Investment

From 2000

RDR the catalyst for DFM growth

Some passive fees reduced by 50%

As US dollar strengthens

Introducing the Architas education series for clients.

Joined in 2002

Adding $246bn in AUM

Plus worked example

Risk-profiling tools have provided a framework for advisers to manage client expectations but, writes Chris Fleming, key issues persist that have varying levels of implications for advisers and clients

Partner Insight: The rise in demand for DFM and multi manager solutions has been largely driven by new mandates from the regulator, says James Bampton, head of UK intermediary distribution at Architas