Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of 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
Brewin's Foster: the world’s most unconventional monetary policies

Brewin's Foster: the world’s most unconventional monetary policies

In this week's podcast, Guy Foster asks why the world’s biggest economies are pursuing some of the world’s most unconventional monetary policies. 

Play Charles Tan on Woodford & hidden trust income gems

Charles Tan on Woodford & hidden trust income gems

Cantor Fitzgerald investment company analyst Charles Tan discusses Woodford Patient Capital and some of the income trusts slipping under the radar.  

Play Taxicab Tenner: SGPB Hambros CIO Eric Verleyen

Taxicab Tenner: SGPB Hambros CIO Eric Verleyen

In the second episode of our new series, Verleyen jumps on board a black cab and explains how hard it's become to find good valuation on the market.  

Wealth Manager on Twitter