How uncertainty can affect strategy : Asset TV

Shaun McDade of MitonOptimal Portfolio Management in Guernsey appears in the latest Asset TV – DFM Masterclass. In this Masterclass on discretionary fund management, a panel of experts discuss their views on the current market, inflation figures, investment strategies, asset allocation and what they will find focus on managing portfolios over the next five years.

Taking part are:

Shaun McDade, Head of Offshore Portfolio Management, MitonOptimal Group
Roddy Buchanan, Head of Wealth Management, WH Ireland
Nick Georgiadis, Head of DFM, Cazenove Capital
Robin Eggar, Director, Head of London, Brooks Macdonald

Learning outcome:

How uncertainty can affect strategy
How to ascertain attitude to risk in portfolios
The impact of costs on the DFM sector

[Source: Asset TV - DFM Masterclass - July 19, 2017]

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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.