Charles Stanley and Brewin partner with newly formed DFM
It will operate two model portfolio ranges with a mix of passive and active approaches
DFM
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Asset manager unveils investment platform for IFAs
Brewin Dolphin and 7IM among six discretionary fund managers that have already signed up
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Advisers face tough grilling on client portfolio performance
Market volatility and Mifid II fee disclosure set to test adviser-client relationship
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MitonOptimal launches Dublin-based DFM range
Asset manager’s new unitised funds will consist of three risk-rated portfolios
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Troubled Greyfriars AM sells SIPP, SSAS pension businesses
Advice firm wind up linked to failed DFM service
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Rowan Dartington names MD for intermediary and intl businesses
Bryan Parkinson to oversee expansion
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Advisers shun DFMs to avoid awkward fee chats with clients
Nearly a fifth of advisers say they would never consider outsourcing
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DFMs must focus on NRIs and other non-UK nationals
International advisers need far more bespoke choices for outsourced investment management
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DFMs mull financial crisis causes a decade on
Lehman Brothers collapsed in September 2008
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Volatility could hit entrenched DFM and adviser relationships
Advice firms could become more discriminatory in their wealth manager due diligence when the economic cycle shifts
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DFMs face safe haven dilemma on US trade war
Discretionary fund managers say asset classes rather than geographies will be the best source of safety if the US unleashes a full-blown trade war as Bank of England simulations show the geographic scope of rising tariffs.
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DFMs hindering trust take-up on platforms
Discretionary fund managers’ lack of willingness to use investment companies in model portfolios is hindering their adoption on advised platforms, according to the Lang Cat.