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The problem with DFMs: Who is the client?

In my experience, an ever-greater number of advisers and planners are choosing to outsource investment management, allowing them to focus on what they do best; advise and plan.

Developing a Centralised Investment Proposition and outsourcing investment management to a Discretionary Fund Manager (DFM) is clearly one option that’s becoming more popular:

Defaqto’s Adviser Survey found earlier this year that among the advisers […]

Beaufort Analysis 259 – Are we nearly there yet?

Last week was an emotional roller coaster for all those involved with Brexit negotiations.
On Monday, negotiations started well, but stalled towards the end of the session. It was first thought and later proved that the UK’s Irish connection caused the breakdown; as the Democratic Unionist Party (DUP) wants to leave the EU on the same terms as the UK. The […]

Beaufort Analysis 258 – UK banks cross the line

In the UK, all seven banks passed the annual stress test with no further instruction from the Bank of England (BoE) for additional provision or change to strategy. Stress test scenarios are reviewed each year but the scenario for 2017 was based on an event worse than the Great Financial Crisis (GFC) and factored in some of the following assumptions; […]

Emma Clarke wins Fund Analyst of the Year at Women in Investment awards

Emma Clarke, Senior Investment Analyst at Beaufort Investment Management, has been named Fund Analyst of the Year . The prestigious award was presented to Emma at last night’s Women in Investment awards, a glittering ceremony that took place in London, attended by the investment industry’s leading lights.

Executive Chairman of the Beaufort Group, said: ” We are delighted that Emma has […]

Beaufort Analysis 257 – All Change

Like the vast majority of our weekly analyses this year, politics once again take the spotlight.  The German coalition has stalled with the Free Democrats pulling out of talks with Angela Merkel.  It looks possible that Germany may be heading back to the polls after Chancellor Merkel suggested a new election would be the preferred outcome but one that may […]


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