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Home > Investments > Discretionary Management

Discretionary Management

Top Story

Feb 10, 2014

EU Prips rules could cripple UK DFMs, trade body warns

Trade body warns that Prips legislation could hamper UK industry.

From Regulation| Apr 22, 2014

Fisher says Towry has nothing to fear as FCA launches probe

Firm has previously faced questions over referrals to its discretionary investment service.

Apr 22, 2014

Ashcourt Rowan’s Scrimger joins IPS Capital

Discretionary manager’s consultant fund research head moves to investment boutique.

Apr 17, 2014

Discretionary managers back UK property and equities

Upbeat forecasts for the UK prompts managers to target commercial property and equities.

Apr 17, 2014

Brooks Macdonald’s discretionary FUM up 4.2%

Despite flat markets in Q1, Aim-listed wealth manager says business has made good progress in growing assets under management in all areas.

Apr 16, 2014

Charles Stanley tempers profit expectations

Broker’s profits before tax likely to be 10 per cent lower than market expects due to expansion costs.

Apr 15, 2014

Most advisers not outsourcing despite data claims

FTAdviser data show slow growth in advisers ‘outsourcing’ investments.

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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. Fisher says Towry has nothing to fear as FCA launches probe
    From Regulation| Apr 22, 2014

    Fisher says Towry has nothing to fear as FCA launches probe

    Firm has previously faced questions over referrals to its discretionary investment service.

  2. Ashcourt Rowan’s Scrimger joins IPS Capital
    Apr 22, 2014

    Ashcourt Rowan’s Scrimger joins IPS Capital

    Discretionary manager’s consultant fund research head moves to investment boutique.

  3. Discretionary managers back UK property and equities
    Apr 17, 2014

    Discretionary managers back UK property and equities

    Upbeat forecasts for the UK prompts managers to target commercial property and equities.

  4. Brooks Macdonald’s discretionary FUM up 4.2%
    Apr 17, 2014

    Brooks Macdonald’s discretionary FUM up 4.2%

    Despite flat markets in Q1, Aim-listed wealth manager says business has made good progress in growing assets under management in all areas.

  5. Charles Stanley tempers profit expectations
    Apr 16, 2014

    Charles Stanley tempers profit expectations

    Broker’s profits before tax likely to be 10 per cent lower than market expects due to expansion costs.

  6. Most advisers not outsourcing despite data claims
    Apr 15, 2014

    Most advisers not outsourcing despite data claims

    FTAdviser data show slow growth in advisers ‘outsourcing’ investments.

  7. Rowan Dartington acquires offshore investment platform
    Wraps & Platforms| Apr 14, 2014

    Rowan Dartington acquires offshore investment platform

    The acquisition represents a significant step for Rowan Dartington’s business as a “leading investment services provider”, chairman says.

  8. Brooks buys Jersey-based rival in up to £13m deal
    Apr 14, 2014

    Brooks buys Jersey-based rival in up to £13m deal

    AIM listed integrated wealth management group says the acquisition will allow “significant expansion”.

  9. EU U-turn on key information documents
    Apr 09, 2014

    EU U-turn on key information documents

    Last-minute amendments added to new packaged retail and insurance-based investment products (Priips) law set to benefit UK investors.

  10. Close Brothers brings in five analysts for research team
    Apr 08, 2014

    Close Brothers brings in five analysts for research team

    Wealth manager boosts new head of research Robert Alster’s team with a string of new hires.

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