#dfms arama sonuçları
.@_MenteNova_ has promoted Mzovuyo Nyamela from an #investment adviser to senior investment consultant, expanding his role in leading consulting research and advising clients. Details on Nyamela's new role here. #financenews #DFMs #CompanyNews citywire.com/za/news/menten…
.@MorningstarInc South Africa has promoted Michael Dodd from senior fund analyst to director: manager selection services, South Africa. Read details on his new role here. #financenews #DFMs #Morningstar citywire.com/za/news/mornin…
Sans souci, cher ami! 😇 Candidates from #Serbia are still eligible for #DFMS & #DFMSA programs & can apply to annual @FranceenSerbie “concours” shared via different platforms, but this is a 🆒 opportunity for @WomenAs1 promotion. 🤓 CC @SRBinFrance1 @CZacharopoulou @jbcuzin
Watch: Industry experts Maxwell Mojapelo of @PPS_SA Investments, Leigh Kohler of INN8 & Florbela Yates of Equilibrium share why #financialadvisers must look for diversified businsesses, scale & skills in a DFM. #DFMs #investment #financialplanners citywire.com/za/news/video-…
Here's what asset managers, #DFMs, platforms and alternative investment providers must know about @TreasuryRSA's General Laws (Anti-Money Laundering and Combating Terrorism Financing) Amendment bill 2025... @DURITZ79 #regulation #financialnews #AML citywire.com/za/news/editor…
The new global, multi-asset ETFSA Oyster Global Balanced Prescient AMETF, is packaged as a single tradeable instrument - blurring the line between #DFMs & multi-managers. @DURITZ79 shares insights from #ETFSA's @GarethStobie. #ETFs #AMETFs @JSE_Group citywire.com/za/news/active…
.@CitywireSA’s #MPS Allocators 2026 Q1 report is out! It offers timely insight into how #modelportfolio services are approaching equity allocations as the year unfolds. Read it here ... #DFMs #Financenews #investments #investors citywire.com/za/news/mps-al…
Glacier Invest has promoted Thato Moitsemang to portfolio manager within its retail implemented consulting team. She most recently served at @SanlamInvest Multi-Manager. @JustinBrownSA shares more, here. #DFMs #financenews #womeninfinance citywire.com/za/news/dfm-gl…
citywire.com
DFM Glacier Invest promotes Sanlam staffer to portfolio manager
The discretionary fund manager has promoted Thato Moitsemang to portfolio manager within its retail implemented consulting team.
📢CANDIDATURES DFMS-DFMSA POUR 2024-2025 👨🔬👩🔬Chaque année, la France vous offre l’opportunité de postuler à un Diplôme de Formation Médicale Spécialisée #DFMS ou un Diplôme de Formation Médicale Spécialisée Approfondie #DFMSA ➡️+ d'infos : algerie.campusfrance.org/candidatures-d…
#DFMS ひっさしぶりに遊んでもらったぁ❤️ 超楽しすぎw 私らどんだけビクロイ取るん⁉️ww 最強すぎやろ🤭💕 #DFM の話いっぱい出来て めちゃ嬉しかったなぁ(>︿<｡)💕 ほんまに泣けてきたわww @mmk_inkof @Chimichandesu @penguinZz_FN また遊んでね💕 いっぱいありがとね(*ˊᵕˋ*)💕 #DFMWIN
Amity Investment Solutions' Jessica Anne Fannin explains why chasing peer outperformance can lead portfolios astray and how #DFMs should be judged instead. @DURITZ79 shares more here. #financenews #investments citywire.com/za/news/jessic…
Watch: Discretionary fund managers discuss their increasingly complex services to #financialadvisers. Watch Inn8 Invest's Leigh Kohler, Equilibrium's Florbela Yates and @PPS_SA's Maxwell Mojapelo's discussion here. #DFMs #investments #duediligence citywire.com/za/news/video-…
.@CitywireSA’s #MPS Allocators Q2 2026 report - based on leading #DFMs & #investment consultancy submissions - shows managers holding positions but questioning whether traditional portfolio anchors still work. #equities #bonds #alternatives #investing citywire.com/za/news/mps-al…
Join us on June 20 to see how Ext. Marketing works with #IFAs, #DFMs and other #wealthmanagers to clearly articulate their value proposition (in light of #ConsumerDuty); differentiate themselves; and reach their target market with a stronger brand. moneyinfo.zoom.us/webinar/regist…
Listen: In this episode of Money, Markets and Masterminds, Philip Bradford of @PortfolioMetrix Asset Management explains how his team constructs portfolios built to withstand volatility rather than chase trends, with @DURITZ79 here. #DFMs #Magnificent7 citywire.com/za/news/podcas…
#Podcast: Analytics' Daniel Schoeman shares why underperformance can be a signal vs a red flag, how #DFMs think about drawdowns & #diversification, and why portfolios should be designed for client behaviour as much as for markets. Listen here. citywire.com/za/news/podcas…
DFM and wealth management consolidator Titan Wealth Holdings has acquired Kettering-based advice firm @TelfordMann for an undisclosed sum. lnkd.in/eFHUmgjX #DFMS #IFA
Watch: #FinancialAdvisers, how do you choose a potential DFM? Maxwell Mojapelo of @PPS_SA Investments, Leigh Kohler of INN8 Invest and Florbela Yates of Equilibrium share their #duedilligence tips here. #DFMs #investing @STANLIB @MomentumINV_ZA citywire.com/za/news/video-…
The new global, multi-asset ETFSA Oyster Global Balanced Prescient AMETF, is packaged as a single tradeable instrument - blurring the line between #DFMs & multi-managers. @DURITZ79 shares insights from #ETFSA's @GarethStobie. #ETFs #AMETFs @JSE_Group citywire.com/za/news/active…
Watch: These representatives believe #DFMs need standardised performance #reporting requirements to allow #financialadvisers to compare them. Watch Equilibrium's Florbela Yates, INN8 Invest's Leigh Kohler & @PPS_SA Investments' Maxwell Mojapelo, here. citywire.com/za/news/video-…
Watch: @PPS_SA's Maxwell Mojapelo, INN8 Invest's Leigh Kohler & Equilibrium's Florbela Yates discuss pros & cons of vertical integration in #DFMs for #financialadvisers... & the blurring role between some DFMs, #assetmanagers & #multimanagers. @STANLIB citywire.com/za/news/video-…
Watch: Industry experts Maxwell Mojapelo of @PPS_SA Investments, Leigh Kohler of INN8 & Florbela Yates of Equilibrium share why #financialadvisers must look for diversified businsesses, scale & skills in a DFM. #DFMs #investment #financialplanners citywire.com/za/news/video-…
Watch: Discretionary fund managers discuss their increasingly complex services to #financialadvisers. Watch Inn8 Invest's Leigh Kohler, Equilibrium's Florbela Yates and @PPS_SA's Maxwell Mojapelo's discussion here. #DFMs #investments #duediligence citywire.com/za/news/video-…
.@CitywireSA’s #MPS Allocators Q2 2026 report - based on leading #DFMs & #investment consultancy submissions - shows managers holding positions but questioning whether traditional portfolio anchors still work. #equities #bonds #alternatives #investing citywire.com/za/news/mps-al…
Amity Investment Solutions' Jessica Anne Fannin explains why chasing peer outperformance can lead portfolios astray and how #DFMs should be judged instead. @DURITZ79 shares more here. #financenews #investments citywire.com/za/news/jessic…
.@Graviton_SA has acquired a majority stake in #DFM Portfolio Analytics. In addition to its clients & AUM Graviton will be gaining three key Analytics staff. @JustinBrownSA shares details from the Graviton & @SanlamInvest CEOs, here. #finance #DFMs citywire.com/za/news/gravit…
#DFMs: Entries are open for the 4th annual @CitywireSA DFM Awards! The premier event celebrates excellence in SA's DFM space, recognising outstanding performance, service, innovation and transformation in adviser-focused portfolio solutions. Enter now! citywire.com/za/news/entrie…
👉 Liste des candidats retenus pour effectuer un #DFMS (Diplôme de Formation Médicale Spécialisée) ou un #DFMSA (Diplôme de Formation Médicale Spécialisée Approfondie) en #France, pour l'année universitaire 2025-2026 👉 institutfrancais-tunisie.com/dfms-dfmsa-202…
UK regulator @TheFCA has fined @BarclaysUK £3.1m (R74m) for failing to spot that collapsed discretionary fund manager #WealthTek was not allowed to hold client money. Details here... #DFMs #financenews #regulation citywire.com/za/news/fca-fi…
Watch: How do #DFMs that are part of bigger groups offering financial advice & #investment management avoid conflicts of interest? @PPS_SA Investments' Maxwell Mojapelo & Investment Solutions by @alexforbes' Fay Khan share how their firms manage this. citywire.com/za/news/video-…
Watch: What could the future hold for #CatII firms and #DFMs in SA? INN8 Invest, @PPS_SA Investments & Investment Solutions by @alexforbes discuss how these firms may evolve given developed market trends, SA regulation and client demands, here. #DFM citywire.com/za/news/video-…
Watch: #DFMs discuss how their services extend to practice management & #successionplanning for #financialadvisers & their firms. Insights from Investment Solutions by @alexforbes, @PPS_SA Investments and #Inn8Invest, here. #IFAs #financialplaners citywire.com/za/news/video-…
Discretionary fund manager Equilibrium Investment Management has added firepower, saying its two new senior appointments will help it ‘narrow the gap between #investments and #financialadvice. @DURITZ79 shared the details here... #DFMs #companynews citywire.com/za/news/equili…
Watch: Execs from #DFMs @PPS_SA Investments, Investment Solutions by @alexforbes and #Inn8 Invest share how they’re preparing for the #CofiBill. They also discuss why transparency needs to improve among DFMs and how regulation can assist. #investments citywire.com/za/news/video-…
citywire.com
Video: DFMs on gearing up for Cofi and improving standardisation
Executives from PPS Investments, Investment Solutions by AlexForbes, and Inn8 Invest share how they’re positioned ahead of the imminent bill and why transparency needs to improve.
Post #USTariffs news, UK managed portfolio service providers are largely sticking with the calls they made at the end of 2024. But that might change if more countries follow China in responding with their own tariffs... Will SA #DFMs follow suit? #MPS citywire.com/za/news/mps-in…
.@PortfolioMetrix's Oli Jones reflects on the firm’s #modelportfolio offering, what he is bullish on right now, and his top three fund picks. #DFMs #MPS #FinanceNews #investmentinsights citywire.com/za/news/mps-sp…
"Going with PMX is probably the best business decision of my life." - Nigel McTear, Signpost. Find out what we could offer your business: ow.ly/ZuI830nmov6 #IFAs #DFMs
Fund flows indicate recession fears: What next for DFM portfolios? tinyurl.com/y4y8e5w5 @RiFSocial @InvAssoc @Brooks_EdPark @AdrianLowcock #fundflows #DFMs #recession #risk #Assetmanagement
𝐅𝐥𝐞𝐞𝐭 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐫𝐞𝐪𝐮𝐢𝐫𝐞 𝐦𝐨𝐫𝐞 𝐢𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐭 𝐬𝐚𝐟𝐞𝐭𝐲 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐫𝐚𝐩𝐢𝐝𝐥𝐲 𝐜𝐡𝐚𝐧𝐠𝐢𝐧𝐠 𝐰𝐨𝐫𝐥𝐝. #FleetSafety #DriverFatigue #DFMS #SmartFleet #FleetManagement #RoadSafety #DriverMonitoring #FatiguePrevention
MPS, an award-winning model portfolio service offering best-in-class risk-adjusted returns. Find out more: ow.ly/42nD30nUNjC #IFAs #DFMs
Very happy to see the December edition of Multi-Asset Review land on my desk. I worked hard to illustrate some insights into issues affecting financial advisers today and learnt many acronyms along the way! #dfms #esg #risk #investment #incisivemedia @Profadviser
Today I met #AusNavy Families at #HMASStirling to thank them for the support they provide to our mission. We couldn't do the important work we do for our nation without you. Power at Sea, Strength from Home. #DFMS
Today we took a group of 7th and 8th graders on a college tour. #virginiastate #DFMS #VSU #proudtrojan
Dutch Fork beat Irmo Middle but both teams played with so much fight. There was much #PrideIn5 because the boys played smart even when things got emotional. #DFMS #IMS #D5 #LexRich5Schools #IrmoStrong #BoysBasketball
We've got a growing collection of whitepapers available on a number of topics! Get the detail you need: bit.ly/2WiGSOQ #IFAs #DFMs
It’s not all #GDPR. We’ve been working with our Ugandan and UK partners on engaging stakeholders in the #DFMS programme this week. Post meeting photo op with the team at the Dept of Water Resource Management yesterday #uganda #entebbe
Our DFM Model Portfolio Service has achieved @DefaqtoAdviser 5-Star and 5-Diamond Ratings. Understand what that means: ow.ly/diCf30oFIe1 #MPS #IFAs #DFMs
Official Launch of the #DFMS beta version #space #agriculture #data4good #launch #forecast #drought #flood
The #DFMS beta release workshop is underway, demonstrating the tool with our Ugandan and UK stakeholders @dfms10 #ukspaceagency #data4good #userengagement #launch
These are the images I used as a reference for the Pink Moon #DFMS Cover. I loved that I could use the images from my archives rather than sourcing them online...
Attending my first @CitywireSA event at the beautiful Fancourt in George. Wonderful guests and much-needed positivity. #assetmanagement #DFMs #Citywire
Advisers face tough grilling on client portfolio performance: Market volatility and Mifid II fee disclosure set to test adviser-client relationship dlvr.it/Qwz2d3 #Investment #Adviser #DFMs #LangCat
New from The Evidence-Based Investor: The traditional discretionary fund manager has to go #DFMs #WealthManagement ow.ly/LCUy30m0NSK
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