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DISCRETIONARY FUND MANAGERS

Regulations related to the distribution of financial products and the provision of financial advice has seen the role of discretionary fund managers (DFMs) becoming increasingly important.

DFMs are independent investment experts who make investment decisions on behalf of financial advisers who mandate them to act for clients.

DFMs have been critical in improving the reputation of the advice industry as they have strong values about client return and they help advisers create better service to clients. In the UK, DFMs have also been responsible for driving down fund manager fees as they are able to exert greater influence than individual clients given the amount of assets under management they have.

A range of investment planning solutions is available through our International Investment Platform. Discretionary Fund Managers can be onboarded by introducing the Discretionary Fund Manager directly to Gravitas Finance LLC.

DISCRETIONARY FUND MANAGERS

Regulations related to the distribution of financial products and the provision of financial advice has seen the role of discretionary fund managers (DFMs) becoming increasingly important.

DFMs are independent investment experts who make investment decisions on behalf of financial advisers who mandate them to act for clients.

DFMs are independent investment experts who make investment decisions on behalf of financial advisers who mandate them to act for clients.

DFMs have been critical in improving the reputation of the advice industry as they have strong values about client return and they help advisers create better service to clients. In the UK, DFMs have also been responsible for driving down fund manager fees as they are able to exert greater influence than individual clients given the amount of assets under management they have.

A range of investment planning solutions is available through our International Investment Platform. Discretionary Fund Managers can be onboarded by introducing the Discretionary Fund Manager directly to Gravitas Finance LLC.

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