DFM

Managed solutions

New grass-root DFMs to stamp out due diligence problem, says Nucleus

Due diligence on DFMs 'impossible'

clock 04 August 2016 • 4 min read

Companies

Smaller wealth management firms at risk as M&A deals reach eight-year high

Mergers and acquisitions among wealth management firms, especially those with less than £5bn in AUM, are set to increase and could even beat the record number of transactions witnessed in 2015, as a tougher regulatory backdrop and Brexit uncertainty exert...

clock 02 August 2016 • 4 min read

Investment

Revealed: The funds and sectors attracting DFMs and MMs pre-Brexit

Investment grade corporate bonds and gilts popular

clock 01 August 2016 • 2 min read

Managed solutions

Five myths of discretionary management debunked

Partnership helps both parties grow and clients achieve their goals

clock 19 July 2016 • 3 min read

Investment

Cazenove launches model portfolio service for advisers

Six-strong offering with £50,000 minimum investment

clock 04 July 2016 • 1 min read

Economics / Markets

Wealth manager Brexit reaction: Long-term value will emerge from 'collateral damage'

Britain votes to leave the European Union

clock 24 June 2016 • 10 min read

Managed solutions

Which are the most popular DFMs with advisers?

More than 39 DFMs ranked by advisers

clock 14 June 2016 • 3 min read

Investment

Prando's Asset Management - All aboard

The chairman ponders a choice of bandwagons

clock 03 June 2016 • 3 min read

Business models

Advisers' DFM use doubles in a year - industry reaction

Now accounts for a quarter of investment approaches

clock 02 June 2016 • 3 min read

Investment

Charles Stanley head of investment management steps down after 17 years

Worked as executive director

clock 18 April 2016 • 1 min read