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Discretionary Portfolio Management
Mark Hendricks asks what discretionary managers bring to a retirement planning strategy.
Guidance issued today by HMRC appears to extend the scope under which advice services will be exempt from VAT post-retail distribution review (RDR).
Wealth manager Mattioli Woods saw a 17% dip in profits in the six months ending 30 November as the group was hit by a slowdown in investment activity.
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Thurleigh Investment Managers has launched a set of risk-managed model portfolios on platform Novia.
City Asset Management (CAM) has launched its unitised discretionary portfolio offering on the Skandia platform.
PSigma Investment Management is relaunching its discretionary management service as the firm looks to capitalise on the adviser community’s preference for outsourcing solutions ahead of the retail distribution review (RDR).
Novia has boosted its discretionary management capability by teaming up with passive manager Seven Investment Management (7IM).
Parmenion has linked up with investment management firm Arjent to offer advisers a platform-driven discretionary management solution.
Fidelity FundsNetwork has added Hawksmoor Investment Management to its discretionary management service.
Discretionary fund manager Saltus has launched a global equity fund in an extension of its IFA-focused offering.
Sanlam UK subsidiary Sanlam Investments & Pensions has launched a range of risk-rated passive model portfolios.
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.
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.
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