Questions for your network

Does your network have;

  • Full MIFID and IDD licensing?
  • Multiple international licenses for your expansion ambitions?
  • Licensing that allows you to fully trade under your own brand style?
  • Decades of industry pedigree, experience and contacts?
  • A dedicated relationship manager?
  • Marketing strategy support to enhance your brand?
  • A full pension helpdesk?

Does your network have;

  • A state of the art CRM system?
  • Full PI Cover and complaints handling support?
  • FEIFA Membership included?
  • A client onboarding service that pays ongoing revenue?
  • Internal products for cost efficient client outcomes?
  • A buyout program for when you decide to exit?

If some or more of these features are missing from your network, perhaps you should be talking to another network…

Paul Brown, IFA Gateway

Other Insights

Why use a DFM?

A discretionary fund manager (DFM) is a professional investment manager who has the authority to make investment decisions on behalf of clients, based on their financial objectives, risk tolerance, and investment preferences. This can enhance the effectiveness of the investment strategies chosen by your firm and optimize the outcomes for your clients.

Building Business Value

As an international financial advisor navigating the global financial landscape, building and enhancing the value of your business is essential for long-term success and sustainability. In today’s competitive market, international financial advisors face unique challenges and opportunities that require strategic planning and innovative approaches to differentiate themselves and create lasting value for their clients.

    Find out how we can help you achieve your business ambitions.

    We would love to discuss your requirements, advise on how we can assist you and to hopefully partner with you on your business journey, wherever you are.

    Paul Brown

    CEO