Aim-listed Frenkel Topping shows up larger rivals amid coronavirus sell-off
Financial advice firm sees assets slide 4% over the quarter while Quilter sustains 14% AUM hit
Financial advice firm sees assets slide 4% over the quarter while Quilter sustains 14% AUM hit
Astrid Schilo appointed to newly-created role of chief investment strategist
The £300m funds initiated a position in the DFM at the start of 2019
DFM makes a double hire and two promotions
CEO touts 0.15% fee where others charge up to 2%
Tatton also delivers positive results
CEO says conversations with small DFMs and asset managers are underway
Tatton Asset Management has drawn in advisers outsourcing investment in light of Mifid II, taking assets close to £5bn, although it admits M&A plans are still “a work in progress”.
A short position in Conviviality has delivered for Blackrock Throgmorton, according to its first portfolio update since investors voted in favour of expanding the portfolio’s investment universe.
Tatton Investment Management has launched a range of six risk-rated portfolios designed to allow IFAs to adopt its investment style across different platforms.
Discretionary fund managers (DFMs) need to considerably up their game on transparency if they are to meet the ongoing trend for advisers to outsource investment decisions and the regulatory demand from Mifid II, research has found.
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.