Bespoke DFM
Apollo's Discretionary Fund Management (DFM) Service
At Apollo Multi Asset Management, we offer a tailored Bespoke DFM Service designed to meet the unique needs of financial advisers and their clients. Our approach ensures that your clients’ portfolios are managed with precision, flexibility, and a clear focus on long-term growth.
Why Choose Apollo’s Bespoke DFM Service?
- Tailored Portfolio Solutions – We create customised investment strategies aligned with your clients’ specific objectives, risk tolerance, and financial goals.
- Expert Management – Our experienced investment team actively manages portfolios, leveraging deep market insights and a disciplined multi-asset approach.
- Seamless Access via Morningstar Wealth Platform – Advisers benefit from real-time access to client portfolios through the Morningstar Wealth Platform, ensuring transparency, control, and ease of monitoring.
- Robust Risk Management – We employ rigorous risk controls and dynamic asset allocation to help protect and grow client wealth in varying market conditions.
- A Partnership That Puts Your Clients First
At Apollo, we understand the importance of delivering a personalised and responsive investment service. By partnering with us, you gain a trusted DFM solution that adapts to your clients’ evolving needs while maintaining full visibility and accessibility.
Partner with Apollo Multi-Asset Management
We work with select firms to deliver first-class, personalised investment solutions. No third-party wealth manager stands between you and your clients - just seemless, bespoke strategies aligned with your goals.
