Skip to content
International Adviser
  • Contact
  • Login
  • Subscribe
  • Regions
    • United Kingdom
    • Middle East
    • Europe
    • Asia
    • Africa
    • North America
    • Latin America
  • Industry
    • Tax & Regulation
    • Products
    • Life
    • Health & Protection
    • People Moves
    • Companies
    • Offshore Bonds
    • Retirement
    • Technology
    • Platforms
  • Investment
    • Equities
    • Fixed Income
    • Alternatives
    • Multi Asset
    • Property
    • Macro Views
    • Structured Products
    • Emerging Markets
    • Commodities
  • IA 100
  • Best Practice
    • Best Practice News
    • Best Practice Awards
  • Media
    • Video
    • Podcast
  • Directory
  • My IA
    • Events
    • IA Tax Panel
    • IA Intermediary Panel
    • About IA

ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

SIGN IN INTERNATIONAL ADVISER

Access full content on the International Adviser site, access your saved articles, control email preferences and amend your account details

[login-with-ajax]
Not Registered?

rdr driving shift to dfms defaqto

15 Mar 12

With the implementation of the Retail Distribution Review set to take place at the start of next year, two-fifths of platform users in the UK are outsourcing some or all of their investment process, according to a survey of 345 people by independent research company Defaqto.

With the implementation of the Retail Distribution Review set to take place at the start of next year, two-fifths of platform users in the UK are outsourcing some or all of their investment process, according to a survey of 345 people by independent research company Defaqto.

Of these respondents, about half said they were using a discretionary fund manager (DFM). Defaqto has previously noted that DFMs are increasingly targeting the retail market in the run-up to the RDR, by launching unitised funds with minimum investments as little as £1,000.

According to Defaqto, by employing a DFM, advisers are effectively entering into a long-term business relationship, making due diligence an important consideration. Defaqto has created an RDR Zone on its website, which is designed to assist advisers as they prepare for 2013.

Tags: Defaqto | RDR

Share this article
Follow by Email
Facebook
fb-share-icon
X (Twitter)
Post on X
LinkedIn
Share

Related Stories

  • Avaloq and BTA Finance deal.

    Industry

    Brooks Macdonald appointed official wealth management partner of BAFTA

    Companies

    Premier Miton appoints new NED and chair to succeed Robert Colthorpe

  • Latest news

    UK government confirms pre-1997 indexation for PPF members

    Europe

    Hoxton Wealth: Two overlooked measures in UK Budget that could impact expats


NEWSLETTER

Sign Up for International
Adviser Daily Newsletter

subscribe

  • View site map
  • Privacy Policy
  • Terms and Conditions
  • Contact

Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.