Month: April 2012

The Difference Between Discretionary Investment Management and Model Portfolios

I have been involved in much discussion in the last few weeks about the difference between Discretionary Investment Management (DIM), often a service to the wealthy, and the use of model portfolios which may be ‘managed’ by investment platforms. At first glance there is some similarities from an operational perspective, especially if a DIM firm…
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Roles in The Retail Investments Moving Forward

So change is happening….We are hearing more from client facing groups about how they are going to change the industry dynamic, become investment ‘manufacturers’, pay platforms rather then receive monies from them, and change a lot of the industry from ‘price makers’ to ‘price takers’. What is this going to mean in terms of the…
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