Discretionary Portfolio Management

Funds

Five UK DFMs form partnership to educate advisers on outsourcing

'Will help the changing role of the adviser'

clock 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

clock 30 November 2016 • 3 min read

People moves

Lombard Odier continues hiring spree with senior portfolio manager appointment

Joins from Coutts

clock 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

clock 17 November 2016 • 1 min read

UK

Brexit fallout tops list of concerns for DFMs

Optimistic on international equities

clock 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

clock 27 May 2016 • 3 min read

Regulation

Wealth managers warn MiFID II reporting demands will raise costs

Panic selling also a risk

clock 15 March 2016 • 3 min read

Wealth Management

Brewin Dolphin sees record quarterly discretionary inflows

Inflows of £600m

clock 27 January 2016 • 1 min read

Wealth Management

Prospect Wealth Management launches AIM portfolio for IHT solution

Uses AIM shares for IHT planning

clock 20 January 2016 • 1 min read

Absolute Return

Fulcrum capitalises on absolute return demand with retail push

Two funds available for retail investors

clock 13 October 2015 •
Most read
01

BoE's Andrew Bailey warns Budget tax hikes add 'uncertainty' for interest rate cuts

19 November 2024 • 2 min read
02

abrdn promotes Xavier Meyer to investments CEO as part of leadership shake-up

19 November 2024 • 2 min read
03

Jupiter plans merger of former Dan Nickols UK small-cap fund by end of year

20 November 2024 • 2 min read
04

Pridham Report: Nearly two thirds of UK's largest fund groups record weaker net retail sales in Q3

20 November 2024 • 3 min read
05

Jupiter poaches European equity team from GAM Investments

19 November 2024 • 1 min read
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