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DFM

Old Mutual Wealth buys Quilter Cheviot for 585m

Companies | 17 Oct 14

Old Mutual Wealth buys Quilter Cheviot for 585m

In an effort to bulk up its offering to high net worth clients, Old Mutual Wealth has agreed to buy discretionary manager Quilter Cheviot for £585m.

GAM restructuring bearing fruit

United Kingdom | 13 Aug 14

GAM restructuring bearing fruit

According to GAM CEO, David Solo, the restructuring process is now largely complete and the results are evident.

DFMs struggle due to misplaced focus

United Kingdom | 29 May 14

DFMs struggle due to misplaced focus

Discretionary fund managers are struggling to focus on clients’ investment objectives because they still measure their performance against indices rather than individual client goals.

Defaqto research points to DFM growth

United Kingdom | 10 Apr 14

Defaqto research points to DFM growth

45% of IFAs were outsourcing their investment propositions in 2013, with more than half doing so via discretionaries, a pointer that the DFM sector is on a growth path, according to Defaqto.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

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.