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  • Quilter platform sees 331% rise in outsourced investments

    The Quilter platform has seen assets in outsourced investments in DFM (Discretionary Fund Management) models and managed portfolio services soar by 331% since the end of 2020.

  • Tavistock completes takeover of £3bn AUM DFM

    Wealth manager Tavistock has completed its £6m deal to buy asset manager and Discretionary Fund Manager (DFM) Alpha Beta Partners (ABP).

  • Skandia warns on use of discretionary fund managers

    Graham Bentley, Skandia head of proposition
  • DFM model portfolio charges on platforms need to be cut

    Celtic Manor
  • Technical Update: Discretionary Fund Management

  • Defaqto to hold conference for advisers on discretionary fund management

    Defaqto DFM conference
  • Defaqto holding conference on discretionary fund managers

    Nick Cann.
  • Defaqto DFM Conference: Advisers must consider DFM suitability

    Defaqto logo
  • Defaqto DFM Conference: Experts debate the future for DFMs

    IFP chief exec Nick Cann addressing Defaqto DFM conference
  • Defaqto DFM Conference: Communication is key to using DFMs

    Defaqto logo
  • Ashcourt Rowan acquires DFM firm Generali Portfolio Management UK

    Ashcourt Rowan website
  • Alliance Trust Savings hits £5bn in assets and plans DFM arm

    Patrick Mill, managing director of Alliance Trust Savings
  • Advisers to use more DFMs and investment managers

    Wellian's website
  • DFM collaboration to put advisers in retirement driving seat

  • Host of expert speakers at Defaqto DFM conference

  • Advisers rate quality of service top for hiring DFMs

    Investec's website
  • PFS chief: We need new pathways for young talent

  • Financial Planners see bright future and growing sector

  • Brexit to have negative impact on clients, say 36% of planners

    EU flag
  • DFM directory: New guide for Financial Planners is out

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