The one-day conference will help advisory firms who are both considering and have already selected a DFM for their business and clients. This includes bespoke, unitized or managed portfolio services.
DFM is a growing area of financial services and research by Defaqto in November found 52 per cent of advisers had chosen to outsource some or all of their investment process with 60 per cent of these advisers choosing to outsource to a DFM.
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Themes covered on the day include the different types of DFM firms and solutions, what to consider as part of a due diligence process and how DFMs can enhance the investment proposition. It will also cover how DFM outsourcing can support advisers post-RDR and regulatory considerations when selecting a DFM.
Speakers include Rory Percival from the investment intermediaries department at the Financial Services Authority, Hugo Thorman, chief executive of Ascentric, a corporate member of the Institute of Financial Planning, and Frank Potaczek, investment director at Intrinsic Financial Services.
There will also be a DFM exhibition with many key DFM firms.
The conference will be held at the Business Design Centre in Islington, London on 26 February.
For more information visit www.defaqto.com/dfmconference 

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