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Home > Investments > Discretionary Management

Discretionary Management

Top Story

From Pensions| Feb 23, 2016

Five DFMs added to Aegon’s retirement platform

Additions to the ARC platform take the total number of discretionary fund managers to 17.

From Your Industry| May 27, 2016

Tilney Bestinvest posts £17.6m profit

Chief executive predicts accelerated organic growth through 2016.

From Pensions| May 26, 2016

IG teams up with James Hay to launch Sipp

Online trading platform enters Sipp market, with James Hay as trustee.

May 24, 2016

PFS backs DFM questions to fix ‘suitability gap’

Regulatory consultancy launches question set for advisers to improve their discretionary investment manager due diligence.

From Your Industry| May 24, 2016

Ascentric adds Brown Shipley to platform

Brown Shipley says move is part of wider push into the IFA market.

ETFs & Trackers| May 24, 2016

Parmenion adds ETF model portfolios to platform

Managing partner of Twenty20 suggests innovative use of technology offers the best hope of driving costs down.

May 23, 2016

Ex-banking bosses launch DFM service

Former JP Morgan managing director accuses many of the DFM players of having an “illusion of bespoke”.

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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. Tilney Bestinvest posts £17.6m profit
    From Your Industry| May 27, 2016

    Tilney Bestinvest posts £17.6m profit

    Chief executive predicts accelerated organic growth through 2016.

  2. IG teams up with James Hay to launch Sipp
    From Pensions| May 26, 2016

    IG teams up with James Hay to launch Sipp

    Online trading platform enters Sipp market, with James Hay as trustee.

  3. PFS backs DFM questions to fix ‘suitability gap’
    May 24, 2016

    PFS backs DFM questions to fix ‘suitability gap’

    Regulatory consultancy launches question set for advisers to improve their discretionary investment manager due diligence.

  4. Ascentric adds Brown Shipley to platform
    From Your Industry| May 24, 2016

    Ascentric adds Brown Shipley to platform

    Brown Shipley says move is part of wider push into the IFA market.

  5. Parmenion adds ETF model portfolios to platform
    ETFs & Trackers| May 24, 2016

    Parmenion adds ETF model portfolios to platform

    Managing partner of Twenty20 suggests innovative use of technology offers the best hope of driving costs down.

  6. Ex-banking bosses launch DFM service
    May 23, 2016

    Ex-banking bosses launch DFM service

    Former JP Morgan managing director accuses many of the DFM players of having an “illusion of bespoke”.

  7. Outsourcing – May 2016
    From Our Publications| May 23, 2016

    Outsourcing – May 2016

    How has the use of third party and centralised investment propositions grown post-RDR?

  8. What to look for in CIP solutions
    From Special Report: Outsourcing - May 2016| May 23, 2016

    What to look for in CIP solutions

    Reviewing the processes used when outsourcing investment decisions.

  9. Combining skills with DFMs to tailor advice
    From Special Report: Outsourcing - May 2016| May 23, 2016

    Combining skills with DFMs to tailor advice

    Forget outsourcing; seek collaborative partnerships.

  10. Polarised returns can pose a challenge
    From Special Report: Outsourcing - May 2016| May 23, 2016

    Polarised returns can pose a challenge

    How easy is it to compare performance of outsourced solutions?

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