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 French fund CEOs: 'Brexit is a lose-lose situation for all of us'

French fund CEOs: 'Brexit is a lose-lose situation for all of us'

'We'll all lose out - but London is an international city, Paris is not.' Leading French asset management CEOs tell us what they think Brexit will mean for the investment business.

Play Henderson Eurotrust's Stevenson: dealing with European cynicism

Henderson Eurotrust's Stevenson: dealing with European cynicism

Tim Stevenson talks about where he finds his opportunities in the current environment in Europe

Play Mark Barnett - part 2: why I'm not buying Lloyds

Mark Barnett - part 2: why I'm not buying Lloyds

In the second part of our exclusive video interview, Barnett explains why he has no intention of buying Lloyds, and where he sees the greatest income opportunities.

Read More
Wealth Manager on Twitter