Financial Planners and IFP chief executive Nick Cann are heading to the Business Design Centre in London today for the Defaqto conference on Discretionary Fund Management.
The firm is holding an industry event aimed exclusively at advisers selecting and using discretionary fund managers.
The one-day conference will help advisory firms who are both considering and already using a DFM for their business and clients. This includes bespoke, unitized or managed portfolio services.
Mr Cann will be giving a presentation in the morning about 'delivering value by focusing on what you do well' on the theme of outsourcing via a DFM.
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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 do this via a DFM.
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 and Frank Potaczek, investment director at Intrinsic Financial Services.
For more information visit
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