DFM
Best Practice | 30 Sep 16
UAE investor expectations rise despite market volatility
Investors based in the UAE are expecting average investment returns of 7.3% in 2016, up sharply from the 3.5% received in 2015, according to a new survey by Old Mutual International and Quilter Cheviot.
Rowan Dartington to offer DFM services to int’l advisers
UK-based discretionary fund manager Rowan Dartington, which is part of St James’s Place, has launched a new division to extend the group’s services to English-speaking advisers around the world.
PortfolioMetrix added to Aegon platform
Aegon has added a range of portfolios from discretionary fund management (DFM) firm PortfolioMetrix to its platform following demand from advisers.
Quilter Cheviot plans active role in industry consolidation
Having Old Mutual as its parent provides London-headquartered discretionary fund manager Quilter Cheviot with a great deal of opportunity, said chief executive David Loudon, particularly when it comes to acquisitions.
Investment | 15 Aug 16
Nearly 70% of UK IFAs using DFMs, says report
Increasing regulatory costs are driving a greater number of financial advisers in the UK to outsource their investment management, according to latest findings by global analytics firm Cerulli.