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DFM Guide- A guide to Discretionary Fund Managers in South Africa

  • Text
  • Advisors
  • Dfms
  • Solutions
  • Portfolios
  • Asset
  • Portfolio
  • Managers
  • Investments
  • Discretionary
  • Funds
  • Ebook
  • Discretionary fund managers
  • Financial planning
  • Wealth management
  • Financial planners
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.

Fuellingthe success

Fuellingthe success oftop financialadvisersThe Future of Investment Management. Today.portfoliometrix.comPortfolioMetrix Asset Management SA (Pty) Ltd is an Authorised Financial Services Provider, FSP number: 42383

With PortfolioMetrix as an investment partner, advisers are freefrom the distractions that hold them back, giving them the space toachieve their full potential.We are a global investment management and technology partnerto financial professionals, with a focus on high-performing advisersand specialist multi-managers.Financial advisers benefit from our abilityto customise portfolios and from ourproprietary WealthExplorer️ technology,which enhances adviser effectiveness,business efficiency and the client journey.PortfolioMetrix manages over R90 billion,and employs 65 people in offices in London,Johannesburg, Dublin, and Cape Town.AUMMar 2011Dec 2024WealthExplorer We achieve consistent, market-leadinginvestment outcomes through our precisionengineeredportfolios, and have beenrecognised by the industry, our peers andfinancial advisers through multiple awards,which span investment outcomes, best DFMservices, best technology, best client service,and best risk profiling service.JOHANNESBURGSOUTH AFRICACAPE TOWNSOUTH AFRICALONDONUNITED KINGDOMDUBLINIRELANDt. +27 10 448 1400e. infoSA@portfoliometrix.comt. +27 82 496 2545e. infoSA@portfoliometrix.comt. +44 207 965 7533e. infoUK@portfoliometrix.comt. +353 1 539 7244e. infoIE@portfoliometrix.comPortfolioMetrix Asset Management SA (Pty) Ltd is an Authorised Financial Services Provider, FSP number: 42383

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