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What value do Discretionary Fund Managers (DFMs) really add? I’ve managed my client portfolios for years

DFMs have access to a much more diverse investment universe and have specialist Research teams and dedicated Investment Managers. This lets them focus on the pro-active management of your client’s portfolio releasing time for you to address each client’s broader financial needs.

The value of your investments and the income from them can fall and you may not recover what you invested.