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...
Due diligence and selection
'A bit of smoke and mirrors'
Revisiting the portfolio debate
Fees 0.1% per annum or £20 per month
'Arm's length at a reasonable cost'
Almost three-quarters generated positive returns
Integration of Charles Derby and Lighthouse
Which firms made the shortlist?
Entered administration in April 2020
Cuts fees across multi-manager range