Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date Defaqto CPD - DFM market update - what good looks like Fraser Donaldson, Insight Consultant, Defaqto Defaqto DFM market overview - what good looks like Learning objectives •To understand the different elements of good due diligence and how they might... 1 year ago | 49 mins TB Amati UK Smaller Companies Fund Portfolio Update Dr Paul Jourdan, David Stevenson, Anna Macdonald and Dr Gareth Blades TB Amati UK Smaller Companies Fund Portfolio Update 2 years ago | 58 mins TB Amati UK Smaller Companies Fund Portfolio Update Dr Paul Jourdan, David Stevenson, Anna Macdonald and Dr Gareth Blades TB Amati UK Smaller Companies Fund Portfolio Update 1 year ago | 60 mins PMI Eastern Region Group: Master Trusts, Preferred IFAs & a legal update Mike Ambery, Mark Van den Berghen, Alex Rush Join the PMI Eastern Region group and our expert speakers in exploring the considerations around moving to Master Trust, how appointing a preferred IF... 2 years ago | 90 mins Six months since lockdown - The lessons, challenges and the way forward Janet Mui, John Moore and Lucie Gordon It's hard to believe the 16 September marks the six-month anniversary since lockdown was placed on individuals throughout the United Kingdom. To mar... 2 years ago | 56 mins Gold & the Rising Role of Cryptocurrencies: Hawksmoor Funds Q3 2017 Update Richard Scott and Ben Conway Join us for the latest of our regular updates on the Hawksmoor Vanbrugh and Distribution Funds. In this webinar, our Fund Managers will: * discuss how... 5 years ago | 32 mins Hawksmoor Multi-Asset Funds Quarterly Update Q1 2017 Toby Hine-Haycock with Daniel Lockyer and Richard Scott Join us for a brief update on the funds with discussions on current themes and addressing any questions regarding the portfolios. 5 years ago | 33 mins What's New in the Investment Trust World? Best Advice: Closed-end Fund Forum We review the latest developments in investment trusts - new launches, new issuance, funds closing and restructuring. We look at the bull and bear cas... 9 years ago | 30 mins Pathways for a More Certain Retirement with Budget Update Richard Sheppard and Andy Carlisle, Intermediary Development Managers Join Andrew Carlisle and Richard Sheppard, our tax and retirement experts, as they provide a timely update following the previous day's Budget and a c... 6 years ago | 61 mins Fixed Income Sector Review Peter Toogood & Gillian Hutchison, OBSR a Morningstar Company In this webinar for IFAs, Peter Toogood and Gillian Hutchison,will present OBSRs latest sector review including: â¢Economic update â¢Fixed income m... 11 years ago | 25 mins
