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Defaqto DFM service review 2018

Defaqto DFM service review 2018

Defaqto finds Parmenion preferred DFM for MPS for the second year running

The latest Defaqto DFM service review is now available, providing interesting insight into the DFM market. We are delighted to be joint first for Adviser’s preferred DFM for MPS, as well as ranking first in 9 out of 14 satisfaction categories.

This independent review, available for free from Defaqto, is a great resource to support your due diligence process. To download, simply sign in or join for free by clicking the button below:

How did Parmenion fare?

Satisfaction category 1st 2nd 3rd
Provider financial strength and resource Parmenion Capital Partners
Brewin Dolphin
Brooks Macdonald Asset Management
Investec Wealth & Investment
LGT Vestra
Old Mutual Wealth
Rathbone Investment Management
n/a n/a
Provider brand Brewin Dolphin
Brooks Macdonald Asset Management
Cazenove Capital Management
Octopus Investments Old Mutual Wealth
Rathbone Investment Management
n/a n/a
Client on-boarding Parmenion Capital Partners Brooks Macdonald Asset Management Brewin Dolphin
Existing business administration Parmenion Capital Partners
Brooks Macdonald Asset Management
Cazenove Capital Management
n/a n/a
Investment flexibility – range of assets Brooks Macdonald Asset Management
Cazenove Capital Management
LGT Vestra
Old Mutual Wealth
n/a n/a
Investment flexibility – range of options Parmenion Capital Partners
Brooks Macdonald Asset Management
LGT Vestra
Old Mutual Wealth
n/a n/a
Remuneration Parmenion Capital Partners Rathbone Investment Management Cazenove Capital Management
Service Parmenion Capital Partners
Brewin Dolphin
Brooks Macdonald Asset Management
Old Mutual Wealth
n/a n/a
Online facilities Parmenion Capital Partners
Old Mutual Wealth
n/a Rathbone Investment Management
Accessibility LGT Vestra Investec Wealth & Investment Parmenion Capital Partners
Quality of staff – administration Parmenion Capital Partners
Brooks Macdonald Asset Management
Cazenove Capital Management
Investec Wealth & Investment
Old Mutual Wealth
Rathbone Investment Management
n/a n/a
Quality of staff – investment Brewin Dolphin
Brooks Macdonald Asset Management
Investec Wealth & Investment
Quilter Cheviot
n/a n/a
Quality of literature Brooks Macdonald Asset Management
Octopus Investments
n/a Parmenion Capital Partners
Ease of doing business Parmenion Capital Partners
Brooks Macdonald Asset Management
Old Mutual Wealth
n/a n/a

 



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