Are asset managers living in a new era of outsourcing?
JTC Group’s Susan Fadil and Gregory Yianni discuss outsourcing corporate governance and sustainability practices
Outsourcing
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Regulation, ISAs drive strong growth in SEI Wealth Platform flows
SEI’s UK private banking business reported a 30% jump in net flows through its wealth platform in 2015, the firm said on Thursday.
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Montage opens 11-strong model portfolio range
Montage Portfolio Management is targeting the financial planning space with the launch of an 11-strong suite of discretionary managed portfolios.
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Busting the myth of DIM ‘outsourcing’
The FCA has given its guidance but it is still not prescriptive on how advisers and discretionaries work together, which could lead to a bad fit, writes David Gurr
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Confused advisers at risk as dfm ‘outsourcing’ grows
Despite the growing trend toward the use of discretionary managers to handle some or all of the investment portion of advice, a large number of advisers remain unclear about where the responsibility for investment suitability lies.
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What is causing growing trend towards outsourcing
The recent news that a number of major fund groups have found their lead times on fund sales have increased reflects the trend we are seeing towards more advisers using our discretionary fund management (DFMs) and model portfolio services. So why is this change happening?
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Outsourced services could hit 141bn by 2016
Analysis points to rapid growth over coming years
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Defaqto research points to DFM growth
45% of IFAs were outsourcing their investment propositions in 2013, with more than half doing so via discretionaries, a pointer that the DFM sector is on a growth path, according to Defaqto.
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IQ appoints Ingenious for model portfolio admin
Wealth manager Investment Quorum has forged a strategic partnership with Ingenious Asset Management in a bid to improve its efficiencies in a post-RDR environment.
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Working group lays out outsourcing principles
A collective calling itself the Outsourcing Working Group has laid out principles for asset management companies to work within to improve the functionality of their outsourcing arrangements.
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outsourcing options switch quilter gam
After 17 years at Quilter, Charles Hepworth joined GAM to head up its DFM model portfolio business. Would you follow him?
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quilter cheviot sets sights intermediaries
Quilter Cheviot has hired ex-Berry Asset Management duo Peter Butcher and Nigel Olliff in a bid to improve and grow the investment solutions it offers advisers.