Presentations from the most recent event held in Geneva (April 14, 2016 – at the Mandarin Oriental Hotel) discussing the gradual move to DFM platforms and the potential benefits for clients.
The event was jointly hosted by the MitonOptimal Group, Novia Global and Global Wealth Management Solutions. speakers included Greg Easton (MD of MitonOptimal – Isle of Man), Simon Sharrott (Director – Guernsey and International Portfolio Manager) and Chris Skelhorn (Head of Distribution – Novia Global).
Download the presentations:
|Introduction to Platforms for Private Client Practitioners|
|Accessing Discretionary Portfolios via Platforms|
|Market Update - Simon Sharrott|