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Asset Allocation: DFM and Multi Managers | Masterclass

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Learning: Knowledge

In this Masterclass a panel of experts discusses the differences between multi-fund management and discretionary fund management, how capital gains tax is considered when constructing portfolios and why there is a demand for private equity from clients. Discussing are:

  • John Anderson, Executive: Investments, Products & Enablement, Alexander Forbes
  • Rafiq Taylor, Head of Implemented Consulting, Glacier Invest
  • Florbela Yates, Head of Momentum Investment Consulting, Momentum Investments
  • Roland Grabe, Head of Tailored Fund Portfolios, Old Mutual Wealth

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Alexander Forbes
Glacier Invest
Masterclass SA
Momentum Investments
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