Advisers to use more DFMs and investment managers
- Tuesday, 30 September 2014
- Articles
Over 60% of advisers expect to increase outsourcing of investment management in the next 12 months due to the pension reforms, according to a new survey.
Read more...Alliance Trust Savings hits £5bn in assets and plans DFM arm
- Thursday, 12 September 2013
- Articles
Alliance Trust Savings, a provider of Sipps, Isas and shardealing, has reported assets under administration on its i.nvest platform have reached £5 bn following a sustained period of inflows since the start of the year and continuing adviser interest.
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Ashcourt Rowan acquires DFM firm Generali Portfolio Management UK
- Wednesday, 07 August 2013
- Articles
Ashcourt Rowan has acquired discretionary management firm Generali Portfolio Management UK.
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Defaqto DFM Conference: Communication is key to using DFMs
- Tuesday, 26 February 2013
- Articles
Communication between parties is the most important aspect of working with a discretionary fund manager, according to speakers at the Defaqto discretionary fund manager conference today.
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