Fees 0.1% per annum or £20 per month
Through sister firm Avellemy
Thesis to move under Sanlam brand
Combined assets of $175m
30 years' experience
Joined firm in 1997
IHT mitigation services
Shift in attitude
Annual fee 0.9%.
Nine risk-rated portfolios
RDR the catalyst for DFM growth
Decumulation panel debate
An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client
Start with customer requirements
One-quarter of financial advisers have seen a pay rise greater than 10% after adopting the use of a discretionary fund manager (DFM), research for Rathbones undertaken by CoreData has suggested.
'Straightforward exit option'
35 DFMs have subscribed
In-house portfolios remain most popular
Launched in June
DFM collapsed in March