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2021 DFM virtual event series

Taking place virtually via Bizzabo

9/10/11/15/16 February - Five 40 minute sessions

9 February, DFM market overview, Fraser Donaldson, Insight Consultant, Defaqto.
10 February, How can a modern DFM meet the needs of the adviser market, presented by John Bellamy, Head of Adviser Solutions, Waverton.
11 February, Investing for our future (ESG/SRI), presented by Sean Durrad, Investment Manager, Close Brothers AM.
16 February, Taking your centralised Investment and/or retirement proposition to the next level, presented by David Muncaster, Director of Sales and Marketing, Bordier UK.
17 February, Evidencing suitability in retirement planning, presented by David Mulholland, Business Development Manager, Brooks Macdonald.

9 out 10 previous attendees recommend our events for the perfect balance of structured quality content. 

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