Discretionary Portfolio Management

JM Finn & Co has penned a deal with Brunel Capital Partners which will see it provide discretionary management services to the financial planning firm via a wrap platform.

GAM has poached two Quilter executives as the global investment manager looks to expand its discretionary fund management (DFM) capability and develop outsourcing solutions for UK IFAs.

Wealth firm Rowan Dartington has launched four model portfolios underpinned by a risk monitoring process which puts security risk centre-stage.

Close Brothers AM is launching a discretionary fund management service that will be managed by top-performing UK equity manager Deryck Noble-Nesbitt.

Mark Hendricks asks what discretionary managers bring to a retirement planning strategy.

Guidance issued today by HMRC appears to extend the scope under which advice services will be exempt from VAT post-retail distribution review (RDR).

Wealth manager Mattioli Woods saw a 17% dip in profits in the six months ending 30 November as the group was hit by a slowdown in investment activity.

Thurleigh Investment Managers has launched a set of risk-managed model portfolios on platform Novia.

City Asset Management (CAM) has launched its unitised discretionary portfolio offering on the Skandia platform.

PSigma Investment Management is relaunching its discretionary management service as the firm looks to capitalise on the adviser community's preference for outsourcing solutions ahead of the retail distribution review (RDR).