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...
£116.8m of benefits received by customers
Spent 13 years at JPMAM
Headed by Ben Palmer and Edward Park
Consults on regulation and innovation in green finance
13 studies begun since April 2013