Blending discretionary and smoothed investment solutions to provide better client outcomes
Session: 18 June 2020
There’s many different investment strategies available to financial advisers for clients in retirement picking the right one at the right time is a highly complex decision.
This webinar hosted by Colin Simmons, Business Development Manager, considered the importance of reviewing drawdown clients in these uncertain times and how blending investment strategies and investment managers could lead to better client outcomes.
Colin was joined by David Butler from Quilter Cheviot. He discussed how a discretionary manager can create a bespoke solution for the adviser and client by blending a smoothed investment with the skills of a DFM portfolio manager. Josh Legg, Business Development Manager from Curtis Banks also joined the webinar to highlight some SIPP opportunities.
Presenters – Colin Simmons – Business Development Manager – Prudential
David Butler – Head of Distribution – Quilter Cheviot
Josh Legg – Business Development Manager – Curtis Banks