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.


  • 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