MitonOptimal UK snapped up by rival DFM firm
Deal is the multi-asset manager’s first strategic acquisition
DFM
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Life insurer partners with UK wealth manager
As it rolls out 14 multi-asset funds available to financial advisers
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Investment manager unveils DFM service for advisers
Company has also promoted two individuals to drive the offering
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Advisers urged to look beyond cost as MPS price war intensifies
‘Everyone is muscling in on the action’ but don’t be lured in by the cheapest providers
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DFMs had already shunned UK ahead of record GDP plummet
‘We haven’t been adding to UK risk asset exposure either before the crisis broke out or during it’
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UAE advice firm agrees second merger in a month
As business eyes European and Latin America expansion
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Blacktower unveils DFM joint venture with Guernsey firm
To provide a ‘flexible and competitively-priced discretionary investment management service’
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UK adviser hunger for outsourcing grows
As fewer planners are looking to run their own model portfolios
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DFM and financial planner form £350m UK wealth group
Newly created firm is ‘poised’ for acquisitions, as well as senior hires
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Collapsed wealth firm sells client book
After entering administration in August 2019
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AJ Bell to open platform to third party DFMs in H2 2020
It will provide tax wrapper, custody, dealing and settlement services
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Greyfriars AM and Berkeley Burke declared in default
Glasgow-based IFA business and West Midlands wealth manager also named by the UK lifeboat service