defaqto – top five dfms
Only five discretionary fund managers have achieved the top rating from Defaqto for both their bespoke and model portfolio services (MPS), following the analysis of 35 bespoke propositions and 45 MPS.
Discretionary
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discretionary firm takes over regional ifa
Discretionary wealth manager and IFA firm AFH Financial Group has announced its eighth takeover of an IFA since its IPO last year.
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brooks macdonald disc service through elevate
Brooks Macdonald is the latest firm to offer its discretionary proposition through Axa Wealth’s Elevate platform.
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discretionaries alert to retail opportunities
Discretionaries willingness to establish unitised portfolios has helped push the amount of IFAs outsourcing some or all of their investment process up to 42%, according to Defaqto.
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discretionaries must innovate to win new business
Prudence, caution, good judgement, maturity and diplomacy were among the synonyms for the word discretion thrown up by my PC this afternoon. Presumably, these are all terms we can also use to describe first-class discretionary managers.
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octopus adds to discretionary management service
Multi-manager Octopus Investments has added two new propositions to its discretionary management service.
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close am announces new discretionary funds
Close Asset Management has launched two new styles of fund that sit within its Discretionary Funds range.
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IFA outsourcing to rise ahead of RDR start
IFAs are expected to increase outsourcing client portfolios to discretionary managers ahead of RDR
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Brooks Macdonald buys Clarke Willmotts investment business
The AIM-listed wealth management group intends to boost its funds business with the £1.56m purchase.
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London & Capital hires two to adviser solutions team
Discretionary firm London & Capital has hired Bruce Kirkcaldy and Sachin Patel.
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Gore Browne IM hires investment managers from Barclays Wealth
Discretionary firm Gore Browne Investment Management has hired Chris Rogers and Simon Jackson.
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Cheviot AM’s Seifert heads to Brooks Macdonald
Brooks Macdonald Asset Management has hired Robert Seifert from Cheviot AM to its London operation.
