Discretionary Investments

In recent times the use of discretionary fund management (DFM) has grown significantly and allows clients to delegate the day-to-day investment decisions and ongoing management of their portfolio to a team of professional, highly experienced investment managers.

At MDG, we believe that this function should be outsourced to firms who have specialist teams with the expertise and technology to focus solely on the day to day management of money.

To deliver the recommended investment strategy, MDG has secured the expertise of Discretionary Fund Manager (DFM) ebi Portfolios Ltd, who have established an investment philosophy based on proven, unbiased research by leading academics and Nobel Prize winners.  They provide portfolio construction, performance reporting, research and portfolio management tasks such as fund swaps and efficient portfolio rebalancing.  ebi is authorised and regulated by the Financial Conduct Authority (FCA).

We constantly run due dilligence on the DFM’s we recommend. This includes  brand and financial strength, the quality of their investment process and the personnel managing the portfolios and the company. Other factors are their willingness to listen and work closely with us to ensure the best possible service to our clients – especially in respect of performance, reporting, communications and ethos.