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Discretionary Investment Registration Expands the Mandate for Entrusted Assets

Author Admin Date 2025-07-18 Views 16

Discretionary investment consultation

DBI Asset Management completed registration for discretionary investment business. Adding the mandate to manage assets entrusted by clients broadened advice from individual products to the client's assets as a whole. The firm said it does not solicit individual investors and explains discretionary agreements only through registered channels. It also reaffirmed that it will manage for the long term through an explainable process rather than leading with short-term returns.