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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’

Multi-Manager Funds| Dec 17, 2014

Managers sound warning over Smith’s flagship fund

Hawksmoor trio reduces its Fundsmith Equity holding, saying its theme is ‘long in the tooth’.

From Your Industry| Dec 05, 2014

Hargreaves expands corporate pensions activity

Firm makes two new appointments as part of corporate pensions drive.

Dec 04, 2014

Canaccord hires Sean Taylor to target outsourcing advisers

Sean Taylor joins Canaccord Genuity Wealth Management from UBS to head up its intermediary sales.

Dec 03, 2014

IT writedown sends Brewin’s profits tumbling 70%

Previously announced cost hit from abandoning a new operating system hurts Brewin but masks underlying growth in assets and profitability.

From Your Industry| Dec 01, 2014

Tilney Bestinvest partners with European IFA trade body

Federation looks to meet a “growing demand” from its members for multi-asset portfolio funds and discretionary investment management.

From Your Industry| Nov 28, 2014

Parmenion partners with adviser in CIP launch

Challenge is making all three available options clear to advisers, DFM says.

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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. Managers sound warning over Smith’s flagship fund
    Multi-Manager Funds| Dec 17, 2014

    Managers sound warning over Smith’s flagship fund

    Hawksmoor trio reduces its Fundsmith Equity holding, saying its theme is ‘long in the tooth’.

  2. Hargreaves expands corporate pensions activity
    From Your Industry| Dec 05, 2014

    Hargreaves expands corporate pensions activity

    Firm makes two new appointments as part of corporate pensions drive.

  3. Canaccord hires Sean Taylor to target outsourcing advisers
    Dec 04, 2014

    Canaccord hires Sean Taylor to target outsourcing advisers

    Sean Taylor joins Canaccord Genuity Wealth Management from UBS to head up its intermediary sales.

  4. IT writedown sends Brewin’s profits tumbling 70%
    Dec 03, 2014

    IT writedown sends Brewin’s profits tumbling 70%

    Previously announced cost hit from abandoning a new operating system hurts Brewin but masks underlying growth in assets and profitability.

  5. Tilney Bestinvest partners with European IFA trade body
    From Your Industry| Dec 01, 2014

    Tilney Bestinvest partners with European IFA trade body

    Federation looks to meet a “growing demand” from its members for multi-asset portfolio funds and discretionary investment management.

  6. DFM - December 2014
    From Our Publications| Dec 01, 2014

    DFM - December 2014

    With expansion comes more scrutiny for discretionary sector.

  7. From Special Report: DFM - December 2014| Dec 01, 2014

    Approach bespoke services with care

    Understanding the benefits of a bespoke service.

  8. From Special Report: DFM - December 2014| Dec 01, 2014

    DFM performance lacks detail

    Discretionary fund managers fail to give investors the clarity they need when it comes to performance.

  9. From Special Report: DFM - December 2014| Dec 01, 2014

    Process giving peace of mind

    The due diligence process has never been more important to carry out.

  10. From Special Report: DFM - December 2014| Dec 01, 2014

    Knowing your multi-assets from your DFMs

    The DFM has taken the form of several different propositions.

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