Does brand matter when selecting a DFM?

Does brand matter when selecting a DFM?

Companies have long grappled with the question of what their brands mean to their customers – and this is no different for discretionary fund managers (DFMs) and advisers alike. At DISCUS we have given a lot of thought to the importance of brand when an adviser...
Will the Chancellor Take AIM on 29th October?

Will the Chancellor Take AIM on 29th October?

Monday October 29 has been set as the date for the Autumn Statement and one of the eagerly awaited parts of this for financial advisers could be an announcement to changes to Inheritance Tax (IHT), as a result of the review by the Office of Tax Simplification. There...
Absolute return strategies: horses for courses

Absolute return strategies: horses for courses

Absolute return strategies have been under the spotlight recently. However a key question is ‘to what extent are the funds similar in their management, outcomes and responses to market conditions?’ Ruffer is one of our more recent DFM partners and their portfolios...