Blue Chip DFM Guide - A Guide To Discretionary Fund Managers In South Africa
The role of Discretionary Fund Managers (DFMs) in financial planning is evolving rapidly, offering financial advisors innovative ways to enhance portfolio management and client outcomes.
In the latest edition of the Blue Chip DFM Guide 2025, Marius van der Merwe shares his expert perspective on how DFMs are transforming investment strategies, improving efficiencies, and delivering tailored financial solutions.
His insights provide a valuable look at the advantages of working with a DFM and how this partnership can empower financial advisors to better serve their clients.
🔍 Key takeaways from his insights:
✅ What makes a DFM distinctive?
✅ Who should consider a DFM?
✅ The role a DFM plays in improving client outcomes.
📖 Read the full article on Page 17 of the DFM Guide 2025.
Download DFM Guide - A guide to Discretionary Fund Managers in South Africa here