Platforms – a paradigm shift in Private Client services?

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

Global

Group

Go to MitonOptimal Group

The MitonOptimal group of companies are independent multi-asset investment managers, majority-owned by our management and directors. We employ over 40 staff across offices in Guernsey, South Africa and the United Kingdom. Our primary business focus is the delivery of Discretionary Investment Management and Client Portfolio Management services to a global client base of intermediary and private clients, as well as a range of regulated funds.