FE launches DFM comparison tool
Financial Express (FE) has launched a service allowing financial advisers to directly compare DFM model portfolios.
DFM
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Morningstar investment unit opens in South Africa
Morningstar Inc, the US-based research provider and financial services group, said it has been granted a licence to provide discretionary investment management and advisory services to South Africa-based financial institutions and advisers.
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Old Mutual Wealth buys Quilter Cheviot for 585m
In an effort to bulk up its offering to high net worth clients, Old Mutual Wealth has agreed to buy discretionary manager Quilter Cheviot for £585m.
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GAM restructuring bearing fruit
According to GAM CEO, David Solo, the restructuring process is now largely complete and the results are evident.
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DFMs struggle due to misplaced focus
Discretionary fund managers are struggling to focus on clients’ investment objectives because they still measure their performance against indices rather than individual client goals.
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Defaqto research points to DFM growth
45% of IFAs were outsourcing their investment propositions in 2013, with more than half doing so via discretionaries, a pointer that the DFM sector is on a growth path, according to Defaqto.