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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| Apr 22, 2015

Investec launches private office for the seriously well-off

New service will offer HNW’s access to bespoke management and financial planning, amongst other things.

From Your Industry| Apr 22, 2015

Liontrust launches new Dublin-based fund

Asset manager sees assets under management up 24 per cent to £4.5bn.

Wraps & Platforms| Apr 21, 2015

Old Mutual Wealth’s model portfolio hits £1bn AUM

Firm also appoints two new business development directors in newly-created roles.

From Your Industry| Apr 17, 2015

Close Brothers acquires Edinburgh adviser

Wealth manager’s head of advice says they are keen to hire more “high-calibre” financial advisers.

Investments| Apr 15, 2015

Charles Stanley eyes division sales in focused push

Group says it will be looking to sell Charles Stanley Securities and Charles Stanley Financial Solutions to focus ‘entirely’ on wealth management.

From Your Industry| Apr 14, 2015

Alliance Trust accelerates director search process

AGM later this month will see shareholders vote on new board nominations.

Economic Indicators
FTSE 100 7,071 +0.24%
CPI inflation 0.3%
FTSE 250 17,729 +0.25%
Base interest rate 0.5%

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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. Investec launches private office for the seriously well-off
    From Your Industry| Apr 22, 2015

    Investec launches private office for the seriously well-off

    New service will offer HNW’s access to bespoke management and financial planning, amongst other things.

  2. Liontrust launches new Dublin-based fund
    From Your Industry| Apr 22, 2015

    Liontrust launches new Dublin-based fund

    Asset manager sees assets under management up 24 per cent to £4.5bn.

  3. Old Mutual Wealth’s model portfolio hits £1bn AUM
    Wraps & Platforms| Apr 21, 2015

    Old Mutual Wealth’s model portfolio hits £1bn AUM

    Firm also appoints two new business development directors in newly-created roles.

  4. Close Brothers acquires Edinburgh adviser
    From Your Industry| Apr 17, 2015

    Close Brothers acquires Edinburgh adviser

    Wealth manager’s head of advice says they are keen to hire more “high-calibre” financial advisers.

  5. Comparing apples with oranges
    Apr 16, 2015

    Comparing apples with oranges

    When it comes to weighing up investment management solutions, identifying the charges is no mean feat, and we are not comparing like with like.

  6. Charles Stanley eyes division sales in focused push
    Investments| Apr 15, 2015

    Charles Stanley eyes division sales in focused push

    Group says it will be looking to sell Charles Stanley Securities and Charles Stanley Financial Solutions to focus ‘entirely’ on wealth management.

  7. Alliance Trust accelerates director search process
    From Your Industry| Apr 14, 2015

    Alliance Trust accelerates director search process

    AGM later this month will see shareholders vote on new board nominations.

  8. Fund Selector: Never mind the ballots
    Investments| Apr 13, 2015

    Fund Selector: Never mind the ballots

    External events will drive market returns, regardless of how the election pans out.

  9. Kilpatrick reduces ‘riskier’ asset classes
    Apr 08, 2015

    Kilpatrick reduces ‘riskier’ asset classes

    Cornelian manager moves to increase cash weightings due to fears over the US economy.

  10. Interview| Apr 07, 2015

    ‘When a decision is made, we know who’s accountable’

    Rathbones’ chief executive Mike Webb explains why he believes in a collegiate culture where fund managers are encouraged to think individually.

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