How the sustainability disclosure requirements will impact DFMs
Concerns of vast swathes of assets chasing labelled funds and a threshold MPS will never meet
DFM
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Investment firm partners with Charles Stanley to set up DFM service
In a bid to attract more advice companies to its parent group
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IFA consolidator sets up investment management arm
It will be ‘radically different from traditional DFMs’
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IFA group inks fourth acquisition of the year
As it names CIO to oversee its discretionary fund management arm
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Markets put hard brakes on MPS asset growth
‘Financial advisers and clients are postponing portfolio changes due to volatility’
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HSBC PB unveils DFM service for clients in Asia
To meet customer demands for discretionary mandates
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Titan AM to roll out model portfolios for international market
It is the first phase of the group’s expansion into the global adviser and private client sectors
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Cost and loss of control worry advisers when outsourcing CIP
Centralised investment propositions could become ‘unmanageable’ for 97% of firms
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UK wealth firm makes second DFM acquisition of 2022
Deal adds around £180m in assets under management
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Asset manager buys 50% stake in DFM for £7m
Deal adds £800m in assets under management
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Octopus Investments merges away ‘uncompetitive’ DFM offering
Customers will incur higher fees
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DFM consolidator Titan Wealth buys Cardale Asset Management
Company acquired Tavistock’s £1bn multi-asset arm in June 2021