• Home
  • Investment
    • Multi-asset
    • DFM & Model portfolios
    • Platforms
    • Ratings, Research & Risk
    • Tax-efficient investing
    • Markets
    • Companies
  • Retirement
    • Pensions
    • Income
    • Investment
    • Regulation
    • Estate planning
    • Equity release
  • Your profession
    • Adviser tips
    • Business models
    • Companies
    • People
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
  • Events
  • Whitepapers
  • Industry blogs
  • Newsletters
  • Multi-Asset Review
  • ESG
  • Sign in
  •  
      • Newsletters
      • Account details
      • Contact support
      • Sign out
     
     
    •  

      Personalise your on site experience

      Download and use the apps

      Access your subscription from outside of the office

      Get relevant news and insight straight to your inbox

      Sign in
     
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
    • YouTube
  • Register
  • Events
    • Upcoming events
      event logo
      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 14 Apr 2021
      • ONLINE, ONLINE
      event logo
      Professional Adviser ESG Masterclass 2021

      Professional Adviser is excited to launch the new ESG Masterclass, taking place live online from 28th - 29th April 2021. Delegates attending this event will benefit from thought-provoking presentations, informative Q&A sessions and structured CPD hours.

      • Date: 28 Apr 2021
      • Live Online, Live Online
      event logo
      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-25 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
      • Online, Online
      event logo
      Professional Adviser 360 Conference 2021

      A comprehensive 360-degree view of financial advice underpins PA360 Conference. With an unmissable line-up of dynamic speakers ranged across three streams focusing on what matters most to advisers PA360 will inform, educate and inspire, allowing delegates to meet new service providers and professional partners, and provide invaluable networking opportunities.

      • Date: 07 Oct 2021
      • The Brewery, London
      View all events
      Follow our events

      Sign up to receive email alerts about our events

      Sign up

  • Whitepapers
    • Find whitepapers
      Search by title or subject area
      View all whitepapers
  • Industry blogs
  • Multi-Asset Review
  • ESG
Professional Adviser
Professional Adviser
  • Home
  • Investment
  • Retirement
  • Your profession
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
 
    • Newsletters
    • Account details
    • Contact support
    • Sign out
 
 
  •  

    Personalise your on site experience

    Download and use the apps

    Access your subscription from outside of the office

    Get relevant news and insight straight to your inbox

    Sign in
 
  • Trending now
  • Nominations open for WIFA 2021
  • Mattioli Woods in £4m acquisition
  • Young British Steel client
  • Managed solutions

Mike Webb: Smaller investment pots need be no barrier to DFM

Shift in attitude

Mike Webb: "A DFM service often comes with a whole swathe of products to suit a range of different investment needs."
Mike Webb: "A DFM service often comes with a whole swathe of products to suit a range of different investment needs."
  • Mike Webb
  • 03 December 2018
  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  
0 Comments

While advisers are increasingly accepting factors such as cost and potential loss of control are not the barriers to using a DFM they might have thought, says Mike Webb, one major misunderstanding persists

Among the principal barriers to adopting a discretionary fund manager (DFM) cited by financial advisers, it is the cost, the potential loss of control and the inability to justify their own fee to clients...

Sign In

Export Load
Forgot your password?

For assistance please contact our customer service team.

 

Tel: +44 (0)1858 438 427

Email: [email protected]

 

To read this story please register

PA is dedicated to championing professional advisers. It helps you build your business, service clients and generate sustainable income.

PA offers:

  • REAL-TIME NEWS & ANALYSIS: find out what’s happening in the profession right now and why
  • MULTI-ASSET: discover the latest trends in multi-asset
  • FUTURE OF ADVICE: helping you shape your strategy with the latest expert opinion and case studies
  • TECHNOLOGY: learn about the latest solutions, with case studies and the views of experts such as Adam Higgs

Register now

More on Managed solutions

Alex Funk will run Schroders UK Investment Solutions business
Schroders launches £4bn UK Investment Solutions business

Alex Funk to become CIO

  • Managed solutions
  • 07 April 2021
Nathan Sweeney is leaving Liontrust along with Sheldon MacDonald
Former Architas duo depart Liontrust amid multi-asset team shake up

Sheldon MacDonald and Nathan Sweeney are leaving

  • Managed solutions
  • 25 March 2021
If investors continue to think that multi-asset funds are complicated, then this means we are not doing enough to help them understand."
Alex Farlow: Multi-asset education, education, education

'Provide the answers'

  • Managed solutions
  • 16 February 2021
Ken Rayner
RSMR removes VAT from managed portfolio service

Industry trend

  • Managed solutions
  • 15 February 2021
Simon Evan-Cook will leave the business at the end of January
Premier Miton introduces changes to its multi-manager funds range amid shake-up

Simon Evan-Cook to leave business later this month

  • Investment
  • 20 January 2021
Back to Top

More news

M&G Wealth hires recruitment and acquisition director
  • Your profession
M&G Wealth hires recruitment and acquisition director

Looking to triple size of advice business

  • 13 April 2021
Mattioli Woods buys Pole Arnold Financial Management for initial £4m
  • Your profession
Mattioli Woods buys Pole Arnold Financial Management for initial £4m

Latest acquisition expands presence in Leicester and London

  • 13 April 2021
Columbia Threadneedle acquires BMO EMEA asset management business
  • Investment
Columbia Threadneedle acquires BMO EMEA asset management business

Ameriprise Financial strikes £615m deal

  • 12 April 2021
Administrator to top adviser: Ann-Marie Atkins' journey up the ladder
  • Your profession
Administrator to top adviser: Ann-Marie Atkins' journey up the ladder

Challenging embedded thinking

  • 12 April 2021
Nominations open for Women in Financial Advice Awards 2021
  • Your profession
Nominations open for Women in Financial Advice Awards 2021

Nominate yourself, a peer or colleague

  • 12 April 2021
  • About Us
  • Contact Us
  • Marketing solutions
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters
  • YouTube

Incisive Footer Logo

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading