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Home > Investments > Discretionary Management

Discretionary Management

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From Pensions| Feb 23, 2016

Five DFMs added to Aegon’s retirement platform

Additions to the ARC platform take the total number of discretionary fund managers to 17.

10:27

‘Transformed’ spreadbetter sees losses double

New client acquisitions down 37 per cent to 3,539, against 2014’s figure of 5,615 over the year to December.

Equities| Apr 28, 2016

Schroders retail flows hit by market volatility

Firm sees net intermediary outflows of £1.8bn but AUM increase to £325bn.

Apr 26, 2016

Brooks Macdonald’s FUM breaks £8bn

While performance was down £56m, net new business rose £241m during the first quarter.

From Your Industry| Apr 25, 2016

Charles Stanley to close several London offices

Group expects to incur a one-off charge of £2.7m due to the relocation.

Apr 21, 2016

‘Shocking’ suitability risk in model portfolio panacea

Advisers rely on one model portfolio service despite FCA concerns about due diligence.

Wraps & Platforms| Apr 18, 2016

Zurich adds more DFM strategies to platform

A number of Bordier UK investment strategies will now be available on retail platform.

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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. ‘Transformed’ spreadbetter sees losses double
    10:27

    ‘Transformed’ spreadbetter sees losses double

    New client acquisitions down 37 per cent to 3,539, against 2014’s figure of 5,615 over the year to December.

  2. Schroders retail flows hit by market volatility
    Equities| Apr 28, 2016

    Schroders retail flows hit by market volatility

    Firm sees net intermediary outflows of £1.8bn but AUM increase to £325bn.

  3. Brooks Macdonald’s FUM breaks £8bn
    Apr 26, 2016

    Brooks Macdonald’s FUM breaks £8bn

    While performance was down £56m, net new business rose £241m during the first quarter.

  4. Charles Stanley to close several London offices
    From Your Industry| Apr 25, 2016

    Charles Stanley to close several London offices

    Group expects to incur a one-off charge of £2.7m due to the relocation.

  5. Product review: Novia Global DFM
    Review| 10:53

    Product review: Novia Global DFM

    Online wealth manager launched from Novia Global.

  6. ‘Shocking’ suitability risk in model portfolio panacea
    Apr 21, 2016

    ‘Shocking’ suitability risk in model portfolio panacea

    Advisers rely on one model portfolio service despite FCA concerns about due diligence.

  7. Zurich adds more DFM strategies to platform
    Wraps & Platforms| Apr 18, 2016

    Zurich adds more DFM strategies to platform

    A number of Bordier UK investment strategies will now be available on retail platform.

  8. Vulnerable clients and ambulance chasers: week in news
    From Your Industry| Apr 15, 2016

    Vulnerable clients and ambulance chasers: week in news

    Claims management companies and investment managers also under fire this week.

  9. Do small wealth firms still have a place?
    08:11

    Do small wealth firms still have a place?

    As Bestinvest buys wealth manager Towry, experts consider how far consolidation can go

  10. Brooks Macdonald to rebrand from next week
    From Your Industry| Apr 08, 2016

    Brooks Macdonald to rebrand from next week

    Structure will not be affected, but its six businesses will be brought under one brand.

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