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Investment Trusts and Platforms

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Best Advice: Closed-end Fund Forum
Platforms are providing better access to investment trusts but there are a number of things to consider when buying through a platform such as pricing, costs, choice and timing. This session will look at how buying through the different platforms compares and where may be the best places to buy. It will also look at platforms that incorporate investment trusts into asset allocation model portfolios and how platforms can help the selection process of investment trusts.


Moderator Brian Tora, will lead this discussion alongside a broad panel that each brings a different viewpoint to the session;
•Freddie Findlater, Head of Adviser Platforms, The Platforum
•Dr. Kieran Drake, Research Analyst, Winterflood
•Bill Vaseilieff, CEO, Novia
•James Saunders Watson, Head of Investment Trust Marketing, J.P. Morgan Asset Management
Apr 11 2012
51 mins
Investment Trusts and Platforms

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  • Title: Investment Trusts and Platforms
  • Live at: Apr 11 2012 12:00 pm
  • Presented by: Best Advice: Closed-end Fund Forum
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