Ex-Brooks Macdonald director teams up with P1 Investment Services for DFM launch

Five Horizons Wealth Management

Cristian Angeloni
clock • 2 min read

Former Brooks Macdonald and City Asset Management investment director Daniel Minett has partnered with P1 Investment Solutions to launch a wealth management boutique.

The company, named Five Horizons Wealth Management, will combine DFM services with technology and operate under the P1 umbrella, using its regulatory, administrative and tech support framework, as well as P1's digital investment platform. Evelyn Partners buys City of London boutique Dart Capital Five Horizons will also launch five risk-rated portfolios, available as growth, income or responsible mandates. They will be accessible via several advisory platforms, as well as P1's own platform. Clients will be given the option to access the portfolios off-the-shelf or have a dedicated inve...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Companies

FTSE 100 dividend forecasts fall as 2018 peak moves further out of reach

FTSE 100 dividend forecasts fall as 2018 peak moves further out of reach

AJ Bell Dividend Dashboard

Sorin Dojan
clock 20 December 2024 • 4 min read
WealthTek boss John Dance charged with £64m fraud and money laundering

WealthTek boss John Dance charged with £64m fraud and money laundering

‘One of the most serious and largest frauds’

Jenna Brown
clock 19 December 2024 • 2 min read
Ukraine war has made City spending on defence 'essential' as opposed to 'contentious'

Ukraine war has made City spending on defence 'essential' as opposed to 'contentious'

Defence sector ‘vital to the economy’

Sorin Dojan
clock 18 December 2024 • 5 min read
Trustpilot