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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’

15:44

How Black Monday could expose flaws in DFM selection

Some say better communication of investment approaches may be the way to stand out in an increasingly homogenised market.

Aug 28, 2015

Cazenove eyes tech improvements to aid advisers

Nick Georgiadis talks about technology, fees and asset allocation.

From Your Industry| Aug 27, 2015

IFG profits up despite regulatory fees surging

Saunderson House wealth management business saw adjusted operating profit down by 11 per cent.

Aug 24, 2015

Cazenove appoints two new regional BDMs

The appointments come as part of a strategy to expand the firm’s UK footprint.

Aug 24, 2015

Buyers demand more detail to help spot co-investor risk

Asset managers ‘not giving good answers’ to disclosure requests.

From Pensions| Aug 21, 2015

Innovation, revolution and acquisition

Buy-to-let criteria changes and discretionary management opportunism also covered during the last five days.

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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. How Black Monday could expose flaws in DFM selection
    15:44

    How Black Monday could expose flaws in DFM selection

    Some say better communication of investment approaches may be the way to stand out in an increasingly homogenised market.

  2. Cazenove eyes tech improvements to aid advisers
    Aug 28, 2015

    Cazenove eyes tech improvements to aid advisers

    Nick Georgiadis talks about technology, fees and asset allocation.

  3. IFG profits up despite regulatory fees surging
    From Your Industry| Aug 27, 2015

    IFG profits up despite regulatory fees surging

    Saunderson House wealth management business saw adjusted operating profit down by 11 per cent.

  4. Cazenove appoints two new regional BDMs
    Aug 24, 2015

    Cazenove appoints two new regional BDMs

    The appointments come as part of a strategy to expand the firm’s UK footprint.

  5. Buyers demand more detail to help spot co-investor risk
    Aug 24, 2015

    Buyers demand more detail to help spot co-investor risk

    Asset managers ‘not giving good answers’ to disclosure requests.

  6. Innovation, revolution and acquisition
    From Pensions| Aug 21, 2015

    Innovation, revolution and acquisition

    Buy-to-let criteria changes and discretionary management opportunism also covered during the last five days.

  7. Nucleus warns against DFM due diligence lapses
    Aug 21, 2015

    Nucleus warns against DFM due diligence lapses

    Platform’s latest white paper points out that the regulator will continue to focus on this area as outsourcing grows.

  8. Technology is an opportunity for advisers, not a threat
    FTAdviser BlogonYour Industry| Aug 20, 2015

    Technology is an opportunity for advisers, not a threat

    With more options than ever, advisers must take advantage of technology and broaden their client base, urges discretionary manager.

  9. Brewin hits back at rival’s claim about D2C offer
    Aug 19, 2015

    Brewin hits back at rival’s claim about D2C offer

    Both Wellian and Nutmeg pitch to those customers cast adrift by Brewin.

  10. James Hay launches managed portfolio panel
    Aug 19, 2015

    James Hay launches managed portfolio panel

    New service offers discretionary expertise with fund management charges starting at 0.18 per cent.

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