Business Development Updates
Selected for you to access the most valuable content we’ve shared with our adviser community. Here you’ll find a depth of insight and resources to help you and your business.
Your free copy of our new report – Investment Advice 2020
Includes focus on advice and working practices during lockdown
How to engage with clients and potential clients while in Lockdown
This event - at 11 am on 28th April - is with our digital partners Clear and will run for 45 mins and include time for your questions.
Launch of new fund from Downing Fund Managers – The Unique Opportunities Fund
A new fund in current market conditions.
Join this webinar on Market Linked Deposits with IDAD
You are invited to join this webinar on Market Linked Deposits with IDAD
Coronavirus – Latest Perspectives from T. Rowe Price
The emergence of COVID-19 and the monumental collapse in oil prices are proving to be the most significant events facing investors since the global financial crisis in 2008.
Find out why these advisers recommend BPR – qualifying investments
Estate planning is growing ever more important. Thanks to rising asset prices, more people than ever are set to face an inheritance tax bill in the coming years. Octopus Investments...
Rathbones – In Conversation – Video Funds Update
The management over at Rathbones have listened to your feedback and refreshed the way they deliver their fund updates to you. Introducing the, “In conversation” series, advisers will have the...
Financial Services Compensation Scheme funding
To The Right Honourable .. Financial Services Compensation Scheme funding (I am a Director and shareholder in a Chartered Financial Planning business in the City of London.) I would like...
A private equity – based approach for retail investment funds
When it comes to asset management there is no shortage of supply. Therefore, an investment provider seeking engagement in the adviser market needs a standout proposition. Downing Fund Managers is...
Responsible Capitalism in the US: Still in pursuit of green
Responsible capitalism is running hot over in the US, and it looks like it’s not simply a flash in the pan. Fresh from a trip across the pond, Rathbone Global...
The disruptor making real estate digital
Over the last twenty years one of the key challenges for investment managers has been to identify the sectors most likely to “go digital” and the likely disrupters to gain....
Pensions considerations at tax year end – video with FundsNetwork
Calculating a client’s pension allowances, particularly at tax year end, can be complex. FundsNetwork’s tax and pension experts, Paul Kennedy and Paul Squirrell, take you through the many steps necessary...
