Free ebook

The Multiplier Effect: How the Right DFM Partner Can Impact Your Bottom Line

Want to understand how the right discretionary fund manager partner can elevate your business and unlock potential? We’ve got the insight right here.

This position paper on the impact of discretionary fund management (DFM) on the operations of an adviser’s practice highlights the value of financial advice. It starts by unpacking the main challenges that advisers face today and how adding expert investment management capability through a DFM partner can delivers Investment Alpha (the expected net-of-fee outperformance relative to its peers over time); unlock Practice Alpha (the increase in practice profitability via higher revenues and lower direct costs); and enhance Adviser Alpha.

Key points include:

  • How the investment universe is expanding rapidly with volatility levels climbing.
  • How financial markets are evolving and, with it, the regulations imposed to ensure customers are treated fairly
  • How clients are changing

Download now to understand what you need to look for in a DFM partner.

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Please note: The information and scenarios discussed in this ebook are generic in nature and should not be construed as tax or legal advice. Clients should always take advice based on their personal circumstances, prior to making any changes to their tax or legal arrangements.