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

Meet the DFM team

Consumer Duty

Slide 1 of 4
Fair Value Assessment (October 2023)
Target Market (April 2023)
Fair Value Assessment – Inheritance Tax Portfolio Service (October 2023)
Target Market – Inheritance Tax Portfolio Service (November 2023)

Our latest insights

The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.