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Home > Investments > Discretionary Management

Discretionary Management

Top Story

Jun 09, 2014

DFMs need to disclose clearer costs: Polson

The Lang Cat’s Polson says it’s likely DFMs are hesitant to give up their ‘intellectual property’

Aug 19, 2014

Hargreave Hale hires investment manager

Discretionary manager hires Ben McKeown to London office after recent hire of four managers.

Equities| Aug 15, 2014

Thesis goes defensive after cutting healthcare and tech

Wealth manager in risk-reduction move portfolio allocation.

Aug 15, 2014

Thesis hires Paul Hastings from Sanlam

Paul Hastings joins as a business development manager for the South West.

Aug 15, 2014

Brewin Dolphin highlights high-yield buying opportunity

Recent outflows from high-yield bonds present opening for ‘patient investors’, says discretionary manager.

Aug 11, 2014

UK equities favoured by wealth managers

Arc survey finds 74% of wealth managers positive about the prospects for equities in the next year

Aug 07, 2014

Berkshire-based IFA and DFM partner up

Alliance enables Petrus to offer their clients access to two investment propositions.

Economic Indicators
FTSE 100 6,829 +0.06%
CPI inflation 1.6%
FTSE 250 15,965 +0.05%
Base interest rate 0.5%

Data delayed by at least 15 minutes

Analysis & Opinion

The priority for investors will always be to achieve a satisfactory return, so there are some important investment-based decisions to make first

DFM vs multi-asset: Choosing the right outsourcing option

Multi-Asset Funds| Dec 18, 2013 |

DFM vs multi-asset: Choosing the right outsourcing option

Defaqto outsourcing update: A closer look at the types of outsourcing solutions available in the market

From Your Industry| Sep 25, 2013

Discretionary managers: Right skills for the job?

Advisers and DFMs are still in the stage of forming relationships and often have not yet settled on a proposition.

FTAdviser BlogonWraps & Platforms| Sep 23, 2013

Time to take the initiative and avoid platform squabbles

Advisers should be taking the initiative to make that change to unbundled share classes.

InterviewfromUK| Sep 30, 2013

We will be adding on the wealth management side

Eleanor Lawrie talks to Rathbones’ chief investment officer about his plans for expansion in the wealth management business.

Recent Articles
  1. Hargreave Hale hires investment manager
    Aug 19, 2014

    Hargreave Hale hires investment manager

    Discretionary manager hires Ben McKeown to London office after recent hire of four managers.

  2. Thesis goes defensive after cutting healthcare and tech
    Equities| Aug 15, 2014

    Thesis goes defensive after cutting healthcare and tech

    Wealth manager in risk-reduction move portfolio allocation.

  3. Thesis hires Paul Hastings from Sanlam
    Aug 15, 2014

    Thesis hires Paul Hastings from Sanlam

    Paul Hastings joins as a business development manager for the South West.

  4. Brewin Dolphin highlights high-yield buying opportunity
    Aug 15, 2014

    Brewin Dolphin highlights high-yield buying opportunity

    Recent outflows from high-yield bonds present opening for ‘patient investors’, says discretionary manager.

  5. Aug 11, 2014

    UK equities favoured by wealth managers

    Arc survey finds 74% of wealth managers positive about the prospects for equities in the next year

  6. Berkshire-based IFA and DFM partner up
    Aug 07, 2014

    Berkshire-based IFA and DFM partner up

    Alliance enables Petrus to offer their clients access to two investment propositions.

  7. Aug 06, 2014

    Hopes and fears in a post-RDR world

    For advisers, cutting costs and outsourcing is all part of doing business in the post-RDR world

  8. Product review: Montage DFM service
    ReviewfromInvestments| Jul 24, 2014

    Product review: Montage DFM service

    We’re going to need a... DFM service.

  9. Brooks Macdonald confirms Levitas acquisition imminent
    Jul 24, 2014

    Brooks Macdonald confirms Levitas acquisition imminent

    The wealth manager is set to bolster its risk-adjusted funds range with the acquisition of Levitas as funds under management soared 28 per cent.

  10. Brooks Macdonald FUM up 28% on last year
    Jul 24, 2014

    Brooks Macdonald FUM up 28% on last year

    “Organic and acquisition led growth” boosted funds under management, Aim listed wealth manager says.

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