Why use a DFM?

A discretionary fund manager (DFM) is a professional investment manager who has the authority to make investment decisions on behalf of clients, based on their financial objectives, risk tolerance, and investment preferences. This can enhance the effectiveness of the investment strategies chosen by your firm and optimize the outcomes for your clients.

One of the key advantages of using a DFM is the delegation of investment decisions to a skilled professional with in-depth knowledge of the financial markets. DFM’s have access to a wealth of resources, research, and market insights that enable them to make informed and strategic investment decisions on behalf of their clients. They can react swiftly to market changes, adjust investment strategies as needed, and monitor client portfolios continuously to ensure they remain aligned with stated investment goals.

By having a personalized and tailored approach to investment management, each investment portfolio is aligned with the long-term financial objectives of the client, looking to maximse returns while managing risk effectively. A DFM also offers the broker peace of mind and convenience by entrusting the day-to-day management of clients investments to a professional. Experience the benefits of partnering with a discretionary fund manager and take your clients investment strategies to the next level with expert guidance and tailored solutions that align with the goals of both the client and the broker.

Other Insights

UK brokers with EU resident clients

Brexit ended passporting and permissions into the EU for UK regulated intermediaries. UK brokers now need either EU licensing and/or DFM solutions to maintain relationships with their overseas clients. Our research suggests most UK brokers have only a handful of clients resident in the EU, representing a small percentage of the overall client portfolio.

Redefining Forex Trading with AI Innovation.

In the fast-paced world of forex trading, staying ahead of the curve is essential to achieving success in the global financial markets. With the advent of artificial intelligence (AI) technology, a new era of trading innovation has emerged, revolutionizing the way traders approach currency exchange. AI-powered forex trading systems are reshaping the landscape.

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    We would love to discuss your requirements, advise on how we can assist you and to hopefully partner with you on your business journey, wherever you are.

    Paul Brown

    CEO