DFM & Model Portfolios

As advisers ‘rethink income, tax and retirement needs’

CGT optimisation, cash management, reporting noise cited as issues

Tool aims to tackle “crowded and complex” market

‘That could add cost without improving outcomes’

'The flurry of moves in recent weeks is at least a year in the making'

Launches in response to adviser demand

To bring the service in line with its UK offering

Developed for Surrey-based IFA firm

Pockets of opportunity

Consists of five portfolios