • Kevin Silvester, Brewin Dolphin
    • Pamela Murphy, Taylor Made Financial Planning
    • Liz Campbell-Warner, Gabriel Research & Management Ltd

    Learning outcomes:

    1. Why IFAs turn to investment managers
    2. The pros and cons of outsourcing
    3. The cost of regulation
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  • Protecting wealth and diversifying risk using a DFM

    Tutor:

    • Laurence Forrester, Cazenove Capital

    Learning outcomes:

    1. How an adviser can partner effectively with a DFM
    2. The investment implications of pension freedoms
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  • MiFID II: Ensuring Investor Protection

    Tutors:

    • Claire Bennison, Brooks Macdonald
    • Russell Catley, Catley Lakeman Securities

    Learning outcomes:

    1. The main changes MiFID II will bring in
    2. How best to implement these changes
    3. The relevance of MiFID II for structured products
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  • Partnering effectively with discretionary fund managers

    Tutor:

    • Andrew Denham-Davis, Brooks Macdonald

    Learning outcomes:

    1. How to divide up responsibilities between an adviser and a DFM
    2. How DFM offerings can fit in with platforms and CRM systems
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