Discretionary Portfolio Management
Advisory
Walker Crips is planning for further expansion by seeking out employees at rival firms who are "disenchanted" by industry merger and acquisition activity.
25 June 2015
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Industry
FE has launched a new service comparing the model portfolios offered by discretionary fund managers (DFMs).
30 March 2015
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Wealth managers
The Financial Conduct Authority (FCA) is seeking feedback on a possible ban on rebates from discretionary fund managers to clients as it develops its response to forthcoming MiFID II legislation.
26 March 2015
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2 min read
Wealth Management
Walker Crips has acquired wealth firm Barker Poland Asset Management (BPAM) in a deal which will add £230m to its assets under management.
09 March 2015
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Platforms
Launched in a blaze of publicity last February, Old Mutual Wealth (OMW) set out its WealthSelect proposition as a rival to traditional discretionary fund management services.
03 March 2015
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Advisory
Investment and financial planning businesses Jonathanfry and Easby Gale and Phillipson (EG&P) have completed a merger to form a company running £700m of clients' funds.
18 February 2015
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Wealth Management
A 23% fall in commission income held back Brewin Dolphin in Q4 despite improving revenues from fee-based business, the wealth manager has said.
28 January 2015
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