While partnering with a Discretionary Fund Manager is an established option for advisers, there’s been virtually no hard data on how advisers who’ve adopted it have performed against non-adopters.
How has adoption impacted client investment performance?
How has adoption impacted client trust?
How has adoption of a DFM affected the adviser’s use of time?
Have adopters enjoyed greater revenues over non-adopters?
Rathbones commissioned research specialist Coredata to undertake an adviser survey to understand these (and more) key issues.
You can see the results for yourself in the final chapter of ‘The value of discretionary fund management’, which has just been released.
Download the report now