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Discretionary Portfolio Management

Wrap/platforms

Novia adds 7IM to discretionary offering

Novia has boosted its discretionary management capability by teaming up with passive manager Seven Investment Management (7IM).

clock 09 January 2012 •

Investment

Parmenion and Arjent launch discretionary solution

Parmenion has linked up with investment management firm Arjent to offer advisers a platform-driven discretionary management solution.

clock 09 January 2012 •

Investment

FundsNetwork adds Hawksmoor to discretionary offering

Fidelity FundsNetwork has added Hawksmoor Investment Management to its discretionary management service.

clock 04 January 2012 •

Global Funds

Saltus launches global equity fund in IFA push

Discretionary fund manager Saltus has launched a global equity fund in an extension of its IFA-focused offering.

clock 03 January 2012 •

Investment

Sanlam rolls out passive model portfolio range

Sanlam UK subsidiary Sanlam Investments & Pensions has launched a range of risk-rated passive model portfolios.

clock 15 November 2011 •

Your profession

Bestinvest launches 'low cost' investment advisory service

Wealth manager Bestinvest has launched an investment advisory and discretionary managed portfolio service which it says will drive down the price of advice for customers.

clock 10 November 2011 •

Wrap/platforms

Heartwood agrees multiple platform tie-ups in IFA drive

Investment management firm Heartwood has inked deals with a host of platforms as it looks to gain traction in the IFA market with a new investment proposition.

clock 08 November 2011 •

Your profession

AFH splashes out £370k on IFA acquisitions

Wealth manager AFH Financial Group has acquired three Midlands-based IFA businesses for £371,500.

clock 02 November 2011 •

Wrap/platforms

GHC launches risk-graded funds on Novia

GHC Fund Management has launched its Resilient range of OEICs on the Novia platform.

clock 01 November 2011 •

uncategorised

James Hay adds 7IM to iSIPP

James Hay Partnership's online SIPP now offers discretionary fund management (DFM) through Seven Investment Management (7IM).

clock 24 October 2011 •
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