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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.
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.
Sanlam Onshore Bond
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Welcome to our weekly newsletter where we summarise the key market developments over the last seven days.
Sanlam Senior Portfolio Manager Paul Stevens discusses how a charity’s investment policy statement can play an important role in managing your charity’s money effectively while demonstrating good governance.
With so many options now available to deliver an investment proposition, which is best for both your clients and your business? And how can technology help? Lawrence Cook, Head of UK Intermediary Distribution, discusses the developments in the DFM and MPS markets.
For clients who want to transfer retirement assets into a flexible investment scheme and maintain their protected benefits.
We create diversified investment portfolios that are tailored to each of your clients and manage them in line with your instructions.

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