Discretionary Fund Management

Discretionary fund management (DFM) is where the decision to buy or sell investments is made by an asset portfolio manager on an investor's behalf

Wren Sterling’s DFM options

Following an assessment of your needs, your financial planner may recommend a third party discretionary fund manager to choose your investments and manage them. Whilst your financial planner will retain the responsibility for your financial planning requirements, the chosen discretionary fund manager will focus on increasing the returns from your investments using guidelines that you are comfortable with and have agreed in advance.

Wren Sterling is an independent financial advisory business. This means we recommend the most suitable investment solution for our clients from across the market. We do due diligence to ensure that the discretionary fund managers we select can be trusted with our clients’ money and have a good track record.

When investing, it’s important to remember that the value of your investments can go down as well as up and you may get back less than you invested.


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Why use a DFM?

One of the main benefits of using a DFM is that the investment manager can make timely investment decisions without seeking your authority. It also takes away the time burden of managing funds for investors.

On the downside, costs can be higher than other investment options, so when we build your recommendations, we strike a balance between your objectives and the costs of executing our recommended strategy. All costs and charges are disclosed to Wren Sterling clients before any decisions are taken on your behalf.


Speak to us about your portfolio today