Canaccord partners with Holborn for Dubai
Holborn Assets has entered into an exclusive strategic partnership with Canaccord Genuity to provide discretionary portfolio management services.
DFM
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Clients of defunct DFM set for payment
The UK’s Financial Services Compensation Scheme expects to shortly make the first payments to customers of discretionary fund manager Strand Capital, which entered administration in May 2017.
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Ticking time bomb for advisers outsourcing investment
Markets are creating a ticking time bomb for advisers outsourcing investment business to discretionary investment managers under the agent as client model with a downturn likely to highlight shortcomings that have previously been ignored.
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UK regulator declares DFM insolvent
The Financial Conduct Authority (FCA) has declared discretionary fund management firm Beaufort Securities and its clearing arm, Beaufort Asset Clearing Services, insolvent.
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How The Fry Group improved client outcomes with technology
The Fry Group’s David Pugh sets out the firm’s approach to the use of technology in improving and broadening its offering to clients.
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IFAs should disclose 10% drop in performance
IFAs offering advised investment portfolios should consider matching DFMs by voluntarily disclosing any 10% falls in value to clients, says investment expert Graham Bentley.
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MitonOptimal on advisers using DFMs
Dissecting advice and portfolio management can resolve the cost, performance and regulatory issues IFAs are facing, Scott Campbell, managing director and chief investment officer of MitonOptimal, tells International Adviser.
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Demonstrating value to clients when using DFMs
The growing use of discretionary fund managers (DFMs) has put some advisers in a sticky situation. How can you comfortably charge a fee for an on-going service model when one of the most visible parts of that service is outsourced?
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Intelligent Money launches platform for inactive IFA clients
Investment manager and Sipp provider Intelligent Money has launched a white-labelled investment tool that allows advisers to offer a low-cost proposition to inactive clients they no longer serve face-to-face.
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VAM Funds launches online valuation system for DFM fund range
Luxembourg-based asset manager VAM Funds has launched an online valuation system for IFAs who use the firm’s discretionary fund management services.
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Canada Life launches offshore bond valuation tool
Offshore insurer Canada Life International (CLI) has launched an online valuation tool for international bonds in partnership with information technology services provider Intelliflo.
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UK wealth managers hit a crossroad on path to growth
If traditional UK wealth managers want to stay alive, they must find their unique selling points, invest in technology and pursue inorganic growth strategies, according to a report from SEI Wealth Platform.