Chase de Vere is applying for regulatory permissions to launch its first discretionary investment service in the first half of 2018, Investment Week can reveal.
Previously, the firm has only provided advisory investment services, but it now intends to add a new discretionary model portfolio offering to sit alongside. The group is in the process of applying...
AUM growth of 19% in first half of 2018
Move to improve access to institutional managers without a retail fund
Launching fund end of 2018
Purchased for undisclosed sum