TITLE

Discretionary move studied

AUTHOR(S)
Scott, Tracey
PUB. DATE
July 2009
SOURCE
Money Marketing;7/9/2009, p56
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article reports on the plan of RSM Bentley Jennison Financial Management to launch a discretionary fund management arm in Great Britain. According to investment director David Wynn, the plan was made because the company run model investment portfolios for clients. The firm also intends to operate its advisory business.
ACCESSION #
43459489

 

Related Articles

  • Bentley Jennison takes over rival IFA arm.  // Accountancy;Jan2006, Vol. 137 Issue 1349, p69 

    This article reports on the acquisition of the independent financial advisory business of RSM Robson Rhodes by Bentley Jennison as of January 2006. The value of the transaction is given. The significance of the deal to Bentley Jennison is discussed by Tony Stockdale, the firm's national managing...

  • Bentley Jennison opens Moorgate office.  // Accountancy;Apr2006, Vol. 137 Issue 1352, p61 

    The author reports that Bentley Jennison has launched a new office in London, England. According to the author, the office will staff 100 employees and become the company's flagship London office. The author discusses how the company has recently completed a series of acquisitions. The firm has...

  • Bentley Jennison parks in Leeds.  // EG: Estates Gazette;2/25/2006, Issue 608, p34 

    The article reports on the property share of the accounting firm Bentley Jennison in the Wellington Place project in Leeds, England. The price per square foot that will be paid by the Bentley Jennison for the property is cited. The size of the property leased by Hermes and St. James Securities...

  • Japanese journey. Kenway, Natalie // Money Marketing;2/12/2009, p26 

    The article reports on the growth potential of equities in Japan. Reportedly, only 8% of allocation were awarded by Adviser Fund Index panelists to Japan funds, despite their performance as one of the better-performing asset classes in 2008. Investment director David Wynn asserts that they were...

  • Bentley Jennison takes over Moore Stephens office.  // Accountancy;May2004, Vol. 133 Issue 1329, p63 

    Top 20 firm Bentley Jennison is aiming to become the largest independent firm beneath the Big Four in each city in which it operates. Bentley Jennison is about to achieve this aim in Birmingham, England where it is in the process of acquiring the Moore Stephens' office. The merger which will...

  • In Practice.  // Accountancy;May2008, Vol. 141 Issue 1377, p47 

    The article presents news items related to accounting. Research performed by AVN Indicates indicates that clients want their accountant to be more proactive above anything else. RSM Bentley Jennison has launched a corporate restructuring and insolvency division to take advantage of a possible...

  • Unitised DFMs - spot the difference? Smith, Amanda Newman // Money Marketing (Online Edition);9/4/2014, p34 

    The article reports on the difference between unitised discretionary fund management (DFM) and multi-manager funds. Research firm Defaqto Ltd. discusses the issue concerning the definition of DFM and its use by financial services providers. Insights of several executives about the matter are...

  • Premier claims DFM advantage. Smith, Amanda // Money Marketing;3/10/2011, p36 

    The article reports on the claims of Premier Asset Management LLC about the capacity of its fund structure to offer some benefits on its discretionary fund management (DFM) service.

  • Multi-managers lose ground to DFMs. Huang, Sophie // Fund Strategy;Feb2016, p46 

    The article discusses the growing competition between multi-managers and discretionary fund managers (DFMs) in retail investments. It notes that DFMs traditionally target high-net-worth clients with substantial assets to invest, while multi-managers cater retail investors with smaller forms of...

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics