Discretionary Portfolio Management

        PFS launches good practice hub with discretionary investment guide

        Professional Adviser | 27 Feb 2015 | 08:11

        The Personal Finance Society (PFS) has launched an online space to share good practice guides with advisers.

        Keith Richards

        Standard Life wrap launches DFM service

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

        IFAonline | 11 Mar 2014 | 14:48

        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

    Other Discretionary Portfolio Management articles


      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
      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


    Should non-advised retirees cashing in their pension pots be given a 30 day cooling-off period?