18 Jun

Blending Discretionary and Smoother Investment Solutions to Provide Better Client Outcomes

There are many different investment strategies available to financial advisers for clients in retirement, and picking the right one at the right time is a highly complex decision.

This webinar hosted by Prudential considers these different investment strategies. We will look at the pros and cons of each one, and consider how blending investment strategies and investment managers can lead to better client outcomes.

We’ll be joined by David Butler from Quilter Cheviot, who will discuss how a discretionary manager can create a bespoke solution for the adviser and client, by blending a smoothed investment with the skills of a DFM portfolio manager. Curtis Banks will also be on the call to highlight SIPP opportunities.

Gain 60 minutes structured CPD.

Book this event

18th June 2020

9:30 am - 10:30 am

Book this event

Contact us

Part of the Verve Group

Design by Tony McBride, website by Outlines Design.

No newline at end of file