Discretionary Portfolio Management

Standard Life wrap launches DFM service

IFAonline | 11 Mar 2014 | 14:48

The Standard Life wrap is launching a third party discretionary fund management (DFM) service for advisers.


Brooks Macdonald warns of margin squeeze in 2014

Brooks Macdonald has reported 45% growth in discretionary funds under management for the year to June, but warned the costs of investing in the business will drag on margins in 2014.

IFAonline | 25 Jul 2013 | 08:00

Platform boost helps 7IM's AUM pass £5bn mark

Seven Investment Management (7IM) has seen assets under management (AUM) pass the £5bn mark for the first time in the firm's eleven year history.

IFAonline | 24 Jul 2013 | 07:30

Other Discretionary Portfolio Management articles

HMRC building

Discretionary fund managers escape VAT obligation for transactional fees

Her Majesty's Revenue & Customs (HMRC) has upheld the VAT exemption on discretionary fund manager transaction fees.

IFAonline | 25 Jun 2013 | 12:50

Clarion splits business into wealth and investment arms

Cheshire-based financial planning firm Clarion has split its business in two creating a wealth management and an investment management arm.

IFAonline | 07 Jan 2013 | 12:19

Will RDR prompt growth in the DFM market?

Dave White looks at the merits of discretionary fund managers and predicts a rise in their star as RDR looms.

Retirement Planner | 20 Nov 2012 | 16:52

Paradigm launches asset management firm

Independent financial adviser Paradigm Group is to launch an asset management business offering discretionary fund management services.

IFAonline | 08 Oct 2012 | 12:17
two businesspeople shaking hands

Walker Crips launches discretionary service for advisers

Walker Crips Investment Management has launched a discretionary portfolio service aimed at advisers in a move to expand its business.

IFAonline | 26 Sep 2012 | 08:05

Principal acquires Iain Nicholson IM for Northern expansion

Principal Investment Management has acquired discretionary investment manager Iain Nicholson Investment as it expands its presence in the regions.

IFAonline | 04 Sep 2012 | 10:20
Two people shaking hands

James Hambro merges with Calkin Pattinson ahead of RDR

Private client manager James Hambro & Partners is to merge with rival Calkin Pattinson to create a combined group with £1bn in assets under management, advice and administration.

IFAonline | 16 Aug 2012 | 07:47

Most advisers looking to outsource – research

The majority of advisers favour outsourcing investment management to a discretionary fund manager (DFM), research suggests.

IFAonline | 25 Jun 2012 | 12:37

CAERUS appoints Parmenion as investment partner

Parmenion has been selected as the sole provider of investment infrastructure for CAERUS Portfolio Management Limited (CPML), the fund management arm of CAERUS Capital Group.

IFAonline | 18 Jun 2012 | 12:29
Hand shake

Saltus links with wraps to expand discretionary offering

Saltus has launched a suite of discretionary multi-asset portfolios on the Nucleus and Novia wrap platforms.

IFAonline | 08 Jun 2012 | 07:15

Novia launches model portfolio manager tool

Novia is launching a tool enabling advisers and discretionary fund managers (DFMs) to create and manage model portfolios online.

IFAonline | 07 Jun 2012 | 07:02
Piggy Bank

Sanlam links with Source in auto-enrolment offering

Sanlam Fund Solutions (SFS) has linked up with Source Pensions to provide advisers access to investment management advice in the corporate pensions market ahead of auto-enrolment.

IFAonline | 30 May 2012 | 10:34
FSA logo

FSA warns firms about 'falling out of permissions' over rebalancing

The Financial Services Authority (FSA) has warned that firms must make sure any rebalancing of clients' portfolios is "entirely mechanical" unless they have discretionary permissions.

IFAonline | 25 May 2012 | 10:00
The headquarters of the European Court of Justice

DFMs not exempt from VAT, says European Court

The European Court of Justice (ECJ) has said discretionary portfolio management should not be exempt from VAT.

IFAonline | 08 May 2012 | 16:00

Wells Capital acquires Reeves IM

Wells Capital has acquired fellow discretionary firm Reeves Investment Management in a deal which increases its assets under management by more than £50m.

IFAonline | 04 May 2012 | 11:20

Elevate to offer Brooks Macdonald portfolios

Axa Wealth has linked with discretionary manager Brooks Macdonald Asset Management (BMAM) to offer advisers risk-profiled portfolios.

IFAonline | 26 Apr 2012 | 15:00

Sanlam launches offshore bond

Sanlam Global Investment Solutions is launching an offshore bond designed to protect against volatile equity and bond markets.

IFAonline | 28 Mar 2012 | 12:09


Job of the week


Should a permitted investment list be reinstated for SIPP providers?