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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’

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.

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.

Jul 23, 2014

Brewin sees asset growth but advisory outflows pick up

New pricing structure prompts some outflows from advisory business but discretionary assets rise; income from trail falls on ‘planned reduction’.

Jul 23, 2014

Charles Stanley commissions hit, fund fees rise

“2014 was a year of significant cost and investment in our future”, Charles Stanley says.

Jul 22, 2014

Psigma’s Becket slashes European equity exposure

Tom Becket reduces “extreme” European equity weightings as he gives up on the “hope trade”.

Jul 21, 2014

Fund management industry braced for more solo ventures

Firms, such as RC Brown, are keen to help star managers set up on their own.

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

    Product review: Montage DFM service

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

  2. 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.

  3. 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.

  4. Brewin sees asset growth but advisory outflows pick up
    Jul 23, 2014

    Brewin sees asset growth but advisory outflows pick up

    New pricing structure prompts some outflows from advisory business but discretionary assets rise; income from trail falls on ‘planned reduction’.

  5. Charles Stanley commissions hit, fund fees rise
    Jul 23, 2014

    Charles Stanley commissions hit, fund fees rise

    “2014 was a year of significant cost and investment in our future”, Charles Stanley says.

  6. Psigma’s Becket slashes European equity exposure
    Jul 22, 2014

    Psigma’s Becket slashes European equity exposure

    Tom Becket reduces “extreme” European equity weightings as he gives up on the “hope trade”.

  7. Fund management industry braced for more solo ventures
    Jul 21, 2014

    Fund management industry braced for more solo ventures

    Firms, such as RC Brown, are keen to help star managers set up on their own.

  8. Walker Crips boosts assets 28% year-on-year
    Jul 18, 2014

    Walker Crips boosts assets 28% year-on-year

    Company continues to pursue growth plans as it reports higher net group revenue and increased assets under management following spate of new hires.

  9. Former Cavanagh founders leave Close Brothers
    Jul 17, 2014

    Former Cavanagh founders leave Close Brothers

    Head of wealth management Andy Fay and Simon Redgrove have left Close Brothers Asset Management.

  10. Adviser due diligence musts for multi-asset funds
    Multi-Asset Funds| Jul 16, 2014

    Adviser due diligence musts for multi-asset funds

    Defaqto Outsourcing Update: What does an adviser need to consider when asset allocating through a multi-asset fund?

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