Connecting boutique fund managers with progressive advisers
The rise of the boutique fund manager has generated a new investment arena. These managers focus their unique expertise, perspective and experience tailoring specialist investment products which add diversity to portfolio construction or offer solutions to specific client’s needs.
BDM Direct meets the needs of progressive financial advisers by identifying and pre-qualifying high quality boutique fund managers. We seek managers that have a unique perspective, stable management, defined processes and a track record of performance. We maintain a dialogue between the fund managers and the advisers through regular communications.
We also use our experience to help fund managers bring new product to market. Our role can be as simple as testing demand via our adviser network, to assisting through the rigors of external research and rating process.
At BDM Direct we see our role as supporting investment diversity through connecting boutique fund managers with progressive advisers.