Discretionary Fund Management (DFM)
What is discretionary fund management?
Historically, discretionary fund management service has only been accessible for those with considerable investible assets.
Through Abacus, our clients can access DFM services at a lower than normal investment level and benefit from lower charges. Our DFM service brings with it active management of your wealth on a daily basis utilising investment experts following a proven investment process yielding consistent returns.
Bespoke to you
Abacus can also help you construct an investment portfolio suitable to your risk profile, with a range of assets and fund choices that are totally bespoke and in keeping with your needs.
DFM is available to our clients either through direct investment or through the 321 Account (minimums apply).
Clients will benefit from
Active portfolio management
Weekly adjustments to rebalance your investment portfolio to any adverse changes in markets. Access to specialist investment expertise, where your investment gains the benefit of analysts and investment managers specifically overseeing your investment
bespoke investment portfolio
The option of a bespoke investment portfolio service – to help grow capital and provide wealth protection over your chosen investment time-frame
With DFM there is no need to manage your investment portfolio daily as our specialist appointment team do this on your behalf
Quarterly reporting at no extra cost, where we will undertake a comprehensive review of your investment, including its performance in line with market expectations and performance