Where am I? 
Home Discretionary Portfolio Management
Discretionary Portfolio Management
Cheshire-based financial planning firm Clarion has split its business in two creating a wealth management and an investment management arm.
Dave White looks at the merits of discretionary fund managers and predicts a rise in their star as RDR looms.
Independent financial adviser Paradigm Group is to launch an asset management business offering discretionary fund management services.
Other Discretionary Portfolio Management articles
Walker Crips Investment Management has launched a discretionary portfolio service aimed at advisers in a move to expand its business.
Principal Investment Management has acquired discretionary investment manager Iain Nicholson Investment as it expands its presence in the regions.
Private client manager James Hambro & Partners is to merge with rival Calkin Pattinson to create a combined group with £1bn in assets under management, advice and administration.
The majority of advisers favour outsourcing investment management to a discretionary fund manager (DFM), research suggests.
Parmenion has been selected as the sole provider of investment infrastructure for CAERUS Portfolio Management Limited (CPML), the fund management arm of CAERUS Capital Group.
Saltus has launched a suite of discretionary multi-asset portfolios on the Nucleus and Novia wrap platforms.
Novia is launching a tool enabling advisers and discretionary fund managers (DFMs) to create and manage model portfolios online.
Sanlam Fund Solutions (SFS) has linked up with Source Pensions to provide advisers access to investment management advice in the corporate pensions market ahead of auto-enrolment.
The Financial Services Authority (FSA) has warned that firms must make sure any rebalancing of clients' portfolios is "entirely mechanical" unless they have discretionary permissions.
The European Court of Justice (ECJ) has said discretionary portfolio management should not be exempt from VAT.
Previous Next 
Most read articles
Most commented articles
Markets
|
|
Sponsored video
Richard Marwood, Fund Manager of the AXA Distribution Fund, gives his view on the markets in 2012 and elaborates on which sectors provide the best opportunities for 2013.
Financial Library is a whitepapers, research and briefings distribution service that is designed to provide users a quick and easy way of keeping ahead of business and market developments.
Job of the week
Latest jobs
Poll
|
|
sponsored by
HMRC wins High Court battle on Goldman ‘sweetheart’ deal
Cazenove shareholders give green light to Schroders deal
Post-RDR profitability: a how-to guide
FSCS confirms Honister Capital in default
Judges jail £740m fraudster for extra four years