Advice firm CEO: Why my DFM relationship works

'Arm's length at a reasonable cost'

Adrian Murphy: "There's very little downside with this relationship, which is probably the first time we could've said that when it comes to these types of things."
Adrian Murphy: "There's very little downside with this relationship, which is probably the first time we could've said that when it comes to these types of things."
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Discretionary fund managers (DFMs) are often maligned in the financial advice space. That said, it is a popular outsourcing investment solution among financial advisers, despite their apparent lack of 'street cred', so Tom Ellis spoke to Murphy Wealth CEO Adrian Murphy about his firm's use of a discretionary manager

Glasgow-based financial planning business Murphy Wealth has been using DFMs for years, with varying degrees of success, as its CEO puts it, but has only recently found a wholly satisfactory relationship...

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