Planner-built DFM claims ‘cheapest’ passive portfolios

A discretionary fund manager born out of a Chartered Financial Planning firm claims that five new passive portfolios it is launching today are the “cheapest in the UK”.

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Thesis buys DFM firm managing £30m in funds

Thesis Asset Management has launched an ‘acquisition strategy’ with the purchase of Cambridge Fund Managers (CFM), a Bath-based discretionary investment manager with £30m in funds under management.

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Parmenion scraps initial fees and charges for new business

Parmenion, the DFM and platform technology provider, has cut its initial fee and initial dealing charges to zero for all new business and top ups, it announced today.

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Financial Planning firm opens self-built DFM to all planners

Bristol-based Financial Planning firm Brunel Capital Partners, run by Chartered Financial Planner and MD Damien Rylettt, has opened its self-built DFM firm IronBright to other Financial Planning firms.

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