Client appetite to know exactly their investments are doing is on the rise and discretionary fund managers (DFMs) are seeing opportunity in tailoring sustainable funds, writes Claire Tyrrell. Here, she speaks to advisers and DFMs about the role discretionary managers can play in ESG investing...
Gemma Woodward is accustomed to compiling funds based on a person's ethical nuances, but a particularly memorable moment was when a Quaker charity called on her expertise. "Obviously they have a series...
Third highest monthly figure since 1993
Took office yesterday
Simon Evan-Cook to leave business later this month
UK-domiciled equity funds add £24.2bn
Schroders latest research re-opens the price/value debate. Advisers are reporting potential clients do not recognise the need for advice and are not prepared to pay much for it. Can an FCA paper assist?
Positive and negative emotions
Acquired £1.25bn in AUM
Will add around £175m in AuM
39th deal since 2008
AFH Financial Group has received a £224.5 million cash offer to take over the business from US-based private equity company Cortina Bidco.