DFM
Best Practice | 5 Aug 16
Compulsory standards needed so advisers can compare DFMs
Compulsory reporting standards are needed for discretionary fund manager (DFM) firms so that advisers can better compare them, a panel of industry experts has said.
Novia Global adds multi-currency ETFs to platform
Novia Global, the online wealth management service, has added multi-currency exchange traded funds in sterling, US dollar and euro to its platform.
Brewin Dolphin underpinned by strong discretionary flows
UK wealth manager Brewin Dolphin has reported a 3.5% increase in discretionary funds under management to £26.8bn ($35bn, €32bn) during its third quarter.
Best Practice | 2 Jun 16
ANALYSIS: It is time to reimagine the IFA / DFM relationship
The growth in financial advisers choosing to outsource investment services to discretionary fund managers increasingly begs the question ‘what are they actually charging for?’
Mansard joins FEIFA Partnership Programme
Mansard Capital Management, a specialist investment manager providing multi asset solutions, discretionary management services and alternative investment funds has joined the Federation of European IFAs (FEIFA).