Twitter icon Email alerts icon Latest News RSS icon Magazine icon Stay connected:

View the article online at

Threesixty launches bespoke wealth management service

by Emma Dunkley on Jan 11, 2013 at 12:04

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 here or register here to comment. It is free to register and only takes a minute or two.

News sponsored by:

Sponsored Video: Bringing it all back home

As the UK coalition government strives to rebalance the national economy, so called 'reshoring' looks set to play an increasingly important role in economic recovery.

Today's top headlines

Investing for income in a changing environment

With talk on interest rates on the horizon, our latest roundtable debate covers income investing against a changing backdrop

More about this:


On the road

Click here to find out more from the Audience Development team.

Sorry, this link is not
quite ready yet