Advisers should be aware that their clients may be unreasonably seduced by the idea that a bespoke discretionary fund managed (DFM) portfolio is 'created especially for them', according to one asset manager.
Jupiter has promoted Mike Buhl-Nielsen to lead manager on its Europa fund as Stephen Pearson steps back to focus on his deputy chief investment officer responsibilities.
There are many things firms can do to ensure attitude-to-risk alignment with their discretionary fund manager (DFM), writes Karen Bond, director at consultants Walbrook Partners...
Brendan Llewellyn, owner of Marketing Edge and director of Adviser Home, is our Armchair critic, offering an alternative take on all things financial services. In his first column, he asks: why do we have names for products which mean little to the people they're targeted at?
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