Rebecca Murphy, director at North Investment Partners, outlines the initial due diligence considerations when choosing a discretionary fund manager.
Building the right investment proposition and a robust operational infrastructure is essential for any adviser firm. These elements are the cornerstones of both growth potential and the future value of the firm. Furthermore, clients have a right to feel confident their needs are being met and that the supervision of their financial affairs, directly or indirectly, is uppermost in their adviser’s mind at all times. Clients need to believe they are not just paying for, but receiving, high quality service and that the investments recommended can consistently meet their needs. The inve...
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