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Wading through DFM alphabet soup with Justin Urquhart Stewart

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Wading through DFM alphabet soup with Justin Urquhart Stewart

Wading through DFM alphabet soup with Justin Urquhart Stewart

Last week New Model Adviser® and our sister title Wealth Manager published the findings of our research into 10 managed portfolio services and what they offered to advisers.  

We found that performance is difficult to compare, charges are presented in different formats and some portfolios are labelled in the wrong risk category.

Joining us to discuss our findings, and the state of discretionary fund managers (DFMs) was Justin Urquhart Stewart. Very few people are better equipped to discuss DFMs than the Seven Investment Management (7IM) founding partner, who has seen it all in his long career.

He discussed hidden charges, unclear comparisons and why the regulator is behind the curve on DFMs. 

We really had to prepare for this one. Belt and braces...

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