DFM portfolio 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.

Bespoke portfolios

Partnering with Cazenove Capital makes good financial sense - for your business and your clients. The Discretionary Fund Management Service is a bespoke portfolio management service for advisers with clients with assets of £200,000+ to invest.

For clients with more complex needs, we offer a range of Bespoke Solutions with varying investment styles including active, passive and sustainable strategies. We can tailor our approach to meet your clients’ needs.

View our latest bespoke portfolios factsheet

Portfolio funds

Portfolio funds are a direct expression of our investment philosophy and process in unitised solution with four risk profiles: cautious, balanced, growth and equity risk. We construct and manage portfolios drawing on the resources of the Schroders Group and talented external specialists.

View our latest portfolio fund service factsheet

Model portfolio service

Schroder Investment Solutions offers a broad selection of model portfolios and multi-asset funds to suit clients across the full risk profile spectrum. You can choose from active, blended and sustainable approaches to reflect your clients’ views on investment. We’re focused on delivering appropriate client investment outcomes by leveraging Schroders' proven investment expertise, at a cost that can offer real value for money.

Go to Schroders Investment Solutions website

International model portfolio service

As your clients can require different outcomes from their investments, you need a range of solutions to help meet their needs. That is what we offer at Schroder Investment Solutions. You can now offer your clients the ‘best of Schroders’ through an Model Portfolio Service (MPS) that is tailored to their individual needs and preferences, with a MPS fee of only 0.15%.

Go to Schroders International MPS website

Meet the DFM team

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.