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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’

Mar 30, 2015

FE unveils DFM comparison tool

Several discretionary managers sign up to service which will allow them to compare model portfolio performance.

From Regulation| Mar 26, 2015

Five things you need to know about FCA approach to Mifid

An in-depth look at the latest UK regulatory response to the imposition of European Union retail finance rules.

From Your Industry| Mar 26, 2015

Adviser parent targets acquisitions after year of sales

Chief executive of Irish group says he is looking to be more active in terms of acquisitions and alliances.

From Regulation| Mar 26, 2015

FCA proposes banning DFM rebates to clients

Discussion paper on MiFID II asks whether the UK regulator should take the European commission rules one step further.

From Your Industry| Mar 26, 2015

Adviser arm growth limits profit hit for James Hay parent

IFG Group results show both pain and gain of significant restructuring over last 12 months.

From Your Industry| Mar 18, 2015

Adviser ‘de-risking’ may be doing more harm than good

Manager’s analysis finds several strategies actually lead to less diversification and more risk for clients.

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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. Merged mutual reveals specialist mortgage plans
    InterviewfromMortgages| 09:35

    Merged mutual reveals specialist mortgage plans

    Family Investments chief reveals how a merger with Engage Mutual could take the provider in a new direction.

  2. FE unveils DFM comparison tool
    Mar 30, 2015

    FE unveils DFM comparison tool

    Several discretionary managers sign up to service which will allow them to compare model portfolio performance.

  3. Five things you need to know about FCA approach to Mifid
    From Regulation| Mar 26, 2015

    Five things you need to know about FCA approach to Mifid

    An in-depth look at the latest UK regulatory response to the imposition of European Union retail finance rules.

  4. Adviser parent targets acquisitions after year of sales
    From Your Industry| Mar 26, 2015

    Adviser parent targets acquisitions after year of sales

    Chief executive of Irish group says he is looking to be more active in terms of acquisitions and alliances.

  5. FCA proposes banning DFM rebates to clients
    From Regulation| Mar 26, 2015

    FCA proposes banning DFM rebates to clients

    Discussion paper on MiFID II asks whether the UK regulator should take the European commission rules one step further.

  6. Adviser arm growth limits profit hit for James Hay parent
    From Your Industry| Mar 26, 2015

    Adviser arm growth limits profit hit for James Hay parent

    IFG Group results show both pain and gain of significant restructuring over last 12 months.

  7. Adviser responsibilities when using DFMs
    Mar 25, 2015

    Adviser responsibilities when using DFMs

    Defaqto Outsourcing Update: Advisers must review underlying investments as well as comparative costs.

  8. Adviser ‘de-risking’ may be doing more harm than good
    From Your Industry| Mar 18, 2015

    Adviser ‘de-risking’ may be doing more harm than good

    Manager’s analysis finds several strategies actually lead to less diversification and more risk for clients.

  9. Banks to check criminal records before hiring advisers
    Mar 16, 2015

    Banks to check criminal records before hiring advisers

    Regulator refuses to back down on it’s demands for banks and building societies to do background checks.

  10. From Special Report: Spring Investment Monitor - March 2015| Mar 16, 2015

    Predictions of 100 Club experts

    Fund selection experts give us their outlook for 2015.

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