Reports from the UN; NGOs; and the media continue to highlight that parts of the gold trade fund armed groups and conflicts; from the DR Congo to Venezuela. While government... Read more
A comprehensive overview of the Enterprise Investment Scheme and the IW Capital Limited EIS Portfolio Service
Managing the many forms of risk is essential to the DNA of any organisation. Without appropriate protection; companies cannot grow. The Client Academy provides knowledge through a... Read more
Lay the foundations for full and effective use of Analytics with an introduction to each of the main tool types; key settings to be aware of; efficient processes; shortcuts; and account... Read more
Cover a range of tools that can be deployed to scan the entire market to find instruments that match your criteria; and those of your clients; with ease and precision.
Explore tools to gain a thorough understanding at the fund level of past performance; risk profiles; composition; manager track record; and interrelationships.
How to design; build; and analyse portfolios tailored to specific clients and risk profiles.
From the all-important first meeting; through reporting; to review; this session identifies tools to produce effortless; professional reports and effective sales set-pieces.
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