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Home > Investments > Discretionary Management

Discretionary Management

From Your Industry| 11:47

Old Mutual Wealth wary of robo-advice cost

Chief distribution officer says “many millions” are needed to get ahead in technology.

08:36

Charles Stanley takes trail commission hit

Total funds under management and administration at the firm were £20.9bn, up 2 per cent on the previous quarter.

Jul 15, 2016

Fund Selector: A time to hold your nerve

Private client management is driven by longer term investing and not short-term punting

Property| Jul 13, 2016

Standard Life sells properties in £328m investment trust

Sell-off amounts to £12.4m in assets.

Jul 11, 2016

True Potential portfolios ride out Brexit volatility

“Most diversified investments available in the UK” see good performance over Brexit period, claims True Potential partner.

From Your Industry| Jul 11, 2016

Frenkel Topping profits hit by DFM drive

Company has started moving £90m of client funds to its new discretionary fund management business.

Economic Indicators
FTSE 100 6,724 +0.21%
CPI inflation 0.3%
FTSE 250 17,069 -0.13%
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. Old Mutual Wealth wary of robo-advice cost
    From Your Industry| 11:47

    Old Mutual Wealth wary of robo-advice cost

    Chief distribution officer says “many millions” are needed to get ahead in technology.

  2. Charles Stanley takes trail commission hit
    08:36

    Charles Stanley takes trail commission hit

    Total funds under management and administration at the firm were £20.9bn, up 2 per cent on the previous quarter.

  3. Fund Selector: A time to hold your nerve
    Jul 15, 2016

    Fund Selector: A time to hold your nerve

    Private client management is driven by longer term investing and not short-term punting

  4. Standard Life sells properties in £328m investment trust
    Property| Jul 13, 2016

    Standard Life sells properties in £328m investment trust

    Sell-off amounts to £12.4m in assets.

  5. True Potential portfolios ride out Brexit volatility
    Jul 11, 2016

    True Potential portfolios ride out Brexit volatility

    “Most diversified investments available in the UK” see good performance over Brexit period, claims True Potential partner.

  6. Frenkel Topping profits hit by DFM drive
    From Your Industry| Jul 11, 2016

    Frenkel Topping profits hit by DFM drive

    Company has started moving £90m of client funds to its new discretionary fund management business.

  7. Increase in pension freedom enquiries set to continue
    From Pensions| Jul 08, 2016

    Increase in pension freedom enquiries set to continue

    A total of 17 per cent of advisers are expecting a fall in the average portfolio size.

  8. Impax sees inflows slow in second quarter
    From Your Industry| 08:48

    Impax sees inflows slow in second quarter

    Environmental markets should not be hugely affected by the UK’s vote to leave the European Union, says chief executive.

  9. Diversification prevents post-Brexit portfolio blues
    08:42

    Diversification prevents post-Brexit portfolio blues

    Wealth managers see positive growth in portfolios after European Union referendum, thanks to diversification.

  10. Walker Crips sees profits double
    From Your Industry| 08:44

    Walker Crips sees profits double

    Chairman says the discretionary fund manager is looking to refine its business model.

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