Discretionary fund management
DFM Service
A discretionary fund management partnership for financial planners, advisors and their clients.
As a Category II Discretionary Investment Manager, we act as an extension of your practice, taking formal responsibility for constructing, managing and governing your clients’ portfolios under an agreed mandate. The advice relationship, and the client, remain yours. What changes is that portfolio construction, ongoing monitoring, rebalancing and investment governance become our responsibility rather than another demand on your time.
- Formal discretionary mandate, with clearly defined objectives, limits and reporting obligations on both sides
- Investment committee oversight, a documented process and continuous mandate monitoring that stands up to compliance scrutiny
- Portfolio construction, rebalancing, manager selection and trading handled in full, with a complete audit trail
- Solutions built around your practice, from our standard model range through to portfolios mandated to your own investment philosophy