DFM

Discretionary fund manager (DFM) Copia Capital Management - part of the Novia group - has reported its first annual performance figures since it began trading a year ago, which show it has beat The Investment Association (IA) industry sector average across...

Blog: Let’s lift the DFM commission cloud

Discretionary fund manager Tilney for Intermediaries is giving advisers the option of conducting the risk profile and suitability checks in-house before handing over investment responsibility.

Ian Cooke, chief executive of network Best Practice IFA Group, has called on regulation to force asset managers to disclose their entire charges transparently.

Self-sufficient? Why adviser DFMs still need a helping hand

Discretionary fund managers (DFMs) are facing growing pressures to standardise managed portfolio fees as the Financial Conduct Authority (FCA) considers warning advisers against using any service where costs are not clear.

Size isn’t everything: Local vs national DFMs

Why the DFM industry is not dynamic enough

The smallest discretionary fund managers in the UK market could be vulnerable to a fresh wave of takeovers by larger rivals, new research has suggested.

Advisers of the post-Retail Distribution Review (RDR) era need their discretionary fund managers (DFM) to be "highly flexible" in agreeing investment mandates, so they can meet clients' needs, research has concluded.