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.
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