Some may hold the view discretionary fund management is a Trojan horse seeking the fall of advisory kingdoms but, argues James Goward, it is more a division of labour creating scale and better results for both businesses
Some advisers worry that, by working with wealth managers, they run the risk of clients being poached. In reality, however, most discretionary fund managers (DFMs) are focused on forging relationships...
EIS and Seed EIS sectors
'Truly making a difference'
Avoidance, evasion and non-compliance
From 6 April 2019