Discretionary Fund Management (DFM) for advisers
Our approach to managing your clients’ wealth is measured and intelligent. We work in partnership with you to deliver strong risk-adjusted returns while maintaining a consistent focus on preserving wealth.Our offering for financial advisers
We understand that every adviser and every client is different. We aim to meet your clients’ individual requirements and deliver the highest level of service both to you and your clients with a full range of investment solutions.
Our products
Our attitude to managing your clients' wealth is measured and intelligent. We work in partnership with you to deliver strong risk-adjusted returns while maintaining a consistent focus on preserving wealth.
Our services
- Banking and treasury
- Charities
- Discretionary fund management
- IHT Portfolio Service
- Sustainability
- Tax-efficient structures
- US citizens