Choose from a wide range of Managed Portfolios, including our three exclusive DFM Model Portfolios for Fusion Wealth.
Discretionary Investment Management (DFM) service which provides clients with a portfolio directly invested in UK equities and bonds, with collectives providing the international, commercial property and alternative/specialist fund exposure.
Our DFM Model Portfolios have three investment strategies that aim to out-perform the relevant WMA benchmark. The asset allocation is broadly based on the relevant WMA Index with some flexibility to move outside the benchmark asset allocations.
Get in touch with your local Intermediary Sales team to discuss our wide range of services and how we can work with you and your clients.
0207 739 8200 (Open Mon-Fri, 9am-5pm)