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DFM trends and insights – how to help shape your clients' portfolios

Time and date: 05 July 2017 9.30 AM to 05 July 2017 1.45 PM
Location: Tankersley Manor, Barnsley, S75 3DQ
Organiser: Defaqto
Website: Click here

What due diligence should you undertake to ensure a robust, suitable selection, and how flexible is your Discretionary Manager in responding to the fast moving financial markets?

 

Hear presentations that are CPD accredited and not sales based, but are structured so you can walk away with insight that helps shape your clients' portfolios.