DFM
VAM forms exclusive partnership with Close Brothers
Luxembourg-based VAM Funds has signed a deal with Close Brothers Asset Management (CBAM) to give its non-UK-based advisers the chance to tap into the latter’s discretionary fund management services.
Capstone Financial launches in-house DFM service
Hong Kong-based advisory firm, the Capstone Financial Group, has unveiled its own discretionary fund management (DFM) service to help centralise client accounts and steer the business towards a fully fee-based structure.
United Kingdom | 9 Jun 15
IFA use of DFMs to grow, but service quality key- Investec
A significant majority of advisers expect the demand for bespoke discretionary fund management services to rise in the next few years, but only those that offer high levels of service quality are likely to survive, research by Investec Wealth and Investment shows.
Investment | 30 Mar 15
FE launches DFM comparison tool
Financial Express (FE) has launched a service allowing financial advisers to directly compare DFM model portfolios.
Investment | 3 Mar 15
Morningstar investment unit opens in South Africa
Morningstar Inc, the US-based research provider and financial services group, said it has been granted a licence to provide discretionary investment management and advisory services to South Africa-based financial institutions and advisers.