Discretionary Services for IFAs

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Discretionary Services for IFAs listings

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7IM

Discretionary Management, Outsourcing and Investments with a difference. A platform based investment & wealth management service for UK Advisers of all types. Visit our Intermediary Website for more details

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BNP Paribas Wealth Management

Discretionary Portfolio Service. Tailored to client, based on model portfolios. Predominantly collectives, will include allocation to alternatives as appropriate.

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Brewin Dolphin

Service is Individually tailored to client.

Investment vehicles are Predominantly, although not exclusively, long only and collectives. Alternative strategies possible but for clients with investment in the region of £200,000. Minimum investment No quoted minimum investment

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Brooks MacDonald Asset Management

This service is designed for larger portfolios and enables clients to personalise our investment management system to create portfolios, activity, reporting and benchmarks tailored to their specific circumstances.

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Brooks Macdonald Asset Management (MPS)

In order to allow smaller investors to gain access to our investment management service we have created a range of managed portfolios. Each of these portfolios has a specific risk profile and investment objective.

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Brown Shipley

A full range of UK and international equities, corporate bonds, cash, gilts, hedge funds, structured products and other financial instruments

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Charles Stanley

Charles Stanley offers national coverage and investment solutions to UK Advisers and their clients. Charles Stanley offer every client a tailored Investment Solution to fit.

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Cheviot Asset Management

Bespoke and IFA models on request

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Collins Stewart

Wealth management service for Intermediaries & their clients. Discretionary Funds, MPS, and bespoke solutions for all types of client

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Deutsche Bank Private Wealth Management

Tailored to the individual client. DB also run Dynamic Portfolio services based on seven model portfolios. These can be accessed through a NURS structure, direct or with additional management to meet individual client needs.

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Investec Wealth

Our Discretionary Fund Management (DFM) service has been specifically designed to work in conjunction with you on behalf of your clients. Enduring values, modern methods Investec Wealth & Investment (until recently Rensburg Sheppards) is one of the UK’s largest independent investment management companies. We manage £12.7 billion of funds for our clients.* (30 9 2011) We have worked closely with professional advisers for more than 20 years. This gives us an intimate understanding of your specific needs. And our national network of 11 offices helps us develop close partnerships with financial advisers throughout the UK.

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James Brearley

Tailored to individual client. Core is house view, but satellite investments tune to individual client.

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London & Capital

Bespoke & MPS Portfolio Management available from £250,000 & £1,200 respectively

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Octopus Investments

Portfolios built from a core of five multi-manager ‘foundation funds’, including one alternative strategies fund, which can be blended into 10 different investment portfolios.

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Parmenion

Based on a range of risk profiled structures across multiple asset classes affording a variety of investment styles including strategic, tactical, ethical, passive. Platform custody and administration as part of the service.

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Principal Investment Management

Principal Investments has £1.6bn under discretionary management with nearly 85% coming in via the Intermediary Sector. A full range of Bespoke and Wrap friendly Model solutions are available to all UK Advisers

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Quilter

Managed Portfolio Service. Based around seven segregated model portfolios. Predominantly collectives and long only.

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Rathbone Unit Trust Management Limited

We offer a range of 9 retail unit trust and OEIC funds designed for capital growth and/or income requirements and are ISA qualifying. Financial Advisers should visit our site for our Key features and Application forms.

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Standard Life Wealth

Standard Life Wealth is the Discretionary Fund Management arm of Standard Life. Click Here to learn more about working with Standard Life and our retail portfolios for private clients and their advisers. Intermediaries should request our Brochures and Priviledged Investment Information from our site, or Request a meeting with one of our portfolio managers

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Vestra Wealth

Vestra Wealth offer fully bespoke Discretionary Management, or MPS & Models through tax wrappers and platforms. Visit the site to learn more about our Intermediary services

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Editor's Choice

Standard Life Wealth have launched a new web service offering financial advisers the opportunity to learn more about DFMs, the growing need for Retail DFM Services, and the core factors involved in DFM Selection. The research has been arranged by Defaqto Limited

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