Discretionary fund managers

See how our flexible investment functionality could support your offering

DFMs we partner with

Using our platform as a discretionary fund manager

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

Platform flexibility

Our asset gating function means we can support any preferential pricing arrangements that you have negotiated with fund managers. And, our split wrapper capability allows advisers to use multiple DFMs for a single client, giving more opportunity for DFMs to write business.

 

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

Investment choice

Our wide range of choices can help support any growth strategy.
  • Over 3,800 funds
  • Full, intraday exchange dealing capability with no dealing fees
  • 45 third party tax wrappers
  • Unbiased and unrestricted asset availability so you can deliver your best thinking without compromise

Stockbroking service

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

  • On average 12.28 bps price improvement in 2023
  • No dealing charges at all regardless of asset type
  • London Stock Exchange membership since 2008
  • Over 30 years combined trading experience

Want to work with us?

If you're a discretionary fund manager who'd like to partner with us email our investment partnerships team to find out more. 

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 decision in who you partner with. You can also find a copy of our Discretionary Fund Manager Authorisation form. 

About us

For information about us as a platform and more due diligence documents visit our About us page.

Due diligence

Information you need to know about our platform and how we can support your business and clients.

DFM Authorisation Form

This form is for clients who have an existing Platform Account and want it linked to a DFM managed portfolio.