As discretionaries begin working more closely with platforms, Brewin Dolphin's head of managed investment services Gareth Johnson examines the mechanics of the DFM dating game.
"It is what's on the inside that counts," says every parent to their children as they try to navigate them away from the frivolity of choosing a lifelong partner based on aesthetics. Those worldly-wise parents realise that a successful relationship will be built on shared interests, values, and a commitment to work through the good times and the bad. As those blonde-haired, blue-eyed platforms continue to flutter their eyelashes at us handsome DFMs, we should remember those words of our parents. As I interact with the heads of platforms, it strikes me there are three approaches to pl...
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