FASA 2023
DFMs
Discretionary fund management
Amid the recent volatility across a range of asset classes, discretionary fund managers are the trusted partner that financial advisers choose to safeguard and grow their clients’ savings.
Not only are investment markets facing geopolitical tensions and economic uncertainty, but the DFM market itself is seeing new entrants as well as merger and acquisition activity.
At times like these, the role of a DFM and their relationship with financial advisers is more important than ever, and the role of a DFM goes beyond simply constructing a well-balanced portfolio.
Without the support of advisers, there is no Tatton.
One of the companies that has succeeded in delivering five-star service in 2023 is Tatton Investment Management.
Justine Randall, chief commercial officer at Tatton, said: “Working in partnership with IFAs is central to our proposition, and service is embedded in Tatton’s culture.
“We will always go the extra mile, because without the support of advisers, there is no Tatton.
“We take enormous pride that we now work with more than 800 advice firms, and we will continue to work exceptionally hard to ensure we remain integral to their business and deliver the consistent investment returns their clients expect.”
The rankings
Five stars
- EQ Investors
- IBOSS
- Investec Wealth
- M&G Wealth Investments
- Tatton Asset Management
- True Potential
Four stars
- 7IM
- Charles Stanley
- Evelyn Partners (formerly Tilney Smith & Williamson)
- FE Investments
- LGT Wealth Management
- Quilter Cheviot
- Rathbones
- RBC Brewin Dolphin
Three stars
- Brooks Macdonald
- Close Brothers
- Hawksmoor
- Parmenion
- Waverton Investment Management
Two star
- Abrdn Standard Capital
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