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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’

Nov 25, 2014

Hawksmoor’s Wood-Smith slams fund ratings system

Hawksmoor manager questions impartiality of ratings process, claiming it is ‘rotten’.

Nov 20, 2014

Close Brothers AUM stable at £9.7bn

Net inflows offset by negative market movements.

Nov 20, 2014

Walker Crips sees 25% boost in AUM

Total assets under management and administration up 24.9 per cent year-on-year to £2.66bn at the end of September.

Nov 19, 2014

Psigma launches multi-asset income model portfolio

New Cautious Income Strategy explicitly designed to take advantage of the “pensions revolution”.

Nov 18, 2014

Arc predicts ascendancy of active management

Consultants claim return of volatile markets will lead to active investing being valued once more.

Nov 13, 2014

Wealth manager admits adviser interest in DFM ‘slow’

Challenge in getting advisers on board is getting the message across about exactly what is on offer, director says.

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CPI inflation 1.3%
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Base interest rate 0.5%

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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. Hawksmoor’s Wood-Smith slams fund ratings system
    Nov 25, 2014

    Hawksmoor’s Wood-Smith slams fund ratings system

    Hawksmoor manager questions impartiality of ratings process, claiming it is ‘rotten’.

  2. Close Brothers AUM stable at £9.7bn
    Nov 20, 2014

    Close Brothers AUM stable at £9.7bn

    Net inflows offset by negative market movements.

  3. Walker Crips sees 25% boost in AUM
    Nov 20, 2014

    Walker Crips sees 25% boost in AUM

    Total assets under management and administration up 24.9 per cent year-on-year to £2.66bn at the end of September.

  4. Psigma launches multi-asset income model portfolio
    Nov 19, 2014

    Psigma launches multi-asset income model portfolio

    New Cautious Income Strategy explicitly designed to take advantage of the “pensions revolution”.

  5. Arc predicts ascendancy of active management
    Nov 18, 2014

    Arc predicts ascendancy of active management

    Consultants claim return of volatile markets will lead to active investing being valued once more.

  6. Another DFM cites ‘slow’ adviser take-up
    Interview| Nov 14, 2014

    Another DFM cites ‘slow’ adviser take-up

    Kleinwort Benson boss says his firm is looking for “literally a few dozen relationships” for its proposition.

  7. Wealth manager admits adviser interest in DFM ‘slow’
    Nov 13, 2014

    Wealth manager admits adviser interest in DFM ‘slow’

    Challenge in getting advisers on board is getting the message across about exactly what is on offer, director says.

  8. IFA outsources to Brooks Macdonald
    From Your Industry| Nov 12, 2014

    IFA outsources to Brooks Macdonald

    Adviser firm will now have access to bespoke portfolios, managed portfolios and fund of funds.

  9. Just how liquid are the funds your clients invest in?
    FTAdviser Blog| Nov 10, 2014

    Just how liquid are the funds your clients invest in?

    The liberalism of central bankers knows no bounds.

  10. Sanlam’s Paul Surguy leaves for Kleinwort Benson
    Nov 07, 2014

    Sanlam’s Paul Surguy leaves for Kleinwort Benson

    Income Study author to join wealth manager rival as a senior discretionary fund manager on Monday.

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