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Brooks Macdonald Discretionary investment management in practice

CPD for advisers and paraplanners

24 Feb 2017

We are delighted to host our first videos on Akademia’s recently launched DFM channel.

Akademia (part of Asset TV) provides videos that are accredited by the CII, CISI, PMI and The London Institute of Banking & Finance to complement structured learning CPD requirements.

Discretionary investment management in practice

Robin Eggar, Head of London, and John Wallace, Head of Regional Offices, discuss how the investment management process works across the DFM industry 

Learning outcomes

•              How DFM offerings have evolved in the last 20 years

•              How centralised processes can complement a bespoke portfolio

•              How to judge the track record of a DFM

Watch the video here

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