DFM

People

Thesis AM appoints investment manager amid growth plans

Set to continue acquisitions in 2018

clock 15 May 2018 • 1 min read

Managed solutions

DFM 'poorly named' to communicate bespoke management

'Closet tracker’ debate

clock 14 May 2018 • 1 min read

Investment

Ryan Paterson: When a lack of concentration is a good thing

Mitigating concentrated equity positions

clock 14 May 2018 • 7 min read

Companies

Derrick Dunne named Beaufort Investment Management CEO

Most recently of Sanlam FOUR

clock 10 May 2018 • 1 min read

Managed solutions

Advisers regain confidence with running portfolios - Defaqto

DFM service review

clock 09 May 2018 • 2 min read

Regulation

PA360: MiFID II nudges wealth managers into financial planning

CISI's Jacqueline Lockie

clock 04 May 2018 • 2 min read

Managed solutions

Whitechurch cuts management fees on model portfolios

OCF of 0.4% to 0.6%

clock 04 May 2018 • 2 min read

Investment

Standard Life Wealth rolls out MPS to other platforms

Starting with Novia and Transact

clock 30 April 2018 • 2 min read

Managed solutions

DFM sees 'huge increase in demand' for socially responsible investing

10% of new DFM money in past year

clock 19 April 2018 • 2 min read

Regulation

Investment sector eyes key areas for 'MiFID III' overhaul

'10% rule' and disclosure

clock 09 March 2018 • 4 min read