Parmenion sets up adviser-DFM partnership programme
It will unveil more initiatives to improve its investment proposition ‘in due course’
DFM
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Newly formed IFA group eyes more acquisitions before year end
‘It’s important to us to have a footprint across the UK’
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One-month-old IFA group unveils DFM service
Products will be on mainstream platforms
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Trade body unveils adviser guide to bolster DIM relationships
It is ‘important each party understands the structure of the arrangements they set up’
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‘Highly competitive’ DFM market warrants close attention
Advisers need to ‘keep their finger on the pulse in terms of staying abreast of ongoing developments’
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Ex-cricketer joins industry duo to set up DFM firm
Company will specialise in financial planning, advice and discretionary investment management
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UK advice company partners with DFM firm to boost ESG offering
‘More and more clients want to express their values through their savings and investment choices’
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UK financial planner secures private equity backing
It plans to enter DFM space and offer buy-out programme to appointed representatives
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Schroders partners with banking giant to unveil DFM service
It is available to the company’s mass affluent clients across the UK and select international markets
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Will 2021 be the year for platforms in offshore markets?
Advisers are migrating ‘large back books of outdated bond business’ onto platforms
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Singapore advice firm eyes DFM offering
It will have an ‘advantage’ over local private banks and independent asset manager, says CEO
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MitonOptimal UK snapped up by rival DFM firm
Deal is the multi-asset manager’s first strategic acquisition