• Home
  • Equities
    • UK
    • Global
    • Europe
    • US
    • Asia
    • Emerging markets
    • Specialist
  • Bonds
  • Multi-asset
    • Managed funds
    • Property
    • Commodities
    • Alternatives
    • Absolute Return
  • Markets
    • UK
    • Global
    • Economics
    • Currencies
  • Funds
    • Unit trusts/OEICs
    • Investment Trusts
    • VCTs/EIS
    • Platforms
    • ETFs
    • Pensions
  • Regulation
  • Diversity
  • People moves
  • Events
  • Financial library
  • Industry blogs
  • Thematics spotlight
  • Investment Europe
  • Newsletters
  • Sign in
    • logged-in-corporate-menuYou are currently accessing Investment Week via your Enterprise account.

      If you already have an account please use the link below to sign in.

      If you have any problems with your access or would like to request an individual access account please contact our customer service team.

      Phone: +44 (0) 1858 438800

      Email: [email protected]

      • Sign in
     
      • Account details
      • Newsletters
      • Contact support
      • Sign out
     
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
    • Facebook
    • YouTube
    • Instagram
  • Register
  • Events
    • Upcoming events
      event logo
      Multi Asset Roadshow 2020

      Professional Adviser is back in the new year with the Multi Asset Roadshow, travelling to Harrogate, Warrington, Birmingham, Bristol and London.

      • Date: 28 Jan 2020
      • Harrogate, Warrington, Birmingham, Bristol, London
      event logo
      Investment Week Select

      Your time. Your Choice. Tuesday 4th February 2020

      • Date: 04 Feb 2020
      • Meet in Place, London
      event logo
      Professional Adviser Awards 2020

      The Professional Adviser Awards recognise excellence in Financial Advice. The 2020 awards will be held at The Brewery on Thursday 6th February.

      • Date: 06 Feb 2020
      • The Brewery, 52 Chiswell Street, London EC1Y 4SD, London
      event logo
      Women in Investment Festival 2020

      Investment Week, Professional Adviser, Professional Pensions, Retirement Planner and Investment Europe have collaborated to launch the Women in Investment Festival 2020, in partnership with HSBC Global Asset Management.

      • Date: 03 Mar 2020
      • The Brewery 52 Chiswell Street London EC1Y 4SD, London
      View all events
      Follow our events

      Sign up to receive email alerts about our events

      Sign up

  • White papers
    • Fidelity logo whitebackground1200 630px 1 120x194
      The ETF Evolution

      In this exclusive magazine exploring the evolution of quality and income ETF strategies, King reveals that each ETF follows an investment strategy developed by the group's in-house research team that leverages fundamental active insights to inform the factor definitions and applies portfolio construction principles to mitigate the unintended biases.

      Download
      7ded04ac5957a69da8d1df41c8f21a0c33988d8f 1 120x194
      A bet on the UK bounce back

      David Cumming, Aviva Investors' chief investment officer for equities, last year witnessed turbulent times for UK equities but he remains positive about the market in which he has a personal as well as a professional stake.

      Download
      Find white papers
      Search by title or subject area
      View all white papers
  • Industry blogs
  • Thematics spotlight
  • Investment Europe
Investment Week
Investment Week
Sponsored by BMO
  • Home
  • Equities
  • Bonds
  • Multi-asset
  • Markets
  • Funds
  • Regulation
  • Diversity
  • People moves
  • logged-in-corporate-menuYou are currently accessing Investment Week via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
 
    • Account details
    • Newsletters
    • Contact support
    • Sign out
 
  • Trending
  • Brexit
  • Empowering women
  • India 'conundrum'
  • Trailblazer Q&As
  • 2020 vision

Discretionary Portfolio Management

Brown Shipley bolsters investment team with investment director hire
Brown Shipley bolsters investment team with investment director hire

Will work closely with CIO Toby Vaughan

  • People moves
  • 17 October 2019
Candriam hires Aviva Investors' Welch as senior relationship manager
Candriam hires Aviva Investors' Welch as senior relationship manager

Strengthening position in UK wholesale market

  • People moves
  • 09 July 2019
Entries open for Gold Standard Awards 2019
Entries open for Gold Standard Awards 2019

Ceremony will take place 13 November

  • Industry
  • 18 March 2019
FCA slams automated investment providers
FCA slams automated investment providers

