Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing and ...

Amid the constant hum of activity in the private-banking world, it can be easy to forget the importance of discretionary portfolio management. DPM is a simple enough concept, allowing wealth managers ...

Nedbank Private Wealth is the standout winner of this award. The South Africa-based lender’s discretionary portfolio management services are grounded in its long-term values and philosophy, with ...

A discretionary account allows a financial advisor or portfolio manager to make investment decisions for the account holder. This type of account suits investors who prefer not to manage their ...

SINGAPORE, Jan. 15, 2026 /PRNewswire/ -- iFAST Financial Singapore ("iFAST"), a wholly-owned subsidiary of iFAST Corporation Ltd, announced an expansion to its Discretionary Portfolio Management ...

Fidelity Select Consumer Discretionary Portfolio is a sector-based, equity-focused strategy that seeks to outperform its benchmark through active management. Stock selection and idea generation come ...

EXTRACT ADVISORS applies real-time quantitative execution frameworks to active discretionary portfolios UNITED STATES, CA, UNITED STATES, January 13, 2026 ...

Overall, BoS’s DPM AUM rose by almost 20% y-o-y in 2025 with Singapore-centric mandates accounting for the strongest growth. Bank of Singapore’s (BoS) assets under management (AUM) for its ...