Discretionary Fund Management (DFM) for Advisers

Discretionary Fund Management (DFM) is a professional investment management service where investment decisions are made on behalf of clients by experienced portfolio managers, based on pre-agreed investment objectives and risk parameters.

At Ensue Global Asset Management, our DFM service provides financial advisers with a comprehensive investment management solution that allows you to focus on financial planning while we handle the day-to-day investment decisions.

How Our DFM Service Works

• Client Profiling: You establish the client's risk profile and investment objectives
• Portfolio Construction: Our expert team builds tailored portfolios
• Ongoing Management: Continuous monitoring and adjustments
• Regular Reporting: Comprehensive performance updates
• Client Relationship: You remain the primary point of contact

1. Collaborative Onboarding

We work closely with you to understand each client's unique circumstances, ensuring alignment between our investment strategy and your financial advice.

2. Tailored Investment Solutions

From conservative income portfolios to growth-oriented strategies, we offer a range of solutions to match diverse client needs.

3. Transparent Communication

Regular portfolio reviews, market updates, and comprehensive reporting ensure you're always informed about your clients' investments.

4. Dedicated Support Team

Your assigned DFM relationship manager provides ongoing support and serves as your direct contact for all investment-related matters.