Spotlight on DFMs: Charles Stanley talks bespoke deals and perfect partners

Money Marketing recently hosted an expert panel debate on the future of DFMs. We caught up with Charles Stanley senior investment manager Louis Coke after the discussion to take a deeper dive into getting bespoke deals right and what advisers should look for in their perfect partner.

Money Marketing will soon launch a one-stop shop for outsourced investment insight, research and analysis, The DFM Centre. If you’re a DFM or fund provider and want to be listed, contact Piers Johnson on piers.johnson@centaurmedia.com

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