Wealthics | DFM Services
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DFM Services

Wealthics are pleased to announce that we have partnered with a specialist discretionary fund manager that have over £3bn in funds under management and a rich corporate heritage going back more than 100 years. Their network of 15 group offices spans four continents and includes London (Head Office), Isle of Man, San Francisco, Bermuda, Piraeus, Sydney and Shanghai.

 

They offer an industry-leading investment process and an award-winning performance record. International clients can choose from a range of model-based and fully bespoke multi-asset class portfolios across GBP, USD and EUR base currencies. Underlying investments can include active funds, low cost passive market trackers, and individual bond and equity stocks.

 

Their aim is to offer an investment solution which is tailored to the individual requirements of advisors and their clients. They can operate within most major life company bond wrappers, QROPS and international pension schemes; and provide custody arrangements or work with a number of the leading investment platform providers. They have the flexibility to establish a business model to suit and provide local visits/support as required.

Commission is available to Wealth Managers & IFA’s for using the DFM provider/service.

 

Please contact us if you would like to learn more about the DFM Services and whether it’s appropriate for you & your clients on info@wealthics.com

 

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