Wealth manager Q&A with PortfolioMetrix’s Alex Funk: Model project
The CIO has witnessed the adoption of model portfolios reshape the investment landscape but believes there is still work to be done
Discretionary Fund Managers
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Eden Park IM partners with Hymans Robertson
Investment services provider will sub-manage Eden Park’s Brunel range
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Chase de Vere rubbishes claims it switched clients into pricier poor-performing portfolios
Select range has gathered £670m in two years yet The Times claims half of portfolios have underperformed peers
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Benefits of DFMs met with scepticism by cost-conscious advisers
Rathbones report touts performance and risk/return benefits
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Tatton seeks M&A activity after AUM boost
Tatton Asset Management (TAM) is eyeing M&A options after posting solid assets under management (AUM) growth for the six months to the end of September.
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PA ANALYSIS: Make-or-break time for The People’s Trust
Daniel Godfrey is on a charm offensive. With the initial public offering (IPO) of The People’s Trust pencilled in for 7 September, he is busy preparing to float the trust on two stock exchanges.
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New tool promises to work out if DFMs offer value for money
A ‘Fair Fee Formula’ designed by consultancy firm Asset Risk Consultants (ARC) has been released to help private clients decide if their discretionary fund manager offers value for money.
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Skandia shines light on opaque outsourcing fees
New analysis by the Lang Cat has highlighted the opaque nature of portfolio management fee structures used by many discretionary fund managers