Top Story
Discretionary firms back rebate ban extension
Ban on discretionary managers receiving kick-backs looming following FCA paper.
Ashcourt Rowan outsources asset management
Outsourcing arrangement will allow Ashcourt Rowan to focus on advice, chief executive says.
Brooks Macdonald adds to investment team
Former SG Hambros fund analyst and Cannon Asset Management investment manager joins advice firm’s Guernsey office.
DFMs slash emerging market debt weightings
Fears of asset class bubble prompt managers to trim exposure to emerging market debt
Key DFM firms join call for costs standard
Discretionary managers call for new cost measure equivalent to the TER.
Brewin Dolphin reshuffles heads of London office
Rob Burgeman and Peter Long to head up London office as Stephen Ford and Rupert Tyler move up to senior roles.
Post-RDR pressure forcing DFMs to drop funds quicker
Half of DFMs surveyed by CoreData said they would change an underperforming manager after just six months.
Economic Indicators
FTSE 100
6,697
-2.10%
CPI inflation
2.8%
FTSE 250
14,508
-2.13%
Base interest rate
0.5%
Data delayed by at least 15 minutes
Analysis & Opinion
If you are deferring to someone else you potentially undermine your own position; sacking the gatekeeper might be a lot simpler than sacking the DFM
Debate: Does outsourcing undermine an IFA’s business?
Almary Green’s Carl Lamb and Yellowtail’s Dennis Hall lock horns on the effectiveness of outsourcing.
Discretionary mandates: Gateway to growth
The past five years have seen discretionary assets maintain growth that has cemented their position as the dominant mandate type for wealth managers.
Gaps in DFM market won’t last long
Discretionary fund managers must launch fast as industry gets crowded
DFMs love-in is not a win-win situation
At first glance, the boom in outsourcing retail investments to DFMs looks like a win-win for everyone involved - but is it?
Recent Articles
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From Your Industry| May 21, 2013Ashcourt Rowan outsources asset management
Outsourcing arrangement will allow Ashcourt Rowan to focus on advice, chief executive says.
-
From Your Industry| May 21, 2013Brooks Macdonald adds to investment team
Former SG Hambros fund analyst and Cannon Asset Management investment manager joins advice firm’s Guernsey office.
-
May 20, 2013DFMs slash emerging market debt weightings
Fears of asset class bubble prompt managers to trim exposure to emerging market debt
-
May 20, 2013Key DFM firms join call for costs standard
Discretionary managers call for new cost measure equivalent to the TER.
-
May 17, 2013Brewin Dolphin reshuffles heads of London office
Rob Burgeman and Peter Long to head up London office as Stephen Ford and Rupert Tyler move up to senior roles.
-
May 16, 2013Post-RDR pressure forcing DFMs to drop funds quicker
Half of DFMs surveyed by CoreData said they would change an underperforming manager after just six months.
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From Your Industry| May 13, 2013Attivo gains DFM status in ‘last piece of the jigsaw’
Chartered group says new service will provide investors with access to a team of specialists who take on full responsibility for investment...
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May 13, 2013Ashcourt to continue recruitment drive
Chief executive says firm will keep recruiting in addition to recent hires.
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May 13, 2013
David Jane launches risk-graded model portfolios
Darwin Investment Managers has launched three risk-graded model portfolios.
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James ConeyonRegulation| May 09, 2013
Self-investment is simply advice without the accountability
I would say it is advice because you are being led down a particular path and given a recommendation.