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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’

From Your Industry| 14:31

Brown Shipley’s head of private banking exits

Wealth management firm will not seek a replacement.

Jul 31, 2015

Charles Stanley FUM rise 3.3% year-on-year

Wealth management group reports 4.9 per cent increase in revenues, but quarterly figures show dip in total funds across all business sectors.

Jul 30, 2015

Parmenion’s assets exceeds £1.7bn

Company reveals boost in profits and turnover following the introduction of several large scale in-house technology projects.

Jul 30, 2015

Young wealthy complain of wrong recommendations

Survey finds younger clients to be much more information hungry than their predecessors.

Jul 29, 2015

Rowan Dartington to remain ‘whole of market’

“We weren’t really looking to sell, but were looking at scaling up our vertically integrated model,” DFM chairman says.

From Your Industry| Jul 29, 2015

SJP acquires DFM for £34m as FSCS levy hits profits

Wealth manager posts almost a 20 per cent fall in pre-tax profit as it sees its FSCS levy jump by 190 per cent.

Economic Indicators
FTSE 100 6,670 -0.29%
CPI inflation 0.3%
FTSE 250 17,673 +0.02%
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. Brown Shipley’s head of private banking exits
    From Your Industry| 14:31

    Brown Shipley’s head of private banking exits

    Wealth management firm will not seek a replacement.

  2. Charles Stanley FUM rise 3.3% year-on-year
    08:34

    Charles Stanley FUM rise 3.3% year-on-year

    Wealth management group reports 4.9 per cent increase in revenues, but quarterly figures show dip in total funds across all business sectors.

  3. Parmenion’s assets exceeds £1.7bn
    12:52

    Parmenion’s assets exceeds £1.7bn

    Company reveals boost in profits and turnover following the introduction of several large scale in-house technology projects.

  4. Young wealthy complain of wrong recommendations
    11:04

    Young wealthy complain of wrong recommendations

    Survey finds younger clients to be much more information hungry than their predecessors.

  5. Rowan Dartington to remain ‘whole of market’
    12:00

    Rowan Dartington to remain ‘whole of market’

    “We weren’t really looking to sell, but were looking at scaling up our vertically integrated model,” DFM chairman says.

  6. SJP acquires DFM for £34m as FSCS levy hits profits
    From Your Industry| Jul 29, 2015

    SJP acquires DFM for £34m as FSCS levy hits profits

    Wealth manager posts almost a 20 per cent fall in pre-tax profit as it sees its FSCS levy jump by 190 per cent.

  7. Price slump begs question, what’s the value of gold?

    Price slump begs question, what’s the value of gold?

    Some analysts expect the price to fall below $1,000 by the end of the year.

  8. Cash was king, says Whitechurch’s Willis
    Investments| 10:46

    Cash was king, says Whitechurch’s Willis

    Decision to hold cash in June helped discretionary manager sidestep falls in Chinese stockmarket.

  9. Discretionary manager promises to close ‘suitability gap’
    Jul 21, 2015

    Discretionary manager promises to close ‘suitability gap’

    Adviser says new service makes his life a lot easier due to the risk profiling tools provided.

  10. HMRC forces fund managers to pay more tax
    Jul 21, 2015

    HMRC forces fund managers to pay more tax

    Under the new rules the charge to CGT will relate to the full economic return arising to the fund manager, rather than the interest in the fund.

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