Investment Trusts and Platforms

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Best Advice: Closed-end Fund Forum

About this talk

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

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