DFM market update 2021

by Fraser Donaldson
Insight Consultant (Funds & DFM)

April 2021

The outsourcing theme is now firmly embedded and the DFM market update is designed to help advisers keep up to date with the evolving DFM market.

The last DFM market overview we published was back in 2016. Our latest market update is designed to help advisers keep up-to-date with this evolving market.

The learning objectives in this publication are:

  • Help advisers to clarify what good looks like in terms of quality and suitability
  • Provide the tools required to establish a consistent and robust method of DFM selection
  • Help advisers make the most of regulatory changes and incorporate them into their due diligence and client relationships

The document is accredited by the CII/PFS and CISI for up to 60 minutes of structured CPD.

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