A Discretionary Fund Manager or ‘DFM’ exercises their professional discretion to buy and sell investments on your behalf.
This is in contrast to an advisory mandate in which you, as the client, are asked to approve recommendations in advance.
Discretionary Fund Managers argue that their autonomy enables them to:
✔ Rapidly react to market conditions.
✔ Outperform benchmarks.
✔ Provide highly bespoke solutions.
✔ Demonstrate individual expertise in stock picking.
✔ Re-balance whenever required.
At PWG group we have a close relationship with Vivante, a discretionary fund manager. You can learn more about Vivante here: https://www.vivanteam.com/
Vivante Asset Managers provides you with discretionary investment management services. Their core value proposition includes robust long-term strategies based on in-depth market knowledge, outcomes-based investing, quantified value creation, while considering cost and operational impacts. Their Customer-Centric Financial Services Solutions lays the foundation of their passion in growth and ethical business practices.
Vivante’s investment philosophy is centred around capital preservation, and they believe that managing risk, as opposed to returns, is the most effective way to deliver on their clients’ investment objectives. By minimising capital losses and compounding positive returns, they can ensure superior, consistent, and stable returns. The compounded effect of these returns over time leads to long-term wealth creation.
Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. should you need any advice with regards to or our suite of products, services, and solutions.
Author: Anton Schutte: Talent and Recruitment Manager and Certified Financial Planner®: PWG Group