DFM

Companies | 22 Mar 16

International intermediaries’ platform Novia Global has launched a new integrated investment portal, which provides access to a panel of discretionary fund managers (DFMs).

Companies | 18 Mar 16

Brooks Macdonald has reported discretionary funds under management of £7.82bn ($11.3bn, €10bn) at the end of 2015, up 12% from £6.95bn at the end of 2014.

Products | 26 Feb 16

London & Colonial (L&C) has added Quilter Cheviot to the panel of approved discretionary fund managers (DFMs) for both its low cost Qrop and Sipp pension schemes.

Retirement | 18 Feb 16

Whatever anyone says, past performance is still used as a guide when allocating clients’ money – but it is thankfully not the only guide.

Companies | 17 Feb 16

Momentum UK, has expanded into the British DFM market with the acquisition of London & Capital’s Adviser Solutions business for an undisclosed sum.