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Blending discretionary and smoothed investment solutions to provide better client outcomes

Session: 18 June 2020

There’s many different investment strategies available to financial advisers for clients in retirement picking the right one at the right time is a highly complex decision.

This webinar hosted by Colin Simmons, Business Development Manager, considered the importance of reviewing drawdown clients in these uncertain times and how blending investment strategies and investment managers could lead to better client outcomes.

Colin was joined by David Butler from Quilter Cheviot. He discussed how a discretionary manager can create a bespoke solution for the adviser and client by blending a smoothed investment with the skills of a DFM portfolio manager. Josh Legg, Business Development Manager from Curtis Banks also joined the webinar to highlight some SIPP opportunities.

Presenters – Colin Simmons – Business Development Manager – Prudential

                      David Butler – Head of Distribution – Quilter Cheviot

                      Josh Legg – Business Development Manager – Curtis Banks

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.