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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’

May 27, 2015

Brewin approaches end of business overhaul as funds rise

Wealth manager reliant on positive markets for rise in assets as net flows slow.

UK| May 22, 2015

Close Brothers records 4% quarterly increase in assets

Interim statement for the group reports steady progress across its divisions in the quarter ending April 30 2015.

UK| May 21, 2015

Investec profits climb boosted by asset management inflows

Investec chief executive said group in the “best position” since mid-2000s as full year profits rise.

From Your Industry| May 19, 2015

Fos throws out eight in 10 annuity claims following surge

Proportion of adviser complaints has doubled in the last financial year, but total complaints are down.

From Your Industry| May 18, 2015

Stockbroker moves into online ‘advice’

February saw several changes designed to growth the business into the direct to consumer space.

May 14, 2015

DFM tackles bull market with alternative investments

Firm says the hurdle with using alternative investments is that most people associate them with riskier strategies.

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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. Brewin approaches end of business overhaul as funds rise
    May 27, 2015

    Brewin approaches end of business overhaul as funds rise

    Wealth manager reliant on positive markets for rise in assets as net flows slow.

  2. Close Brothers records 4% quarterly increase in assets
    UK| May 22, 2015

    Close Brothers records 4% quarterly increase in assets

    Interim statement for the group reports steady progress across its divisions in the quarter ending April 30 2015.

  3. Investec profits climb boosted by asset management inflows
    UK| May 21, 2015

    Investec profits climb boosted by asset management inflows

    Investec chief executive said group in the “best position” since mid-2000s as full year profits rise.

  4. How to create an investment committee for your firm
    From Your Industry| May 19, 2015

    How to create an investment committee for your firm

    Defaqto Outsourcing Update: How to create a firm’s investment committee in several easy steps.

  5. Fos throws out eight in 10 annuity claims following surge
    From Your Industry| May 19, 2015

    Fos throws out eight in 10 annuity claims following surge

    Proportion of adviser complaints has doubled in the last financial year, but total complaints are down.

  6. Stockbroker moves into online ‘advice’
    From Your Industry| May 18, 2015

    Stockbroker moves into online ‘advice’

    February saw several changes designed to growth the business into the direct to consumer space.

  7. DFM tackles bull market with alternative investments
    May 14, 2015

    DFM tackles bull market with alternative investments

    Firm says the hurdle with using alternative investments is that most people associate them with riskier strategies.

  8. Investment manager in intermediary push
    May 12, 2015

    Investment manager in intermediary push

    Firm is just about to undergo a ‘brand uplift’, head of distribution says.

  9. Nutmeg reveals disparity in year one pension charges
    From Pensions| May 11, 2015

    Nutmeg reveals disparity in year one pension charges

    Analysis singles out two managers for particularly high charges over the first year of investing.

  10. DFM looking for adviser ‘decumulation project’ partners
    May 07, 2015

    DFM looking for adviser ‘decumulation project’ partners

    Waverton has been in talks with Standard Life about its strategy.

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