12 Top Advisors from across the country were asked which Discretionary Fund Managers (DFMs) they used and why. Having built up our DFM options, Roy Durrant and David Coleman regularly review who we chose to work with to make sure our clients are getting the right service and the best value for money.
Once they are happy the required standard is met, they use FE Analytics to plot all of their different performances on a like-for-like basis over different timescales. Value for money tops the list for what the firm looks for in its investment management partner, as does proven expertise with a proactive rather than reactive approach to investment, said – Holly Heald
