DFM

Deep Dive: Consumer Duty is 'forcing' DFMs and asset managers to justify value and costs

Regulation

Deep Dive: Consumer Duty is 'forcing' DFMs and asset managers to justify value and costs

Passives still prevail

15 September 2023 • 4 min read

LGT completes £140m takeover of abrdn's DFM business

Companies

LGT completes £140m takeover of abrdn's DFM business

In the UK and Jersey

04 September 2023 • 1 min read

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

Companies

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

Five Horizons Wealth Management

04 September 2023 • 2 min read

abrdn's £6bn discretionary fund management arm to be sold to LGT

Companies

abrdn's £6bn discretionary fund management arm to be sold to LGT

For £140m

28 February 2023 • 2 min read

Eden Park, Charles Stanley and SS&C Hubwise launch DFM

Funds

Eden Park, Charles Stanley and SS&C Hubwise launch DFM

Multi-jurisdictional offerings

06 February 2023 • 1 min read

EQ Investors joint CEO steps down after 18 months in role

People moves

EQ Investors joint CEO steps down after 18 months in role

Second CEO to exit the firm this year

09 November 2022 • 1 min read

Rathbones taps Charles Stanley for DFM specialist within distribution team

People moves

Rathbones taps Charles Stanley for DFM specialist within distribution team

Marie Lawrence joins

05 October 2022 • 1 min read

Parmenion IM launches passive ESG portfolios

ETFs

Parmenion IM launches passive ESG portfolios

Companies with high ESG scores

14 September 2022 • 2 min read

EQ Investors appoints head of sales for DFM business

People moves

EQ Investors appoints head of sales for DFM business

Luke Powell joins from JM Finn

10 June 2022 • 1 min read

Young Fundpicker: ESG through the lens of the Ukrainian crisis

ESG

Young Fundpicker: ESG through the lens of the Ukrainian crisis

Questions around energy and armaments

03 May 2022 • 5 min read

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