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Due Diligence & Investment Trusts

For advisers to remain independent, they must now having a working knowledge of investment trusts. A panel of financial advisers discuss how they approach investment trust due diligence, manage liquidity and handle discounts. This offers an opportunity for advisers to understand how their peer group approach investment selection and regulatory obligations in regard to investment trusts.

- Cherry Reynard (moderator)
- Gill Cardy, IFA Centre
- Andrew Merricks, Skerritt Wealth Management
- Ben Yearsley, Charles Stanley
Recorded Feb 20 2013 51 mins
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Best Advice: Closed-end Fund Forum
Presentation preview: Due Diligence & Investment Trusts

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  • Title: Due Diligence & Investment Trusts
  • Live at: Feb 20 2013 1:00 pm
  • Presented by: Best Advice: Closed-end Fund Forum
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