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Discretionary Fund Management

A Discretionary Fund Manager or 'DFM' model, as it is commonly referred to, is an investing approach whereby an appointed professional exercises discretion to buy and sell investments on a client's behalf.

A DFM model can be appropriate for all clients, but especially retail clients, who wish to have their investments managed by a professional. A DFM model can be highly personalised around a client's objectives along with their appetite and capacity for risk.

This is the contrasting approach is to an advisory mandate whereby clients are required approve all recommendations from their adviser.

This approach has many benefits making it an extremely popular model among clients. The structure ensures a client's professional fund manager can act with time-efficiency where required. For clients who have a limited market knowledge, or do not have a desire to be part of the decision-making process, this model is often the most suitable.

By appointing a Discretionary Fund Manager, you can rest assured that your portfolio is benefiting from constant professional monitoring, with the expectation to achieve industry leading results.

 

The above Services are provided through Affiliated Companies. Should you be interested in any of these services, Acuma LLC will refer you and pass on your details to the appropriate contacts at these services.

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Acuma’s Public Relations Department deals with all areas of the media and external communications including international, national, regional, local, trade, consumer, print, broadcast, social and online. The Department aims to provide a helpful service to journalists, broadcasters and editors, amongst others, and reply to all media enquiries, including urgent enquiries out of hours, within agreed deadlines. Our press office does not have access to client details and will not be able to assist with individual client enquiries. Please contact Head of Media and Public Relations for deVere Group on [email protected] or call +44 2071220925.