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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’

Global| Mar 05, 2015

Schroders assets increase 14% to £300bn

Results show asset management division recorded net inflows of £24.3bn in 2014, while its wealth management business saw £500m of new business.

Investments| Mar 04, 2015

Ashcourt Rowan fills funds director role

Wealth manager says Jamie Frere-Scott will take on role left by Alan Scrimger last year.

From Your Industry| Mar 03, 2015

Adviser investment models evolve - but fund picking not dead

Exclusive surveys show only a minority consider themselves to have outsourced their investment function.

Investments| Mar 02, 2015

Research firm rolls out revamped fund factsheet

Pure Group aiming to improve investor engagement with its version of a fund factsheet which it says includes better and more digestible data.

From Your Industry| Feb 27, 2015

OM Wealth puts profits down to restricted advice push

Acquisitions of Intrinsic and Quilter Cheviot come as part of drive to sell products through adviser network.

UK| Feb 27, 2015

OMGI profit more than doubles in 2014

Funds under management at the investment business also increased to £21bn following strong fund performance.

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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. Schroders assets increase 14% to £300bn
    Global| Mar 05, 2015

    Schroders assets increase 14% to £300bn

    Results show asset management division recorded net inflows of £24.3bn in 2014, while its wealth management business saw £500m of new business.

  2. Discretionary Fund Management - March 2015
    From Our Publications| Mar 04, 2015

    Discretionary Fund Management - March 2015

    Wealth managers face headwinds as industry seeks clarity on instruments.

  3. From Special Report: DFMs - February 2015| Mar 04, 2015

    Seeing beyond the brand name unlocks untapped expertise

    Investors need to ensure they’re not putting all their eggs in one basket.

  4. From Special Report: DFMs - February 2015| Mar 04, 2015

    Advisers look under the bonnet for costs and performance

    Due diligence is key in determining which outsourced vehicles are actually worth your while.

  5. From Special Report: DFMs - February 2015| Mar 04, 2015

    The wealth manager’s checklist for this year

    What are the opportunities and challenges facing private wealth managers as we head into 2015.

  6. From Special Report: DFMs - February 2015| Mar 04, 2015

    World tensions reintroduce risk into markets

    How is the economic outlook affecting opportunities for the multi-asset and discretionary investor?

  7. From Special Report: DFMs - February 2015| Mar 04, 2015

    Politics take centre stage for investors’ asset allocation

    Global macro events both planned and unexpected are having an effect on investor portfolios, whether they like it or not.

  8. From Special Report: DFMs - February 2015| Mar 04, 2015

    Outsourcers compete as choice of models is ‘broader than...

    How do advisers choose between multi-asset/multi-managers and DFMs when discussing outsourcing?

  9. From Special Report: DFMs - February 2015| Mar 04, 2015

    Industry weighs the benefits of sectors for risk-rated funds

    Are new sectors needed to help distinguish between risk-rated and risk-targeted funds?

  10. From Special Report: DFMs - February 2015| Mar 04, 2015

    FCA clears the air around good practices for CIPs despite...

    Due diligence is key on centralised investment propositions, as they remain an area of focus for the regulator.

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