Launching a DFM: Five key questions

As conditions for growth become less favourable—and the cost of delivering advice that meets the demands of clients and the regulator continues to rise—should you consider launching a discretionary fund management (DFM) business? 

It’s certainly a strategic initiative we’ve seen gain traction in recent years. As well as giving you greater control over the client experience and outcomes, launching a DFM provides commercial benefits, insofar as it allows you to capture an additional part of your value chain. 

That said, launching a DFM won’t be right for everyone. In this paper—which was written in collaboration with two of our clients, as well as compliance consultancy, threesixty services LLP—we outline the five key questions to consider when launching your own DFM business.

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