DFM
Asset manager launches DFM operation
As retirement solutions provider acquires investment platform consultancy firm
Financial advice group to set up DFM operation
Firm also launches managed portfolio service via the Zurich intermediary platform
IFA firm unveils DFM joint venture with Frenkel Topping
Deal is a ‘logical next step’ and will allow both to grow their offerings in the space
Private bank expands offering with model portfolio service
Total cost to the client will be capped at no more than 1.5%-1.95%
Under half of financial planners outsource investment to DFMs
Advisers pick Brewin Dolphin and Brooks Macdonald as favourite discretionary managers