The great DFM debate

Money Marketing hosted a live debate on how to outsource investment management while keeping clients at the heart of your advice business.

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Our expert panel, including Gbi2’s Graham Bentley, Signpost Financial Planning’s Nigel McTear and investment managers from Charles Stanley, discussed how advisers can keep control over their relationships and how DFMs can work with IFAs to hit upon bespoke solutions.

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Money Marketing’s DFM & Outsourced Fund Solution Centre

Browse our directory of Discretionary Fund Managers, to manage your client portfolios, and Fund Providers, to search for a suitable one-stop shop fund solution.

Charles Stanley & Co Limited

Charles Stanley works with you as an extension to your own offering. We understand the challenges that Financial Advisers face in a continually changing world; meanwhile investors increasingly rely on you to make sense of the complex world of finance. Finding the right investment support to help you manage your client relationships and build your business is more important than ever. Our Bespoke Discretionary Managed service is designed to give you the time to look after the personal and professional relationships with your clients whilst we, operating within your agreed parameters, take over the responsibility of looking after your clients’ investments. You can have peace of mind that your manager is the same person that invests for you, meaning you speak to the person that is directly responsible for each client’s portfolio. All our Investment Managers have the support of a central team of researchers and specialists.

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