Videos

Watch our videos for a concise take on various key topics affecting the investment landscape.

PortfolioMetrix UK Head of Investments, Nic Spicer, participated in a recent Citywire South Africa DFM panel discussion in London.

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Highlight Video of Phil Bradford's presentation - Meet the Managers 2023

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Phil Bradford's presentation - Meet the Managers 2023

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Phil Bradford In the Hot Seat

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Phil Bradford's presentation - Bonds for Income and Capital Growth

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Phil Bradford's presentation - BCI Boutiques on Wednesdays

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Adviser Insights - Advice Process Evolution

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Adviser Insights - Single Adviser Firm Challenges

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Adviser Insights - Getting Your Name out There as a Young Adviser

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Adviser Insights - What is Vital in the Advice Process

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Adviser Insights - Creativity in the Planning Process

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Adviser Insights - Single Adviser Firm Challenges

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Adviser Insights - Life Planning as part of Financial Planning

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Adviser Insights - Qualifications: CFP/ CFA

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Adviser Insights - Increasing ESG Demand

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Adviser Insights - Paraplanner/ Adviser Relationship

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Adviser Insights - Building the Profession

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Adviser Insights - Young Adviser Challenges

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Adviser Insights - Business/ Team Culture

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Adviser Insights - Corporate Social Responsibility and Making a Positive Impact.

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Adviser Insights - Growth Through Acquisition

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Adviser Insights - Time management / taking over CRS

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Adviser Insights - Outsourcing Investments

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Adviser Insights - Operating a 'Multi-business'

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Adviser Insights - Challenges of Running a firm with Younger Advisers

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Adviser Insights - Increasing ESG Demand

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Global Challenges Facing Humanity - Brandon Zietsman ESG recording for Meet the Managers

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Ben Peele: The Rise of the DIY Investor

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How to Successfully Grow an Independent Financial Planning Business

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PortfolioMetrix: How to Grow Your Business During Lockdown

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PortfolioMetrix The Value of Advice

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SA Investment Update Q1 2020

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A 'PROD' in the right direction

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PortfolioMetrix in conversation with Jonathan Du Toit of Truffle Asset Management

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PortfolioMetrix in conversation with Rashaad Tayob at ABAX Investments

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PortfolioMetrix in conversation with Fayyaz Mottier of ABSA Asset Management

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