Five crucial elements to DFM due diligence

As the DFM market expands proper due dilligence is more important than ever

Laura Miller
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UK discretionary fund management options are wide and getting wider, so having the right due diligence in place is vital. The experts tell Laura Miller the best ways to research the market...

For advisers who decide to outsource their investment proposition to a discretionary fund manager (DFM), choosing the right one is becoming harder as the market embraces the two forces of growth and change. After a flurry of recent launches from the likes of Thomas Miller Investments and Skandia, there are now about 183 DFM choices available to UK financial advisers. These range from the high-end bespoke services all the way down to managed portfolios on a third-party platform which will deal with lower investment amounts. Picking one or more solutions that are best for your client...

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