Discretionary Portfolio Management
The Personal Finance Society (PFS) has launched an online space to share good practice guides with advisers.
Other Discretionary Portfolio Management articles
Her Majesty's Revenue & Customs (HMRC) has upheld the VAT exemption on discretionary fund manager transaction fees.
Cheshire-based financial planning firm Clarion has split its business in two creating a wealth management and an investment management arm.
Walker Crips Investment Management has launched a discretionary portfolio service aimed at advisers in a move to expand its business.
Principal Investment Management has acquired discretionary investment manager Iain Nicholson Investment as it expands its presence in the regions.
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.
Saltus has launched a suite of discretionary multi-asset portfolios on the Nucleus and Novia wrap platforms.
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.
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.
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