DFM
Novia partners with DFMs on new investment portal
International intermediaries’ platform Novia Global has launched a new integrated investment portal, which provides access to a panel of discretionary fund managers (DFMs).
Brooks Macdonald’s discretionary assets climb
Brooks Macdonald has reported discretionary funds under management of £7.82bn ($11.3bn, €10bn) at the end of 2015, up 12% from £6.95bn at the end of 2014.
L&C adds Quilter Cheviot to advisory panel for low-cost Qrops
London & Colonial (L&C) has added Quilter Cheviot to the panel of approved discretionary fund managers (DFMs) for both its low cost Qrop and Sipp pension schemes.
Retirement | 18 Feb 16
Key traits the experts look for in a wealth manager
Whatever anyone says, past performance is still used as a guide when allocating clients’ money – but it is thankfully not the only guide.
Momentum buys London & Capital DFM business
Momentum UK, has expanded into the British DFM market with the acquisition of London & Capital’s Adviser Solutions business for an undisclosed sum.