Discretionary Portfolio Management

Funds

Five UK DFMs form partnership to educate advisers on outsourcing

'Will help the changing role of the adviser'

06 February 2017 • 3 min read

Wealth Management

Brewin Dolphin sees record gross discretionary inflows in 'volatile and uncertain' 2016

Net discretionary inflows up 4.4% to £1.1bn

30 November 2016 • 3 min read

People moves

Lombard Odier continues hiring spree with senior portfolio manager appointment

Joins from Coutts

28 November 2016 • 1 min read

Wealth Management

Wealth manager focused solely on SRI launches in the UK

In response to demand for SRI focused management

17 November 2016 • 1 min read

UK

Brexit fallout tops list of concerns for DFMs

Optimistic on international equities

18 October 2016 • 1 min read

Managed funds

Which funds were most held by multi-managers in Q1?

Property funds pushed off the top spot

27 May 2016 • 3 min read

Regulation

Wealth managers warn MiFID II reporting demands will raise costs

Panic selling also a risk

15 March 2016 • 3 min read

Wealth Management

Brewin Dolphin sees record quarterly discretionary inflows

Inflows of £600m

27 January 2016 • 1 min read

Wealth Management

Prospect Wealth Management launches AIM portfolio for IHT solution

Uses AIM shares for IHT planning

20 January 2016 • 1 min read

Absolute Return

Fulcrum capitalises on absolute return demand with retail push

Two funds available for retail investors

13 October 2015 •

123

Most read

01

M&G sues Royal London for £27m over client access to 'inappropriately risky investments'- reports

23 December 2024 • 2 min read

02

FCA amends investment rules to allow greater LTAF access

23 December 2024 • 2 min read

03

Friday Briefing: Saba isn't being a bully, there is a point to activism

23 December 2024 • 6 min read

04

Coutts and JP Morgan fund updates investment policy to access catastrophe bonds

18 December 2024 • 2 min read

05

Revised figures show zero UK real GDP growth in Q3

23 December 2024 • 1 min read