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
Centralised intelligence agency
Custom-made or off-the-shelf?
Joint MD with former HSBC global head of wealth insurance
Annual Defaqto survey
Set to continue acquisitions in 2018
'Closet tracker’ debate
Mitigating concentrated equity positions
Most recently of Sanlam FOUR
DFM service review
CISI's Jacqueline Lockie
OCF of 0.4% to 0.6%
Starting with Novia and Transact
10% of new DFM money in past year
'10% rule' and disclosure
PwC appointed by High Court