City removes VAT from managed portfolios
Discretionary Management
Charles Stanley scraps VAT & adds ESG to managed portfolios
DFM pledging to ‘break broken market’ passes £100m assets
Nucleus rivals ‘overpriced’ DFMs with planning-led MPS
Diligence is key when appointing a DFM
Brooks’ investment performance offset by £260m outflows
The risks of going it alone post-Covid
Brooks pledges to pass on VAT cut to advisers
Brooks pledges to transform adviser experience
How the EU capital adequacy regime will apply to those with DIM permissions
CPD
Approx.30min
The technology needed to run a DIM
CPD
Approx.30min
How DFMs have reacted to the pandemic
Why go down the DFM route
How to select a DFM
How DFMs deal with asset allocation
Guide to Discretionary Fund Management
CPD
Approx.60min