DFM | Masterclass

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  • 43 mins 04 secs

In this Masterclass on discretionary fund management, a panel of experts discuss their views on the current market, inflation figures, investment strategies, asset allocation and what they will find focus on managing portfolios over the next 5 years. Taking part are:

  • Roddy Buchanan, Head of Wealth Management, WH Ireland
  • Nick Georgiadis, Head of DFM, Cazenove Capital
  • Shaun McDade, Head of Offshore Portfolio Management, MitonOptimal Group
  • Robin Eggar, Director, Head of London, Brooks Macdonald

Learning outcome:

  1. How uncertainty can affect strategy
  2. How ascertain attitude to risk in portfolios
  3. Impact of costs on the DFM sector