DFM

Investment

HSBC Wealth chief replaces Chris Macdonald as CEO of Brooks Macdonald

Replaced by Caroline Connellan from HSBC UK wealth

clock 20 October 2016 • 2 min read

Investment

Brexit fallout tops list of concerns for DFMs

Optimistic on international equities

clock 18 October 2016 • 1 min read

Companies

Towry manager leaves to set up Raymond James branch in Ashton-under-Lyne

Aims to replicate service at former firm, UK Wealth Management

clock 19 September 2016 • 2 min read

Wrap/platforms

New DFM comparison tool launches for advisers

Starting point for due diligence

clock 08 September 2016 • 1 min read

Companies

Harwood buys adviser network for £4m

Network posted £24k pre-tax loss

clock 30 August 2016 • 1 min read

Investment

IFA signs partnership deal with Brooks Macdonald

Parento clients given access to DFM

clock 15 August 2016 • 1 min read

Managed solutions

New grass-root DFMs to stamp out due diligence problem, says Nucleus

Due diligence on DFMs 'impossible'

clock 04 August 2016 • 4 min read

Companies

Smaller wealth management firms at risk as M&A deals reach eight-year high

Mergers and acquisitions among wealth management firms, especially those with less than £5bn in AUM, are set to increase and could even beat the record number of transactions witnessed in 2015, as a tougher regulatory backdrop and Brexit uncertainty exert...

clock 02 August 2016 • 4 min read

Investment

Revealed: The funds and sectors attracting DFMs and MMs pre-Brexit

Investment grade corporate bonds and gilts popular

clock 01 August 2016 • 2 min read

Managed solutions

Five myths of discretionary management debunked

Partnership helps both parties grow and clients achieve their goals

clock 19 July 2016 • 3 min read