The world of discretionary fund management (DFM) has boomed over the last decade with almost half of UK advisers now using the services of a third-party investment specialist, yet very little is known about the value or impact the model has had on adviser businesses.
The world of discretionary fund management (DFM) has boomed over the last decade with almost half of UK advisers now using the services of a third-party investment specialist, yet very little is known about the value or impact the model has had on adviser businesses. However, a report commissioned by Rathbones, The Value of Discretionary Fund Management, has found a number of key benefits. Rathbones teamed up with independent financial services research consultancy CoreData and surveyed 100 advisers, both those who had embraced DFM and those who hadn't made the switch. This gallery...
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