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

FAST Financial Singapore ("iFAST"), a wholly-owned subsidiary of iFAST Corporation Ltd, announced an expansion to its Discretionary Portfolio Management Solutions (DPMS) lineup with the launch of new ...

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 ...

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 ...

Overall, BoS’s DPM AUM rose by almost 20% y-o-y in 2025 with Singapore-centric mandates accounting for the strongest growth.

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 ...

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 ...

These mandates typically allocate between 40 percent and 95 percent to Singapore equities, with the remainder invested in Singapore dollar-denominated bonds and cash. Clients, particularly from China, ...

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 ...