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DFM

Defaqto rating 2018
DFM Bespoke – 5 Stars
Insights
What is Discretionary Fund Management?
Discretionary Fund Management is when an investment professional known as a Discretionary Fund Manager (DFM) builds and manages a portfolio of investments on your behalf. They take into account how much you have to invest, the level of risk you are prepared to take, your financial goals, and your tax position.
News
Parmenion partners with Sanlam to extend choice for planners
Award-winning DFM and platform provider Parmenion launches Sanlam Onshore Bond.
News
2019 Private Asset Management (PAM) Awards
Sanlam last night scooped the ‘Investment Performance: High Growth Portfolio’ award at the annual Private Asset Management (PAM) awards. It is the second year running Sanlam UK has won in this category.
7IM
Sanlam Onshore Bond
Home / 7IM
Insights
Saudi oil struck, Fed cuts rates and China slows
Welcome to our weekly newsletter where we summarise the key market developments over the last seven days.
Service
Discretionary fund management
We create diversified investment portfolios that are tailored to each of your clients and manage them in line with your instructions.
Service
Managed funds
Choose from a range of award-winning funds backed by the extensive experience and resources of our investment teams.
Parmenion
Sanlam Onshore Bond

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The value of investments and any income from them can fall and you may get back less than you invested.