With the term 'DFM' being used so loosely these days, says Mike Webb, the challenge for advisers is to be absolutely clear what type of offering they are engaging with and whether it is the right choice for their clients
We have all witnessed the big shift toward the delegation of investment decisions as ever-increasing numbers of advisers move to a more holistic approach. As demand has grown, so has the number of services...
Ceremony on 29 November
Robo-advisers manage £1.7bn in total
Closing in 2020
Second of five videos with Cazenove Capital’s DFM team