We use cookies to improve site performance and enhance your user experience. If you'd like to disable cookies on this device, please see our cookie management page.
If you close this message or continue to use this site, you consent to our use of cookies on this devise in accordance with our cookie policy, unless you disable them.

Close
In association with

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’

Property| Jan 27, 2015

Fund Selector: Victims of their success?

As property funds continue to grow in size, the choice of available stock could diminish.

Jan 27, 2015

Brooks nears £7bn of assets as inflows improve

The discretionary manager says growth is in line with its expectations after a 4.1 per cent growth in funds in the final three months of 2014

Jan 27, 2015

Defaqto to help IFP members with due diligence

Defaqto is to help IFP advisers identify fund types they may want to consider.

Jan 22, 2015

Half of DFM portfolios failing to add value: report

In the past three years, only a fifth of multi-asset portfolios have generated risk-adjusted outperformance.

Jan 21, 2015

Impossible comparisons make DFMs too risky for most

Advisers without robust research teams struggle to source and document proposition to the regulator.

From Your Industry| Jan 15, 2015

Verbatim sees outsourcing pick-up due to clients disinterest

Firm argues that outsourcing trend driven by client disinterest in the actual funds behind their savings strategies.

Economic Indicators
FTSE 100 6,812 -0.60%
CPI inflation 0.5%
FTSE 250 16,354 -0.71%
Base interest rate 0.5%

Data delayed by at least 15 minutes

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. Fund Selector: Victims of their success?
    Property| Jan 27, 2015

    Fund Selector: Victims of their success?

    As property funds continue to grow in size, the choice of available stock could diminish.

  2. Brooks nears £7bn of assets as inflows improve
    Jan 27, 2015

    Brooks nears £7bn of assets as inflows improve

    The discretionary manager says growth is in line with its expectations after a 4.1 per cent growth in funds in the final three months of 2014

  3. Defaqto to help IFP members with due diligence
    Jan 27, 2015

    Defaqto to help IFP members with due diligence

    Defaqto is to help IFP advisers identify fund types they may want to consider.

  4. Half of DFM portfolios failing to add value: report
    Jan 22, 2015

    Half of DFM portfolios failing to add value: report

    In the past three years, only a fifth of multi-asset portfolios have generated risk-adjusted outperformance.

  5. Impossible comparisons make DFMs too risky for most
    Jan 21, 2015

    Impossible comparisons make DFMs too risky for most

    Advisers without robust research teams struggle to source and document proposition to the regulator.

  6. Verbatim sees outsourcing pick-up due to clients disinterest
    From Your Industry| Jan 15, 2015

    Verbatim sees outsourcing pick-up due to clients disinterest

    Firm argues that outsourcing trend driven by client disinterest in the actual funds behind their savings strategies.

  7. Novia DFM beats sector benchmark in first year
    Jan 13, 2015

    Novia DFM beats sector benchmark in first year

    Use of ETFs kept costs down and provided clean exposure to required asset classes, investments head says.

  8. Rathbones hit with loss of two large mandates in Q4
    Jan 13, 2015

    Rathbones hit with loss of two large mandates in Q4

    But asset growth at the wealth manager still meets expectations as acquisitions compensate for slowing organic growth.

  9. Advisers: We don’t want 2015 fund launch frenzy
    Jan 12, 2015

    Advisers: We don’t want 2015 fund launch frenzy

    Pension reforms may lead to more unwanted products in a crowded market, warn advisers.

  10. Standard Life launches range of discretionary portfolios
    Jan 09, 2015

    Standard Life launches range of discretionary portfolios

    Five new managed portfolios to only be available on the firm’s wrap platform.

More on FTAdviser
FTA jobs