Discretionary Fund Managers

A number of our clients seek to use the services of a Discretionary Fund Manager.

Reasons may include the ability to have in-depth conversations about investment markets and fund performance, the opportunity to have personal views included in the portfolio construction or a requirement to have the portfolio include or exclude particular assets.

Advanta have established excellent working relationships with a select group of Discretionary Funds Managers. We are able to collaborate with each Fund Manager within this group to ensure that there is a seamless approach to implementing and reviewing our clients’ Wealth Management Plans.

Discretionary Fund Management is generally only considered for portfolios in excess of £100,000 and can add additional costs to fund management. Advanta are able to introduce clients to managers whose style is best matched to their specific client needs.

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