PortfolioMetrix added to Aegon platform
Aegon has added a range of portfolios from discretionary fund management (DFM) firm PortfolioMetrix to its platform following demand from advisers.
DFM
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Quilter Cheviot plans active role in industry consolidation
Having Old Mutual as its parent provides London-headquartered discretionary fund manager Quilter Cheviot with a great deal of opportunity, said chief executive David Loudon, particularly when it comes to acquisitions.
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Nearly 70% of UK IFAs using DFMs, says report
Increasing regulatory costs are driving a greater number of financial advisers in the UK to outsource their investment management, according to latest findings by global analytics firm Cerulli.
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Compulsory standards needed so advisers can compare DFMs
Compulsory reporting standards are needed for discretionary fund manager (DFM) firms so that advisers can better compare them, a panel of industry experts has said.
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Novia Global adds multi-currency ETFs to platform
Novia Global, the online wealth management service, has added multi-currency exchange traded funds in sterling, US dollar and euro to its platform.
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Brewin Dolphin underpinned by strong discretionary flows
UK wealth manager Brewin Dolphin has reported a 3.5% increase in discretionary funds under management to £26.8bn ($35bn, €32bn) during its third quarter.
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ANALYSIS: It is time to reimagine the IFA / DFM relationship
The growth in financial advisers choosing to outsource investment services to discretionary fund managers increasingly begs the question ‘what are they actually charging for?’
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Mansard joins FEIFA Partnership Programme
Mansard Capital Management, a specialist investment manager providing multi asset solutions, discretionary management services and alternative investment funds has joined the Federation of European IFAs (FEIFA).
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Novia partners with DFMs on new investment portal
International intermediaries’ platform Novia Global has launched a new integrated investment portal, which provides access to a panel of discretionary fund managers (DFMs).
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Brooks Macdonald’s discretionary assets climb
Brooks Macdonald has reported discretionary funds under management of £7.82bn ($11.3bn, €10bn) at the end of 2015, up 12% from £6.95bn at the end of 2014.
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L&C adds Quilter Cheviot to advisory panel for low-cost Qrops
London & Colonial (L&C) has added Quilter Cheviot to the panel of approved discretionary fund managers (DFMs) for both its low cost Qrop and Sipp pension schemes.
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Key traits the experts look for in a wealth manager
Whatever anyone says, past performance is still used as a guide when allocating clients’ money – but it is thankfully not the only guide.