DFM
Seven IM unveils new model portfolio service
Wealth manager Seven Investment Management (7IM) has launched a new managed investment service for advisers and added new features to its flagship discretionary managed portfolio.
Brooks Macdonald approaches £10bn in assets under new CEO
Brooks Macdonald has grown its funds under management to nearly £10bn ($12.8bn, €11.7bn) in the first three months of 2017, signalling a strong start for new chief executive, Caroline Connellan.
Retirement | 24 Mar 17
Copia launches managed portfolios targeted at decumulation
Copia Capital Management, the discretionary fund management division of Novia Financial, has launched a range of managed portfolios purpose-built for decumulation.
Investment | 9 Feb 17
Openwork to launch discretionary fund management service
Openwork is to launch a discretionary fund management (DFM) service in April that will leverage its investment proposition Omnis, which includes strategies run by groups including Woodford Investment Management, Schroders, and Threadneedle.
Best Practice | 6 Feb 17
Five DFMs band together to launch industry partnership
Five UK discretionary fund management (DFM) firms have formed the DFM Alliance, a partnership offering financial advisers a platform to improve client outcomes through information, education and collaboration.