Ex-Brooks Macdonald director teams up with P1 Investment Services for DFM launch

Five Horizons Wealth Management

Cristian Angeloni
clock • 2 min read

Former Brooks Macdonald and City Asset Management investment director Daniel Minett has partnered with P1 Investment Solutions to launch a wealth management boutique.

The company, named Five Horizons Wealth Management, will combine DFM services with technology and operate under the P1 umbrella, using its regulatory, administrative and tech support framework, as well as P1's digital investment platform. Evelyn Partners buys City of London boutique Dart Capital Five Horizons will also launch five risk-rated portfolios, available as growth, income or responsible mandates. They will be accessible via several advisory platforms, as well as P1's own platform. Clients will be given the option to access the portfolios off-the-shelf or have a dedicated inve...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Companies

Quilter net inflows jump to £4.8bn backed by flows in affluent segment and IFA channel

Quilter net inflows jump to £4.8bn backed by flows in affluent segment and IFA channel

Record quarterly platform inflows of £2bn

Sorin Dojan
clock 22 January 2025 • 1 min read
abrdn back in the black as it posts net inflows in 2024

abrdn back in the black as it posts net inflows in 2024

Windsor defends name

Linus Uhlig
clock 21 January 2025 • 2 min read
Defence companies under increased ESG scrutiny as geopolitical tensions rise

Defence companies under increased ESG scrutiny as geopolitical tensions rise

Product governance and safety

Sorin Dojan
clock 17 January 2025 • 2 min read
Trustpilot