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administration platform

Clients’ core investments managed by DFS are held on our wholesale Unified Managed Accounts platform (UMAs), DFSMA.

A Managed Account structure allows the client’s portfolio to be professionally managed in accordance within pre-determined parameters or a preset strategy. It can comprise of direct and/or indirect investments including managed funds, although a UMA has a combination of both.
The DFS Portfolio Solutions UMA enables our clients to have one or multiple portfolios managed in a professional and disciplined manner. With guidance from your DFS advisers, clients are able to select from:

  • 15 asset class models
  • 5 risk profile models

The DFSMA platform offers clients access to full portfolio management functionality at a very competitive pricing.

We provide the flexibility to tailor your portfolio via our leading edge administration platform.