A Discretionary Fund Manager (DFM) provides professional and expert investment services to financial advisors, relieving them of the job of researching, choosing and blending different managers into investment portfolios for their clients. A Discretionary Fund Manager has the necessary licence and mandate to buy and sell investments on behalf of clients.
Regulation of financial advice processes, including the Financial Advisory and Intermediary Services (FAIS) Act in South Africa, has fuelled the growth of DFMs that meet financial advisors’ requirements for well-researched and managed portfolios that are matched to client needs.
Answer all your DFM questions with this 2025 guide by Blue Chip.
Free yourself to make
Free yourself to make yourgreatest impact.A sustainable and profitable financial practice is all abouttaking care of your clients’ goals and making the most ofyour time.With Investment Solutions as your DFM partner, you notonly have a powerful investment proposition for your clients,but we’ll also take care of research, analysis, reporting, andcompliance, giving you more time to guide them, coach themon good financial behaviour, and source new business.All that and unparalleled access to a wide range of localand global investment opportunities, competitive pricingand tailored solutions will help you make your greatestimpact yet, on your clients and in your practice.Let’s partner for impact.