Poor practice highlighted

  • Investment
  • 21 May 2018
Chase de Vere plans launch of discretionary model portfolio service
Chase de Vere plans launch of discretionary model portfolio service

On the back of client demand

  • Wealth Management
  • 05 January 2018
Close Brothers recruits investment manager from Brewin Dolphin
Close Brothers recruits investment manager from Brewin Dolphin

Spent 12 years at Brewin Dolphin

  • People moves
  • 26 July 2017
Charles Stanley hires portfolio manager for IHT service

Spent five years at Charlotte Square

  • Fund management
  • 25 July 2017
Private client assets pass £800bn for first time
Private client assets pass £800bn for first time

Wealth management assets climb £49bn in a year

  • Wealth Management
  • 29 June 2017
Openwork hires Tilney's head of investment to launch discretionary service
Openwork hires Tilney's head of investment to launch discretionary service

Available in April

  • Platforms
  • 09 February 2017
Five UK DFMs form partnership to educate advisers on outsourcing

'Will help the changing role of the adviser'

  • Funds
  • 06 February 2017
Brewin Dolphin sees record gross discretionary inflows in 'volatile and uncertain' 2016
Brewin Dolphin sees record gross discretionary inflows in 'volatile and uncertain' 2016

Net discretionary inflows up 4.4% to £1.1bn

  • Wealth Management
  • 30 November 2016
Lombard Odier continues hiring spree with senior portfolio manager appointment
Lombard Odier continues hiring spree with senior portfolio manager appointment

Joins from Coutts

  • People moves
  • 28 November 2016
Wealth manager focused solely on SRI launches in the UK

In response to demand for SRI focused management

  • Wealth Management
  • 17 November 2016
Brexit fallout tops list of concerns for DFMs
Brexit fallout tops list of concerns for DFMs

Optimistic on international equities

  • UK
  • 18 October 2016
Which funds were most held by multi-managers in Q1?
Which funds were most held by multi-managers in Q1?

Property funds pushed off the top spot

  • Managed funds
  • 27 May 2016
Wealth managers warn MiFID II reporting demands will raise costs
Wealth managers warn MiFID II reporting demands will raise costs

Panic selling also a risk

  • Regulation
  • 15 March 2016
Brewin Dolphin sees record quarterly discretionary inflows
Brewin Dolphin sees record quarterly discretionary inflows

Inflows of £600m

  • Wealth Management
  • 27 January 2016
Prospect Wealth Management launches AIM portfolio for IHT solution
Prospect Wealth Management launches AIM portfolio for IHT solution

Uses AIM shares for IHT planning

  • Wealth Management
  • 20 January 2016
Fulcrum capitalises on absolute return demand with retail push
Fulcrum capitalises on absolute return demand with retail push

Two funds available for retail investors

  • Absolute Return
  • 13 October 2015
Cazenove hires duo for regional sales push
Cazenove hires duo for regional sales push

Pair join DFM team at wealth manager

  • Wealth managers
  • 25 August 2015
Thesis: Pensions freedoms have driven IFAs to DFMs

Need to consider longer time horizons

  • Wealth Management
  • 19 August 2015
Walker Crips to capitalise on wealth M&A 'disenchantment'

Walker Crips is planning for further expansion by seeking out employees at rival firms who are "disenchanted" by industry merger and acquisition activity.

  • Advisory
  • 25 June 2015
FE launches DFM model portfolio comparison service
FE launches DFM model portfolio comparison service

FE has launched a new service comparing the model portfolios offered by discretionary fund managers (DFMs).

  • Industry
  • 30 March 2015
FCA considers full ban on DFM rebates

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.

  • Wealth managers
  • 26 March 2015
123

Most read

M&G suspends £2.5bn property fund as assets plummet
M&G suspends £2.5bn property fund as assets plummet
Hargreaves Lansdown among targets of Woodford investors' legal challenge
Hargreaves Lansdown among targets of Woodford investors' legal challenge
Lindsell Train drops out of multi-managers' top ten as Woodford fallout continues
Lindsell Train drops out of multi-managers' top ten as Woodford fallout continues
Fidelity promotes McCaffery to global CIO of asset management role
Fidelity promotes McCaffery to global CIO of asset management role
Investors flee Standard Life Aberdeen property fund following M&G gating
Investors flee Standard Life Aberdeen property fund following M&G gating
Trustpilot

 

  • Contact us
  • Marketing solutions
  • About Incisive Media
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters
  • Facebook
  • YouTube
  • Instagram

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading