Eden Park, Charles Stanley and SS&C Hubwise launch DFM

Multi-jurisdictional offerings

Hope William-Smith
clock • 1 min read

Eden Park Investment Management (EPIM) has launched a discretionary fund management (DFM) service with Charles Stanley and SS&C Hubwise.

In an announcement today (6 February), EPIM said the service is an industry first tripartite agreement that sees an investment manager running bespoke portfolios on a third-party platform on behalf of an advisory's firm's in-house DFM. Rathbones taps Charles Stanley for DFM specialist within distribution team The DFM has multi-jurisdictional and multi-currency direct equities, gilts, and bonds across its own platform and has is aimed specifically at clients with complex needs and larger portfolios. Charles Stanley will manage these portfolios within four risk categories. "Our aim i...

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 Funds

GQG launches pair of UCITS funds to European retail customers

GQG launches pair of UCITS funds to European retail customers

Global Value and US Value funds

Linus Uhlig
clock 20 January 2025 • 2 min read
Hargreaves adds Lazard Global Equity Franchise to Wealth Shortlist

Hargreaves adds Lazard Global Equity Franchise to Wealth Shortlist

Managers praised for experience

Sorin Dojan
clock 17 January 2025 • 1 min read
abrdn cuts fees and rebrands MyFolio Managed range

abrdn cuts fees and rebrands MyFolio Managed range

Now called abrdn MyFolio Core

Sorin Dojan
clock 14 January 2025 • 2 min read
Trustpilot