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DFM

Investment | 16 Jul 18

DFMs face safe haven dilemma on US trade war

Discretionary fund managers say asset classes rather than geographies will be the best source of safety if the US unleashes a full-blown trade war as Bank of England simulations show the geographic scope of rising tariffs.

DFMs hindering trust take-up on platforms

Equities | 5 Jul 18

DFMs hindering trust take-up on platforms

Discretionary fund managers’ lack of willingness to use investment companies in model portfolios is hindering their adoption on advised platforms, according to the Lang Cat.

Companies | 18 Jun 18

Canaccord partners with Holborn for Dubai

Holborn Assets has entered into an exclusive strategic partnership with Canaccord Genuity to provide discretionary portfolio management services.

Companies | 29 Mar 18

Clients of defunct DFM set for payment

The UK’s Financial Services Compensation Scheme expects to shortly make the first payments to customers of discretionary fund manager Strand Capital, which entered administration in May 2017.

Ticking time bomb for advisers outsourcing investment

Investment | 26 Mar 18

Ticking time bomb for advisers outsourcing investment

Markets are creating a ticking time bomb for advisers outsourcing investment business to discretionary investment managers under the agent as client model with a downturn likely to highlight shortcomings that have previously been ignored.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.