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Rathbones: The value of DFM

DFM update for Financial Advisers and Paraplanners

25 Sep 2019

Rathbones: The value of DFM

While partnering with a Discretionary Fund Manager is an established investment discipline, there’s been virtually no hard data on how advisers who’ve adopted it have performed against non-adopters. 

Have adopters enjoyed greater revenues over non-adopters?

How has adoption impacted client trust?

We commissioned research specialist Coredata to undertake an adviser survey to understand these (and more) key issues. You can see the results for yourself in the final chapter of ‘The value of discretionary fund management’, which has just been released

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