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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’

11:12

Brown Shipley hires Roger Clark as wealth head

Former C Hoare & Co head of wealth solutions to head up Brown Shipley’s wealth management division.

Sep 29, 2014

Morningstar plans discretionary market land grab

Chicago-headquartered investment research giant makes plans to press into asset management fold.

Sep 25, 2014

Sir David Howard steps down as Charles Stanley chief

EU rules requiring the separation of chief executive and chairman roles leads to Sir David stepping back.

Investments| Sep 24, 2014

Axa Wealth unveils Showcase list as part of researched range

Group launches top funds list, including lesser-known offerings, as part of plan to target post-Budget retirement market.

Sep 03, 2014

Rowan Dartington hires Betteridge as committee chair

John Betteridge will be chairman of the discretionary manager’s asset allocation committee.

Aug 19, 2014

Hargreave Hale hires investment manager

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

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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. Brown Shipley hires Roger Clark as wealth head
    11:12

    Brown Shipley hires Roger Clark as wealth head

    Former C Hoare & Co head of wealth solutions to head up Brown Shipley’s wealth management division.

  2. Morningstar plans discretionary market land grab
    Sep 29, 2014

    Morningstar plans discretionary market land grab

    Chicago-headquartered investment research giant makes plans to press into asset management fold.

  3. Sir David Howard steps down as Charles Stanley chief
    Sep 25, 2014

    Sir David Howard steps down as Charles Stanley chief

    EU rules requiring the separation of chief executive and chairman roles leads to Sir David stepping back.

  4. Axa Wealth unveils Showcase list as part of researched range
    Investments| Sep 24, 2014

    Axa Wealth unveils Showcase list as part of researched range

    Group launches top funds list, including lesser-known offerings, as part of plan to target post-Budget retirement market.

  5. Interview| Sep 08, 2014

    “Humanising what we’re doing was a massive grounding”

    Skandia’s head of investment solutions tells Ellie Duncan how ‘having to see Colonel and Mrs Mustard on a regular basis’ has given him ‘phenomenal...

  6. Rowan Dartington hires Betteridge as committee chair
    Sep 03, 2014

    Rowan Dartington hires Betteridge as committee chair

    John Betteridge will be chairman of the discretionary manager’s asset allocation committee.

  7. 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.

  8. 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.

  9. 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.

  10. 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.

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