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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’

Oct 21, 2014

Numis labels Brooks Macdonald’s Q3 ‘disappointing’

Brooks Macdonald today reported that its discretionary FUM grew by 2 per cent to £6.68bn in the third quarter of 2014.

Oct 20, 2014

Old Mutual paid ‘high’ price for Quilter, but deal will pay

Barclays analysts say they are “slightly positive” on wealth acquisition of Quilter Cheviot.

Oct 17, 2014

Old Mutual buys Quilter Cheviot in £585m deal

Acquisition will add “strong discretionary investment management capability” to Old Mutual Wealth.

Oct 16, 2014

Rathbones’ funds under management grows 10%

Funds under management boosted by completion of the acquisition of Jupiter’s private client and charity investment management business.

UK| Oct 16, 2014

Rutm records 4.5% increase in assets in Q3

Interim statement from parent company notes Rathbone Unit Trust Management’s assets grew by £100m in a “difficult third quarter”.

Investments| Oct 13, 2014

Psigma IM adds portfolios to platforms

Discretionary manager says move is “committment” to advisers.

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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. Numis labels Brooks Macdonald’s Q3 ‘disappointing’
    Oct 21, 2014

    Numis labels Brooks Macdonald’s Q3 ‘disappointing’

    Brooks Macdonald today reported that its discretionary FUM grew by 2 per cent to £6.68bn in the third quarter of 2014.

  2. Old Mutual paid ‘high’ price for Quilter, but deal will pay
    Oct 20, 2014

    Old Mutual paid ‘high’ price for Quilter, but deal will pay

    Barclays analysts say they are “slightly positive” on wealth acquisition of Quilter Cheviot.

  3. Old Mutual buys Quilter Cheviot in £585m deal
    Oct 17, 2014

    Old Mutual buys Quilter Cheviot in £585m deal

    Acquisition will add “strong discretionary investment management capability” to Old Mutual Wealth.

  4. Rathbones’ funds under management grows 10%
    Oct 16, 2014

    Rathbones’ funds under management grows 10%

    Funds under management boosted by completion of the acquisition of Jupiter’s private client and charity investment management business.

  5. Rutm records 4.5% increase in assets in Q3
    UK| Oct 16, 2014

    Rutm records 4.5% increase in assets in Q3

    Interim statement from parent company notes Rathbone Unit Trust Management’s assets grew by £100m in a “difficult third quarter”.

  6. Psigma IM adds portfolios to platforms
    Investments| Oct 13, 2014

    Psigma IM adds portfolios to platforms

    Discretionary manager says move is “committment” to advisers.

  7. New head of sales at Brooks Macdonald Funds
    UK| Oct 09, 2014

    New head of sales at Brooks Macdonald Funds

    Brooks Macdonald Funds has appointed a head of sales as it seeks continued growth in funds under management.

  8. FCA will get tough if advisers avoid low-risk assets
    Oct 08, 2014

    FCA will get tough if advisers avoid low-risk assets

    Cass academic warns of regulatory watchfulness over lack of diversification

  9. European high yield played out, claims Psigma’s Becket
    Equities| Oct 07, 2014

    European high yield played out, claims Psigma’s Becket

    European yields had fallen largely because of ongoing concerns about deflation, manager says.

  10. Morningstar View: Perils of short-termism
    Investments| Oct 06, 2014

    Morningstar View: Perils of short-termism

    Focus on short-term investing will not deliver the best returns.

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