DFM
Investment
Fund managers can expect the axe from discretionary fund managers (DFMs) if they fail to perform within the first 12 months of being granted a mandate, according to research by Coredata.
21 May 2013
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2 min read
Managed solutions
Advisers should be aware that their clients may be unreasonably seduced by the idea that a bespoke discretionary fund managed (DFM) portfolio is 'created especially for them', according to one asset manager.
16 May 2013
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Wrap/platforms
Cofunds has added GAM's range of five risk-rated models to the platform.
24 April 2013
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Managed solutions
Aegon has signed a deal with discretionary fund manager (DFM) London & Capital (L&C), making a range of the DFM's multi-asset portfolios available via the provider's platform.
14 March 2013
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Wrap/platforms
Aviva has added discretionary fund manager London & Capital's (L&C's) 13 portfolios to its platform.
06 March 2013
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Regulation
The Financial Services Authority (FSA) has outlined plans for a further clampdown on referral fees paid by discretionary fund managers (DFMs) to advisers.
05 March 2013
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Investing in the profession
Tyneside-based Moneygate Group has acquired discretionary fund management (DFM) and advisory firm Watermark in a bid to broaden its offering to clients.
28 February 2013
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Regulation
The Financial Services Authority (FSA) is warning advisers to ensure their in-house risk assessments are aligned with those of any discretionary fund managers (DFMs) they use.
27 February 2013
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