With Aegon, you have access to a number of discretionary fund managers (DFMs). This lets you outsource investment management to dedicated specialists, so you can focus on matching your clients with the investment strategies that meet their savings needs.
Using DFMs on our platform – what it offers your business
Enhances your client offering - Outsource investment decisions to experts so you can focus on your clients' goals.
Lets you work more efficiently - Investment permissions are granted up front, so there's no need to refer to your clients every time the DFM makes portfolio changes. We'll also administer DFM payments, so you don't have to.
Reduces your business risk - You delegate responsibility for investments to your chosen DFM, which means you only have to worry about choosing the right one.
Gives your DFM partners the tools to deliver - Our platform helps the DFMs do the best job they can for your clients. It lets them access a huge range of investments, gives them tools to monitor portfolios easily and offers the ability to add new investments quickly when they come to market.
Please note, Aegon doesn’t recommend or endorse any DFM providers.
Speak to your usual Aegon contact to find out more.