We’ve been active in the market for over 15 years, and we’ve built up a wealth of experience in that time. We support advisers looking to outsource the investment recommendation process - by delegating investment management to a discretionary fund manager.
We have a carefully selected panel of eight top Discretionary Fund Managers. With our purchasing power, we offer excellent value and discounted fees from the fund managers.
We have a strong investment governance ethos with a thorough on-boarding process for new Discretionary Fund Managers. It’s also supported by our annual due diligence reviews.
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