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  • DFM & Model Portfolios

Gillian Hepburn: Six practical steps to selecting a DFM

PA360 2019 revisited

Gillian Hepburn: “Everyone should understand how the DFM panel was selected and the circumstances in which each DFM might be considered.”
Gillian Hepburn: “Everyone should understand how the DFM panel was selected and the circumstances in which each DFM might be considered.”
  • Gillian Hepburn
  • 28 May 2019
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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...

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