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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| 11:09

SJP admits IT failure prevents client transfers

Wealth manager blames recent upgrade of back office systems.

From Your Industry| Feb 03, 2016

Hargreaves Lansdown celebrates record assets

Hargreaves Lansdown also plans to launch more multi-manager funds this year.

From Your Industry| Feb 02, 2016

Nutmeg cuts fees

Chief executive astonished so many providers “bamboozle” their customers with multiple charges.

From Regulation| Jan 29, 2016

Pension red tape and dog spotting: week in news

Someone finally got the Golden Ticket and won the right to rule the regulator too,

Jan 28, 2016

Nutmeg boss hits back at criticism

Online discretionary manager gives views on review panel and says he is still waiting on regulatory permissions for new advice service.

From Regulation| Jan 28, 2016

FCA tells advisers to get ready for Priips rules

European Union-wide product rules are set to be enforced from the end of this year.

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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. SJP admits IT failure prevents client transfers
    From Your Industry| 11:09

    SJP admits IT failure prevents client transfers

    Wealth manager blames recent upgrade of back office systems.

  2. Hargreaves Lansdown celebrates record assets
    From Your Industry| Feb 03, 2016

    Hargreaves Lansdown celebrates record assets

    Hargreaves Lansdown also plans to launch more multi-manager funds this year.

  3. Nutmeg cuts fees
    From Your Industry| Feb 02, 2016

    Nutmeg cuts fees

    Chief executive astonished so many providers “bamboozle” their customers with multiple charges.

  4. Pension red tape and dog spotting: week in news
    From Regulation| Jan 29, 2016

    Pension red tape and dog spotting: week in news

    Someone finally got the Golden Ticket and won the right to rule the regulator too,

  5. Nutmeg boss hits back at criticism
    Jan 28, 2016

    Nutmeg boss hits back at criticism

    Online discretionary manager gives views on review panel and says he is still waiting on regulatory permissions for new advice service.

  6. FCA tells advisers to get ready for Priips rules
    From Regulation| Jan 28, 2016

    FCA tells advisers to get ready for Priips rules

    European Union-wide product rules are set to be enforced from the end of this year.

  7. Brooks Macdonald sees FUM edge up
    Jan 26, 2016

    Brooks Macdonald sees FUM edge up

    Profits impacted by faster than expected pace of conversion from advisory to discretionary in the international business.

  8. Platform View: Time for DFM soul searching
    Jan 22, 2016

    Platform View: Time for DFM soul searching

    Discretionaries may be the link in the chain least prepared for change.

  9. Close Brothers weathers stormy period
    From Your Industry| Jan 22, 2016

    Close Brothers weathers stormy period

    Falls in asset management client assets and banking division’s net interest margin during the second half of 2015.

  10. Charles Stanley sees assets fall despite higher inflows
    Jan 21, 2016

    Charles Stanley sees assets fall despite higher inflows

    Group’s trading update reports FUM decline of 2.3 per cent over past nine months.

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