As an adviser, why would I use a DFM service ?
An adviser can gain access to an array of investment options for their clients. A DFM has the capabilities to access detailed research for a large number of investment products and apply asset allocation that follows a proven methodology. The value to this approach is demonstrated when markets are volatile and where defined asset allocation and stock selection can have a positive impact on performance. A DFM Service also offers access to a broader investment universe. They can access investments that individuals and financial advisors simply cannot. The use of a DFM Service also means an adviser can dedicate more time to clients, generate new business, and benefit from the expertise of an experienced and highly qualified investment manager making the investment decisions.