The full-day conference will focus on helping advisory businesses that are either considering or currently use a DFM to choose an appropriate solution - whether bespoke, unitised or a managed portfolio service - for their business and clients.
Defaqto's latest research in November 2012 found that 52% of financial advisers have chosen to outsource some or all of their investment process. Of these, the proportion using discretionary fund managers is considerable with 60% utilising DFM services.
Attendees will have the opportunity to benefit from valuable insight from leading industry figures on the following key themes:
- The different types of solutions that DFMs offer and the key points to consider as part of a robust due diligence process
- How DFM solutions can help enhance the investment proposition that advisers offer their clients
- How to go about selecting an appropriate DFM solution given client and business objectives
- Regulatory considerations when selecting a DFM
- How DFM outsourcing can support advisers post-RDR
The conference will also give advisers an opportunity to engage with a number of key discretionary management firms.
Places for the conference are filling fast, and Defaqto has now revealed the following keynote speakers:
- Rory Percival, Investment Intermediaries Department, FSA
- Hugo Thorman, Chief Executive, Ascentric
- Frank Potaczek, Investment Director, Intrinsic Financial Services
- Matt Ward, Wealth Management Consultant, Defaqto
Details of other speakers will be revealed shortly.
The event will be a full-day conference and DFM exhibition, and is being held at The Business Design Centre, Islington, London.
It is supported by Quilter, Brooks Macdonald Asset Management, Standard Life Wealth and Collins Stewart Wealth Management.
