Discretionary Fund Management
Experience a seamless investment partnership without additional costs.
Focus On Serving Your Clients
By partnering with a Discretionary Fund Manager, you can concentrate on your core strengths: providing exceptional financial advice and creating an outstanding experience for your clients.
With an entire team dedicated to managing your investments, you'll have the freedom to cultivate strong client relationships and drive significant AUM growth in your firm – all at no extra cost.
Join the Ranks of Professional Wealth Practices
Recent market research by NMG Consulting, published in November 2022, reveals that most advisors in the South African retail market are already utilizing a Discretionary Fund Management partner. Stay ahead of the curve and elevate your practice with a DFM partnership.
The Benefits of Our DFM Services
Enhance Your Offering with Customized Solutions
By partnering with our Discretionary Fund Management services, you gain access to a wide array of personalized and innovative investment solutions tailored to meet your clients' unique financial goals and risk appetites. Our team of experienced professionals work closely with you to create bespoke portfolios that align with your clients' needs and expectations, allowing you to provide a truly customized experience.
Access to In-Depth Market Research and Analysis
Our Discretionary Fund Management services grant you access to comprehensive market research, economic forecasts, and in-depth analysis conducted by our dedicated team of experts. By keeping you informed of the latest market trends and insights, you can make better-informed decisions and recommendations for your clients, ensuring they are well-positioned to navigate any market conditions.
Robust Risk Management and Compliance
Our Discretionary Fund Management services adhere to stringent risk management and compliance processes, ensuring that your client's investments are managed in line with the highest industry standards. We continuously monitor and review investment strategies to ensure that they remain suitable for your clients, giving you the confidence and peace of mind that their wealth is being managed responsibly.
Seamless Integration with Your Existing Practice
Our DFM services are designed to integrate smoothly with your existing wealth management practice. We offer a range of support services, including streamlined reporting, dedicated relationship management, and ongoing advisor education to ensure that the partnership is both efficient and productive. By working together, we can help you enhance your client's investment experience and strengthen your practice's reputation.
Award-Winning Performance
At TRG, we take immense pride in our fund management process. Our transparent, easy-to-understand strategies have consistently delivered award-winning risk-adjusted performance. With our Discretionary Fund Management services, you can offer your clients the benefits of our proven expertise.
Get the most and download our DFM Summary Mailer below.
