Multi manager


Quilter Cheviot poaches from Brooks Macdonald and Charles Stanley for investment management team

Discretionary fund manager Quilter Cheviot has hired a further four investment managers across its regional offices. The DFM has looked to rivals in its market for the hires, as Richard Wayne-Wynne joins from Brooks Macdonald in London, and Daniel Schieber joins from Charles Stanley in Salisbury. Quilter Cheviot has also hired WH Ireland’s former head […]

Morningstar loses multi-asset manager to Brown Shipley

Brown Shipley has poached former Morningstar manager Cyrique Bourbon for its London office. Bourbon was lead manager of Morningstar’s UK discretionary multi-asset portfolios, having joined the firm from Merrill Lynch Wealth Management. Brown Shipley, which offers both wealth planning, investment management and lending services, will take Bourbon on as an asset allocation strategist. According to […]

DFM decision time: How satisfied are advisers with their outsourced managers?

This article originally appeared as a research project for Money Marketing’s new DFM Centre. For more exclusive content on outsourced investment trends, visit MM’s survey gets to the bottom of how advisers use their DFMs and how satisfaction levels have changed in the past 12 months Adviser satisfaction with discretionary fund management partners has […]

Spring Statement One Pound Sterling Coin Chart Rate

Premier assets tick up amid investor uncertainty

Premier Asset Management has reported a slight increase in assets under management in the face of a host of tough market conditions. In a first quarter trading update this morning, Premier notes that there has been “continued political and economic uncertainty caused by the ongoing Brexit negotiations, low investor confidence, volatile markets and record low […]

Money Marketing launches DFM Centre

Money Marketing is delighted to announce the launch of The DFM Centre, a new platform for financial advice firms seeking research and analysis on outsourcing trends and investment solutions. Throughout the year Money Marketing and Platforum will provide exclusive research and analysis, alongside insights from other leading experts to help advice firms benchmark their investment […]

Sector focus: Is Mixed Investments the way forward?

While the past 12 months have been difficult for investors, many calls have paid off The Mixed Investment sectors have been hugely popular in recent years. The rise in popularity of multi-asset funds has been phenomenal. As investors seek simpler choices and more transparency with their funds, multi-asset has become an easy route into investing, […]

Fund outflows continue as investors seek diversity

Investors continued to pull money out of funds in January, according to the Investment Assosication data. Targeted absolute return topped the worst-selling sector list for the fourth month in a row in January. Overall, investors continued their cautious sentiment. While investors withdrew slightly less from funds overall than the month before – £859m, compared to […]

Spotlight on DFMs: Charles Stanley talks bespoke deals and perfect partners

Money Marketing recently hosted an expert panel debate on the future of DFMs. We caught up with Charles Stanley senior investment manager Louis Coke after the discussion to take a deeper dive into getting bespoke deals right and what advisers should look for in their perfect partner. Money Marketing will soon launch a one-stop shop […]

John Chatfeild-Roberts: EU faces significant political choices

Italy could end up being a bigger problem for the union than Greece If investors didn’t experience enough of a frisson of danger from emerging markets, when the economies of Venezuela, Argentina and Turkey all suffered extreme strain, now Italy is setting everyone on edge in its own inimitable style. Italy’s coalition government, comprising those […]