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DFM

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Defaqto rating 2018
DFM Bespoke – 5 Stars
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What is Discretionary Fund Management?
Discretionary Fund Management is when an investment professional known as a Discretionary Fund Manager (DFM) builds and manages a portfolio of investments on your behalf. They take into account how much you have to invest, the level of risk you are prepared to take, your financial goals, and your tax position.
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Niral Parekh
Managing Director of Financial Planning
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Service
Discretionary fund management
We create diversified investment portfolios that are tailored to each of your clients and manage them in line with your instructions.
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The value of investments and any income from them can fall and you may get back less than you invested.