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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 29, 2014

Thesis launches model portfolios investing in direct...

Risk-rated range of seven portfolios to combine buying funds with investing directly in securities.

Oct 27, 2014

Paul Abberley appointed CEO of Charles Stanley

Recent hire from Aviva Investors to take on the job after David Howard stepped down to concentrate on his chairman role.

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.

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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. Thesis launches model portfolios investing in direct equities
    Oct 29, 2014

    Thesis launches model portfolios investing in direct...

    Risk-rated range of seven portfolios to combine buying funds with investing directly in securities.

  2. Discretionary Fund Management - October 2014
    From Our Publications| Oct 27, 2014

    Discretionary Fund Management - October 2014

    DFMs can concentrate on investing, while advisers focus on wealth planning.

  3. From Special Report: Discretionary Fund Managers - October 2014| Oct 27, 2014

    Tracking the performance

    Outsourcing to DFMs is becoming a popular option for investors.

  4. From Special Report: Discretionary Fund Managers - October 2014| Oct 27, 2014

    WMA confirms strategic review

    Where regulation is taking the DFM industry.

  5. From Special Report: Discretionary Fund Managers - October 2014| Oct 27, 2014

    The value of a flexible DFM

    Outsourcing to a DFM provider and the benefits for financial advisers.

  6. From Special Report: Discretionary Fund Managers - October 2014| Oct 27, 2014

    Risk perception

    Does taking a risk mean that we are being reckless?

  7. From Special Report: Discretionary Fund Managers - October 2014| Oct 27, 2014

    Understanding clients’ non-financial concerns

    The motivations behind investors’ attitudes to wealth.

  8. From Special Report: Discretionary Fund Managers - October 2014| Oct 27, 2014

    Income portfolios set to grow in popularity

    Why income portfolios are likely to find favour in the next few years.

  9. From Special Report: Discretionary Fund Managers - October 2014| Oct 27, 2014

    How to choose the best DFM

    What should financial advisers look for in a DFM?

  10. From Special Report: Discretionary Fund Managers - October 2014| Oct 27, 2014

    Using platforms wisely

    How to make use of platforms.

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