OUR DFM SERVICES

Why use a DFM
 

We appreciate that devoting sufficient time to your clients’ investments, both at the initial recommendation stage and in the ongoing monitoring of portfolios, is becoming increasingly difficult and time consuming. Investment advice can be complex and a portfolio of great investments is not necessarily the same as a great portfolio. There is a plethora of funds to choose from in the marketplace, as well as more complex investments which may not be available to the retail market. Research takes time and an extensive amount of resource. Working with a discretionary fund manager (DFM) can be an ideal solution for advisers who are looking to outsource the day-to-day asset allocation and fund selection decisions, allowing more time to focus on your clients’ financial planning requirements. 

 
Our DFM Services

The relationship between the DFM, adviser and client is of paramount importance in understanding the needs of your client. We recognise that one size does not fit all. We will work with you to understand your client book and advice practice. Our DFM service offers bespoke portfolio management, portfolio reporting and consolidated client reporting. 

Portfolio Management

 

Portfolio management is executed through the development of your own bespoke portfolios or the use of our in-house portfolios across all major investment platforms. 

All the portfolios are:

  • Multi managed

  • Multi strategy

  • Risk profiled

  • Time profiled

  • Co-branded if it is bespoke portfolios

Portfolio Reporting

 

Through our portfolio reporting we empower advisors with information, market research, analysis and feedback on our portfolios.

The following features can be accessed via our online portfolio reporting portal:

  • Monthly portfolio factsheets and market review

  • Client investment mandate

  • Quarterly market commentary and research

  • Quarterly portfolio reports and X-Rays

  • Your practice portfolio asset analysis

Consolidated Client Reporting

 

Elevate your advice practice from the rest of the competition. We consolidate your clients statements across various investment platforms.

The following features can be accessed via our online client reporting portal:

  • The consolidated client statements

  • The statement are branded for your practice

  • Statement can be bulk forwarded to your clients

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© 2023 by Sequoia Capital Management

An authorised financial service provider, FSP 49393