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Discretionary Fund Manager (DFM) List

Date post: 10-Dec-2021
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Discretionary Fund Manager (DFM) List The following DFMs offer their model portfolios on our platform: 8AM Global LLP Blackfinch Investments Limited Bordier & Cie (UK) Plc Brewin Dolphin Limited Brooks Macdonald Asset Management Limited Cazenove Capital Casterbridge Wealth Charles Stanley & Co Ltd City Asset Management EBI Portfolio Ltd EQ Investors Limited Financial Express Investments Ltd Host Capital Limited T/A Alpha Beta Partners Ltd LGT Vestra LLP Liontrust Investment Partners LLP MAIA Asset Management Ltd Momentum Global Investment Management Limited Morningstar Investment Management Europe Limited PortfolioMetrix Asset Management Ltd PSigma Investment Management Quilter Cheviot Limited Sarasin & Partners LLP Seven Investment Management LLP Square Mile Investment Services Ltd Tavistock Wealth Ltd TCF Fund Managers LLP Thornbridge Investment Management LLP Thorntons Investment Management Tilney Asset Management Ltd Vantage Point Capital Ltd, trading as Berkeley Rock DFM Waverton Investment Management Wellian Investment Solutions Whitechurch Securities Ltd We also have a range of DFMs who offer model portfolios that are bespoke to specific adviser firms.
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Discretionary Fund Manager (DFM) List The following DFMs offer their model portfolios on our platform: 8AM Global LLP Blackfinch Investments Limited Bordier & Cie (UK) Plc Brewin Dolphin Limited Brooks Macdonald Asset Management Limited Cazenove Capital Casterbridge Wealth Charles Stanley & Co Ltd City Asset Management EBI Portfolio Ltd EQ Investors Limited Financial Express Investments Ltd Host Capital Limited T/A Alpha Beta Partners Ltd LGT Vestra LLP Liontrust Investment Partners LLP MAIA Asset Management Ltd Momentum Global Investment Management Limited Morningstar Investment Management Europe Limited PortfolioMetrix Asset Management Ltd PSigma Investment Management Quilter Cheviot Limited Sarasin & Partners LLP Seven Investment Management LLP Square Mile Investment Services Ltd Tavistock Wealth Ltd TCF Fund Managers LLP Thornbridge Investment Management LLP Thorntons Investment Management Tilney Asset Management Ltd Vantage Point Capital Ltd, trading as Berkeley Rock DFM Waverton Investment Management Wellian Investment Solutions Whitechurch Securities Ltd We also have a range of DFMs who offer model portfolios that are bespoke to specific adviser firms.

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