DFM
Best Practice | 25 Oct 16
UK advisers set to overhaul business models under Mifid II
Over a half of UK advisers believe additional regulatory and compliance demands when Mifid II comes into effect will force them to review their business models, according to Investec Wealth & Investment (IW&I).
European risk and the spectre of a post-Brexit domino effect
Smith & Williamson’s Philip Lawlor talks about how GDP, QE and Brexit have raised the risk profile of Europe and the spectre of a domino effect.
Sanlam merges wealth arms, courts advisers in SJP challenge
Sanlam UK is to set up a new division encompassing its discretionary fund management and financial advice divisions and launch a partnership initiative for advice firms to join the group in a move that challenges St James’s Place’s existing model.
Investment | 11 Oct 16
Rowan Dartington sees AUM boost ahead of ‘SJP effect’
Rowan Dartington has registered a year-to-date FUM increase of 25%, buoyed by its private client, IFA and international businesses, as well as funds from parent St James’s Place.
Neptune and Raymond James join forces for DFM launch
UK-based fund manager Neptune Investment Management is to launch a discretionary fund management business in partnership with Raymond James Investment Services under the moniker Equester Capital Management.