Walker Crips posts 33 rise in discretionary AUM
Walker Crips reports 33% rise in AUM over the quarter
Discretionary
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Skandia unveils WealthSelect range
Skandia publishes WealthSelect researched funds list and launches free discretionary service
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Income rises as Brewin centres on discretionary
New client inflows into discretionary business were a key driver of Brewin Dolphin's income growth and offset losses from advisory funds‚ the firm said in its interim management statement.
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Hartmann Capital winding up in wake
Hartmann Capital is being wound up in the wake of a Financial Conduct Authority “supervisory notice” against it.
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Transact named best platform
Investment platform pricing continues to be a prominent factor in adviser platform selection but functionality remains key, CoreData Research has found.
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Kay takes a punt on Nutmeg
Professor John Kay is to act in an advisory capacity for online discretionary investment manager Nutmeg and has made a “substantial” investment in the business.
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fee boost as charles stanley clients
Charles Stanley reported a 17.3% year-on-year increase in investment management fees driven mainly by a surge in discretionary accounts, as investors moved across from their advisory dealing service in their droves, chairman David Howard said today.
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thomas miller managed portflio service
Thomas Miller Investment is in talks with the major platforms to give intermediaries access to its newly launched managed portfolio service although its ability to invest in securities and collectives is a potential stumbling block.
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Sandringham teams up with stakeholder
Restricted advice firm Sandringham Financial Partners is the latest adviser to team up with Verbatim Asset Management, the investment arm of the SimplyBiz Group.
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sanderson appointment at 7IM
Seven Investment Management (7IM) has hired ex-Coutts & Co Stewart Sanderson as head of discretionary management as the firm looks to compete with private banks.
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New backer for Nutmeg
Nutmeg.com, the new online discretionary fund management service, has announced details of a new private investor.
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spearpoint acquisition drives brooks macdonald
The acquisition of Spearpoint added 18% to discretionary funds under management at Brooks Macdonald by the end of December, taking the group total to £4.62bn.