DFM

136 | Protecting wealth and diversifying risk using a DFM

In order to consider the viewing of Akademia videos as structured learning, you must complete the reflective statement to demonstrate what you have learned and its relevance to you.

Tutor:

  • Laurence Forrester, Portfolio Director, DFM, Cazenove Capital

Learning outcomes:

  1. How an adviser can partner effectively with a DFM
  2. The investment implications of pension freedoms
  3. The role of absolute returns and alternative assets in client portfolios

Channel

DFM