DFM
Investment | 16 Jul 18
DFMs face safe haven dilemma on US trade war
Discretionary fund managers say asset classes rather than geographies will be the best source of safety if the US unleashes a full-blown trade war as Bank of England simulations show the geographic scope of rising tariffs.
DFMs hindering trust take-up on platforms
Discretionary fund managers’ lack of willingness to use investment companies in model portfolios is hindering their adoption on advised platforms, according to the Lang Cat.
Canaccord partners with Holborn for Dubai
Holborn Assets has entered into an exclusive strategic partnership with Canaccord Genuity to provide discretionary portfolio management services.
Clients of defunct DFM set for payment
The UK’s Financial Services Compensation Scheme expects to shortly make the first payments to customers of discretionary fund manager Strand Capital, which entered administration in May 2017.
Investment | 26 Mar 18
Ticking time bomb for advisers outsourcing investment
Markets are creating a ticking time bomb for advisers outsourcing investment business to discretionary investment managers under the agent as client model with a downturn likely to highlight shortcomings that have previously been ignored.