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Your Investment Strategy

We're excited to share with you the exciting news of our partnership with LGT Wealth Management. This is a key opportunity for you to switch from advisory fund management to discretionary fund management, and potentially benefit from improved investment returns.

With LGT, we can improve our service by delivering a Discretionary Fund management model. A Discretionary Fund Manager or 'DFM' exercises their professional discretion to buy and sell investments on your behalf.  

Learn More

Watch the video with Rachael Simm, Investment Director at Reeves, as she explains our partnership with LGT and the benefits of switching to our DFM service.

Ready to Switch to DFM?

We are confident that our clients will experience significant advantages by transitioning to LGT. By bringing their resources and specialist team capability in-house, we can leverage their extensive research capabilities to make informed changes to your portfolios.

If you wish to proceed with switching to LGT, please click the button below. Alternatively, if you would like to discuss the partnership in more detail, please schedule a call with us.

Please note, if you do proceed with the switch, this is not a time sensitive investment change and instead a management change, you will not see this reflected on your account immediately.

You will remain in the same portfolio, but the next time we want to make a change, you will not have to respond to a consent email.

Why Switch to DFM?

We believe that switching to the DFM option will deliver the best outcomes for you. This switch will provide:  

  • The ability to react to changes in the market and an increase in speed to when these changes are reflected in the portfolio.  

  • Improved decision making with the additional analysis of the world markets.  

  • Cheaper portfolios overtime through economies of scale. 

  • The peace of mind that you have an expanded specialist team working to ensure you achieve your financial objectives. 

Important information

The value of your investment and any income from it could fall or rise, and you may not get back the full amount you invest.

Past performance is not a reliable indicator of future results. We always recommend you talk to a qualified financial adviser before making any investment decisions.  

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