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...
Retains platform and financial advice business
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The aviation sector's constant evaluation of errors in order to improve safety should be applied to defined benefit (DB) schemes, as too many are repeating the same mistakes again and again, research has shown.
Includes income tax and loss relief