Most advisers looking to outsource - research

clock

The majority of advisers favour outsourcing investment management to a discretionary fund manager (DFM), research suggests.

According to a recent survey carried out by wealth manager Heartwood polling 178 advisers, almost half (43%) already outsource client portfolios to DFMs with a further 13% set to do so. Furthermore, among those already outsourcing, over a third (36%) plan to increase the number of client portfolios managed by a third party. Heartwood said the Retail Distribution Review (RDR) has boosted the popularity of outsourcing solutions. When selecting a DFM, an overwhelming 90% of those polled cited track record as a vital consideration, followed closely by a pledge the core client relations...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

What does a new PM and chancellor mean for investments?

What does a new PM and chancellor mean for investments?

'What is important is what happens over the long term'

Jasper Thornton Boelman
clock 23 July 2026 • 4 min read
SJP rebrands global equity income fund and reduces charges

SJP rebrands global equity income fund and reduces charges

Appoints Acadian as investment adviser

Patrick Brusnahan
clock 22 July 2026 • 1 min read
Beyond the 60/40: Why the traditional portfolio blueprint is being tested again

Beyond the 60/40: Why the traditional portfolio blueprint is being tested again

'Bonds should not be doing all the defensive work'

Will Dickson
clock 09 July 2026 • 4 min read