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Investment Management Choice

We’ll do it for you, we’ll do it with you or we’ll support you in doing it yourself. However you want to run your Centralised Investment Proposition, you’re in the right place.

For financial professionals only
Please note:
  • The information on this page is only suitable for financial professionals.
  • Past performance is no indication of future returns and investors could get back less than they pay in.
  • There’s no guarantee that models or funds will meet their objectives.
  • The value of investments can go down as well as up.


External Discretionary Fund Managers (and growing)


Defaqto Diamond Ratings for our in-house solutions


DFM portfolio solutions


Whatever your investment proposition, we've got you covered

We want to make it easier for you to deliver great client outcomes, whatever your investment proposition.

So whether the best fit for you is our own in-house DFMbuilding portfolios together, choosing another DFM, or running your own models, we've got you covered.

Find out more about DFMs

Speak to us and find out how we can help your business thrive.