149 | Selecting a DFM

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  • Simon Cooper, Business Development Director, Cazenove Capital
  • Nick Georgiadis, Head of DFM Team, 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