Discretionary Portfolio Management
Wrap/platforms
Fidelity FundsNetwork is launching a new third party discretionary management service for advisers.
11 October 2011
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Investment
Close Asset Management has renamed four of its discretionary portfolios and has moved two of the range to different IMA sectors to better reflect their investment objectives.
10 October 2011
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Regulation
A former Edward Jones adviser has filed an official complaint against the Financial Services Authority (FSA), accusing it of poorly regulating Towry Law.
04 October 2011
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Wrap/platforms
Wrap platform Novia has added Ashcourt Rowan Asset Management to its panel of discretionary managers.
03 October 2011
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Investment
East Anglia-based IFA Almary Green has seen £30m flow into its range of risk-graded model portfolios since launch 18 months ago.
22 August 2011
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Wrap/platforms
Axa Wealth's platform Elevate has partnered with discretionary managers Investec Wealth & Investment and Mercater Capital Management.
15 August 2011
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Wrap/platforms
Private client investment manager JO Hambro Investment Management (JOHIM) has launched a range of risk-rated model portfolios on Ascentric.
14 July 2011
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Investment
Guy Stephens and Tim Cockerill have left Ashcourt Rowan Asset Management to join Rowan Dartington.
13 July 2011
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Regulation
An upcoming FSA consultation examining the possibility of updating the examination standards for investment managers will include the controversial issue of grandfathering.
13 July 2011
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