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DFM service for Advisers

Interest in the Cantab Discretionary Fund Management offering for IFAs is increasing as a number of firms have taken up Cantab's service. The service was launched at the start of 2017 and is available on Transact, Standard Life, Cofunds and Novia. Other platforms are being added at the moment due to demand.

The DFM service gives Advisers access to some of the top performance in the country, as evidenced by Cantab Asset Management coming out top in the 2016 FT Private Client Wealth Management Guide.

Cantab Asset Management offers two core services to financial advisers, releasing time to focus on financial planning. The Managed Portfolio Service (MPS) is available for portfolios between £100k and £500k, and the Bespoke Portfolio Service (BPS) is suitable for clients with portfolios over £500k.

David Saunderson, Chief Executive, said, 'we are delighted to be serving the IFA community with top performance and low costs in a truly independent manner.'

Further information can be found here:

Do call Cantab Asset Management on 01223 52 2000 if you would like to explore using the DFM service for your clients.