Discretionary Fund Management (DFM)
Over the last 30 years, we have built up many relationships with investment houses, insurance companies, solicitors, accountants and stockbrokers.
As truly independent advisers we research the best the market has to offer in order to provide best-of-breed, tailor made, understandable and workable solutions. We then make sure our clients continue to have the best fit and suggest alterations that may improve their situation along the way.
DFM is now the Gold Standard in terms of investment solutions and with that in mind, we have negotiated special terms with a number of award winning providers who already manage large portfolios on our behalf.
DFM portfolios include many asset classes not available in historic portfolio construction and may include Unit Trusts and OEICs commonly known as Collectives, Property, Corporate Bonds, Gilts, Fixed Interest and Hedging Instruments. They also allow for the inclusion of real assets and in some cases single company shares in order to create greater diversity in times of volatile markets.
This type if portfolio management requires very little input from the investor as many of the investment decisions are made on the client’s behalf. This is therefore ideal for those who do wish to get directly involved in the decision making process but require class leading performance.
As advisers, we are constantly in discussion in order to understand the rationale and to review their performance both against the markets and their peer group. We quarterly updates and an annual report recommending any changes we think are appropriate. At the same time, we review your capacity for risk and re-assess your financial position, working within tax allowances.
