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DFM

Managed solutions

How to pick a DFM for the long term

OUTSOURCING

clock 21 February 2013 •

Investment

Nearly 60% of advisers will outsource to DFMs - research

Some 57% of advisers have said they plan to outsource to discretionary fund managers (DFMs), according to research released today.

clock 20 February 2013 •

Pensions

Suffolk Life links with Verbatim Asset Management

Verbatim Asset Management's discretionary fund manager (DFM) offering is now available on Suffolk Life's single investment manager self-invested personal pension (SimSIPP).

clock 18 February 2013 •

Managed solutions

RWC adds DFM share class to Convertible Bond fund

RWC is adding a distribution share class to its Global Convertibles fund in response to demand from UK discretionary fund managers (DFMs).

clock 13 February 2013 •

Wrap/platforms

DFMs sceptical over Skandia panel pricing claim

Discretionary fund managers (DFMs) have expressed scepticism at Skandia's claim its fund panel will be able to compete with them on price.

clock 12 February 2013 •

Wrap/platforms

Aviva launches DFM capability on wrap

Aviva is to allow advisers to outsource investment to discretionary fund managers as part of its managed portfolio service.

clock 31 January 2013 •

Managed solutions

Caerus hands £130m mandate to Mansard Capital

Wealth manager Caerus has appointed Mansard Capital to run its four risk-rated Dynamically Rebalanced Portfolio funds.

clock 16 January 2013 •

RDR

CoreData: paraplanners and DFMs RDR winners

Paraplanners and discretionary fund managers will be the primary beneficiaries of increased outsourcing among advisers, research suggests.

clock 09 January 2013 •

Investment

OCM Wealth Management launches DFM platform

A wealth manager has launched a platform centred on discretionary fund management that claims to reduce costs for advisers by about 1%.

clock 02 January 2013 •

RDR

Client portfolio outsourcing to DFMs up 6% - study

Some 34% of client portfolios are being outsourced to discretionary fund managers (DFMs), up from 28% in 2011, according to research released today.

clock 18 December 2012 •
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