Discretionary fund managers

Our proposition is built on a unique combination of flexible investment functionality.

Breadth and depth

The beauty of our open architecture platform is its flexibility, allowing you to deliver the services advisers want for their clients.
 

Investment choice

Over 3,800 funds; full, intraday exchange dealing capability with no dealing fees; 45 third party tax wrappers; and unbiased and unrestricted asset availability so you can deliver your best thinking without compromise.

 

 

Platform

Our asset gating function means we can support any preferential pricing arrangements that you have negotiated with fund managers. 

We also offer a sophisticated and low cost proposition capability - MPS can seamlessly include ETF, Investment Trust and direct equity.

Your platform

Flexibility

Our split wrapper capability allows advisers to use multiple DFMs for a single client, giving more opportunity for DFMs to write business. 

We also support both Model Portfolio Service and bespoke/traditional DFM strategies.
 

 

A better deal for your clients

In-house exchange dealing capability means we trade these assets intraday, typically delivering improved pricing

  • On average 8bps price improvement
  • No dealing charges at all regardless of asset type
  • LSE membership since 2008
  • Over 30 years combined trading experience

Stockbroking

What you need to know

We know how important it is to complete your checks on us and how we work. So we've gathered together information to help you make the right decisions for your clients.
 

Due diligence

Choice, flexibility, tailored, value and strength are all important benefits when choosing a platform for your clients.

Supporting your choice

AKG B+ rated

AKG puts a measure on Financial Strength as well as  Future Performance, Transparency and Service to meet the needs of clients.

View the AKG report

At a glance

Ascentric highlights to share with your clients.

 

View our factsheet

Who we are

 

What we stand for

We champion great quality financial planning and advice.

No matter what your business objectives, your investment strategy or your client base we aim to give you the flexibility to build a client-centric proposition focused on holistic financial planning.

More about us

M&G

We're proud to be a part of M&G plc. A leading international savings and investments business with roots stretching back more than 170 years, M&G plc has a long history of finding innovative solutions for its customers’ changing needs.
 

More about M&G