Asset manager unveils investment platform for IFAs
Brewin Dolphin and 7IM among six discretionary fund managers that have already signed up
Brewin Dolphin and 7IM among six discretionary fund managers that have already signed up
Market volatility and Mifid II fee disclosure set to test adviser-client relationship
Asset manager’s new unitised funds will consist of three risk-rated portfolios
Advice firm wind up linked to failed DFM service
Bryan Parkinson to oversee expansion
Nearly a fifth of advisers say they would never consider outsourcing
International advisers need far more bespoke choices for outsourced investment management
Lehman Brothers collapsed in September 2008
Advice firms could become more discriminatory in their wealth manager due diligence when the economic cycle shifts
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.
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.
Holborn Assets has entered into an exclusive strategic partnership with Canaccord Genuity to provide discretionary portfolio management services.