discretionary fund managers

Wealth Management

Behind the headlines: The real reasons advisers use DFMs and how outsourcing impacts their businesses

State of the UK DFM market

clock 17 October 2018 • 4 min read

People moves

Close Brothers hires managing director from Rathbones

Joins former colleague Tim Eliot-Cohen

clock 11 September 2018 • 1 min read

Regulation

PIMFA 'disappointed' DFMs hit with 25% FSCS levy despite feedback

UK's 'pool of last resort'

clock 02 May 2018 • 1 min read

Funds

Graham Bentley: Do model portfolios or funds of funds deliver the better outcome?

Where is the better outcome?

clock 01 May 2018 • 8 min read

Regulation

FinoComp launches tool to tackle MiFID II '10% rule' dilemma

Targets DFMs and platform providers

clock 14 December 2017 • 2 min read

Funds

Why DFMs are switching to a unitised funds approach

Significant cost benefits

clock 06 December 2017 • 3 min read

Investment

Brooks Macdonald discretionary FUM grows to £11bn in Q3

5.1% increase in Q3

clock 24 October 2017 • 1 min read

Platforms

Pressure builds on platforms for urgent solutions to MiFID II '10% rule' as deadline looms

As January 2018 deadline looms

clock 20 September 2017 • 5 min read

Wealth Management

Private client assets pass £800bn for first time

Wealth management assets climb £49bn in a year

clock 29 June 2017 • 1 min read

Investment

Tatton Asset Management to launch £51m IPO in July

List on 6 July on AIM market

clock 22 June 2017 • 1 min read
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