Life insurer expands investment opportunities for DFMs
They will be able to create bespoke portfolios and reduce expenses
DFM
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Asset manager launches DFM operation
As retirement solutions provider acquires investment platform consultancy firm
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Financial advice group to set up DFM operation
Firm also launches managed portfolio service via the Zurich intermediary platform
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IFA firm unveils DFM joint venture with Frenkel Topping
Deal is a ‘logical next step’ and will allow both to grow their offerings in the space
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Private bank expands offering with model portfolio service
Total cost to the client will be capped at no more than 1.5%-1.95%
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Under half of financial planners outsource investment to DFMs
Advisers pick Brewin Dolphin and Brooks Macdonald as favourite discretionary managers
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AJ Bell to roll out third-party DFM models
In tandem with a retirement investment account in 2020
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Brooks Macdonald focused on ‘reinvigorating’ international arm
As group says the division ‘is certainly not excluded’ from making potential acquisitions
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UK wealth manager rolls out planning service for ‘Henrys’
Those with a £200,000+ income can qualify regardless of minimum investible assets
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St James’s Place receives approval for Singapore DFM offering
Investments made through its portfolio service will be held under custodianship of Rowan Dartington
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SJP hits nearly £110bn in funds under management
As the firm eyes expanding its DFM services to Shanghai and Singapore
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Charles Stanley and Brewin partner with newly formed DFM
It will operate two model portfolio ranges with a mix of passive and active approaches