Discretionary Fund Managers

You can choose from a range of Discretionary Fund Managers (DFMs) to manage your client portfolios on the platform. Below is a list of the DFMs currently available – please contact your Business Development Manager for more information.

AB Investment Solutions Limited

Albert E Sharp

Albemarle Street Partners

Apollo

atomos

Aubrey Capital Management

Baron & Grant

BB Capital Management

Binary Capital

Blackfinch Investments Ltd

Bordier & Cie (UK) Plc

Brewin Dolphin Ltd

Brompton Asset Management

Brooks Macdonald

Canaccord Genuity

Cantab Asset Management

Charles Stanley Pan Asset Ltd

Charteris Treasury Portfolio Managers

City House Investors

Close Brothers

Crossing Point

EBI Portfolios Ltd

EQ Investors - Sustainable and impact investing

Evelyn

FE Investments

Fundamental Asset Management

Fundhouse Bespoke Limited

Fusion Asset Management

GAM

Hawksmoor Investment Management Ltd

HSBC Global Asset Management

Hymans Robertson

iBoss

JM Finn

King & Shaxson Ethical Investing

MAIA

Malloch Melville

Marlborough

Momentum

Morningstar

M&G Wealth Model Portfolio Service

Oakham Wealth

OCM

P1 Investment Management

Peregrine & Black

PK Wealth

Progeny Asset Management Ltd

Psigma

Puma

Quartet Investment Managers

Quilter Cheviot Investment Management

Quorum Capital Limited

Realm Investment Management

Redmayne Bentley

Rivers Capital

RSMR Portfolio Services

Saltus

Sarasin

Schroder Investment Solutions

SCM Private LLP

Seven Investment Management

Sparrows Capital

Square Mile Investment Consulting and Research Limited

Stellar Asset Management

Tacit IM

TAM Asset Management

Tatton Investment Management

Tavistock Wealth

Thorntons Investments

Timeline Portfolios

Trust DFM

Vermeer Partners

Vintage Asset Management

Voyager Asset Management

Waverton Investment Management

Whitechurch Securities Ltd

WM Capital Management

8AM Global LLP

The M&G Wealth Platform is provided by Investment Funds Direct Limited, registered in England and Wales No. 1610781. Registered Office: 10 Fenchurch Avenue, London EC3M 5AG. Authorised and regulated by the Financial Conduct Authority: 114432.

Investment Funds Direct Limited is a subsidiary of M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.