The key to investment outsourcing is for both adviser and discretionary fund manager to view it as a partnership, says Cazenove Capital business development director Simon Cooper in this video interview.
Speaking to Professional Adviser editor Julian Marr in the above video on the business case for outsourcing investment, Cooper notes that Cazenove Capital's discretionary fund management (DFM) team has...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created