Discretionary Fund Manager choice
We’re proud of our multi-award winning in-house DFM, but we recognise advisers want choice. That’s why we also provide access to a range of other DFM providers on our technology.
Some things to be aware of
The information on this website is for financial professionals only
The value of investments can go up as well as down
There’s no guarantee that models or funds will meet their objectives
Investors could get back less than they pay in
Past performance is no indication of future returns
We have the technology
Our investment platform technology is built from the ground up for investment management. That means that as well as offering our own highly rated, award-winning investment solutions, we can also provide access to a host of other well known DFM providers to support your Centralised Investment Proposition, like Tatton, LGT and more.
Here are the DFMs we partner with...
Don’t see a DFM? Let’s talk
We regularly add new DFMs, so if you use one as part of your centralised investment proposition and can’t see them, get in touch with us to talk about your options.
Talk to us about getting your preferred DFM on our platform.