Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Threesixty launches bespoke wealth management service

Threesixty is offering a bespoke consultancy service to wealth mangers and discretionary fund managers, to help them comply with the post retail distribution review world and changing regulatory environment.

The firm has been working with a select number of DFM and wealth management firms to ensure their business model does not have exposure to unnecessary risk.

Having made some key hires last year, Threesixty said it has formally extended its range of services to target DFMs and wealth managers.

The DFM support service is designed to address individual firm requirements, and contracts are built on a bespoke basis.

‘We already support 23 firms with or currently acquiring discretionary permissions throughout the UK, making us one of the most established firms offering this service already,’ the firm said.

The firm aims to become a prominent consultancy for these types of discretionary firms in 2013, to add to its position in the advisory sector.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Dispelling the sustainable investing myths

Dispelling the sustainable investing myths

There's a bit of a buzz around sustainable investing at the moment. We speak to three wealth managers to find out what they think.

Play Inside ETFs: positioning for the Fed rate rise

Inside ETFs: positioning for the Fed rate rise

Natalie Fast discusses how investors are using ETFs to position for a rate rise with guests Irene Bauer from Twenty20  Investments and Markit's Simon Colvin.

Play Wealth Manager Retreat: video highlights

Wealth Manager Retreat: video highlights

The UK's leading wealth management talent gathered at our annual event at the Grove celebrate the best in private client portfolio management.

Wealth Manager on Twitter