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Discretionary Portfolio Management

Investment

Principal launches model portfolios on three wraps

Principal Investment Management has launched a set of model portfolios on three platforms as it looks to make discretionary fund management accessible to the lower and middle market.

clock 26 August 2010 •

Investment

The benefits of using a discretionary fund manager

Minerva's Paul Warner discusses the benefits of outsourcing your investment solution to a discretionary fund manager

clock 04 August 2010 •

Investment

Keeping in the know

Guy Myles assesses the elements of a good discretionary management service

clock 29 July 2010 •

Your profession

Albert E Sharp name resurrected for new IFA proposition

The century-old name of Albert E Sharp has been revived as the brand for a new firm offering discretionary management services to high net worth IFA clients.

clock 08 February 2010 •

Wrap/platforms

Novia links with Premier for discretionary fund service

Novia is teaming up with Premier Asset Management to offer a discretionary fund management service for advisers.

clock 02 February 2010 •

Managed solutions

Scottish Life adds Brewin to DFM panel

Scottish Life is adding Brewin Dolphin to its panel of discretionary fund managers available through its pension portfolio.

clock 26 November 2009 •

Your profession

Wealth manager Sterling McCall moves to discretionary model

Wealth manager Sterling McCall has moved its investment offering to a discretionary fund management service.

clock 10 August 2009 •

Your profession

FSA fines Charterhouse Consulting £122,500

Charterhouse Consulting Wealth Management has been fined £122,500 by the Financial Services Authority for carrying out discretionary portfolio management without permission and for various conduct of business failings.

clock 15 May 2007 •
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