Gillian Hepburn: Six steps to picking the right DFMs for your business

Start with customer requirements

clock • 8 min read

Gillian Hepburn outlines six practical steps to help advisers select the most appropriate panel of discretionary fund managers to partner their business

Sometimes in life we overcomplicate things - and, when this happens, it can often be as a result of the myriad options and choices available. At a recent visit to a car showroom, for example, I was treated to a lengthy explanation of the various ranges, models and features, including wheel trims, steering wheels, headlights - all aligned to a bewildering array of pricing structures. Once the salesman paused for breath, he finally asked what my requirements were. "Colour, Bluetooth for making phone-calls, budget and, of course, rear-assisted parking - simple enough?" I am often asked h...

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