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.

A

AB Investment Solutions Limited

Key contact

Andrew Thompson
0208 059 0253
Send email
Visit website

 

Albert E Sharp

Key contact

Martin Pointer
01789 404000
Send email
Visit website

 

Albemarle Street Partners

Key contact

Eleanor Williams
07791 565006
Send email
Visit website

 

Apollo

Key contact

Andrew Nicholls
01225 873 324
Send email
Visit website

 

Aubrey Capital Management

Key contact

John Muir
0131 226 2083 / 07921 467707
Send email
Visit website

 

AXG Asset Management

Key contact

Stephen Brunt
01751 841037
Send email
Visit website

B

Baron & Grant

Key contact

Chris Grant
01283 387030
Send email
Visit website

BB Capital Management

Key contact

Barry Brennan
07768 991650
Send email
Visit website

 

Betafolio

Key contact

Nicki Hinton-Jones
01268 502454
Send email
Visit website

 

Binary Capital

Key contact

Saftar Sarwar
0203 943 5080
Send email
Visit website

 

Blackfinch Investments Ltd

Key contact

Blackfinch Enquiries
01452 717070    
Send email
Visit website

 

Bordier & Cie (UK) Plc

Key contact

David Muncaster
0207 667 6600 / 07738 697 154
Send email
Visit website

 

Brewin Dolphin Ltd

Key contact

Intermediary Sales Support Team
0203 201 3520
Send email
Visit website

 

Brompton Asset Management

Key contact

Chessy Smith
0207 045 0600
Send email
Visit website

 

Brooks Macdonald

Key contact

Gary Stirrup
020 7927 4891
Send email
Visit website

C

Canaccord Genuity

Key contact

Intermediary Team
0207 523 4597
Send email
Visit website

 

Charles Stanley Pan Asset Ltd

Key contact

020 3411 9384
Send email
Visit website

 

Charteris Treasury Portfolio Managers

Key contact

Ian Williams
0207 220 9780
Send email
Visit website

 

City House Investors

Key contact

Simon Dixon
0344 858 0581
Send email
Visit website

 

Close Brothers

Key contact

Darren Saddler
0207 426 4187
Send email
Visit website

 

Crossing Point

Key contact

Carl Hagger
07380 340298
Send email
Visit website

E

EBI Portfolios Ltd

Key contact

EBI Team
01922 472 226
Send email
Visit website

 

EQ Investors - Sustainable and impact investing

Key contact

Damien Lardoux
0207 488 7110
Send email
Visit website

F

Fairstone Private Wealth Limited

Key contact

Send email
Visit website

 

FE Investments (FEfundinfo)

Key contact

Send email
Visit website

 

Financial Themes

Key contact

Eugene Lawlor
0207 084 6305 / 07753 628837
Send email
Visit website

 

Fundamental Asset Management

Key contact

Derek McLay
01923 713895
Send email
Visit website

 

Fusion Asset Management

Key contact

James Mitchell
0207 802 2998
Send email
Visit website

G

GAM

Key contact

Adeyemi Thomas
020 7393 8823
Send email
Visit website

H

Hawksmoor Investment Management Ltd

Key contact

Jill Gill
01392 410180
Send email
Visit website

HSBC Global Asset Management

Key contact

Faye Hendon
0203 359 6750
Send email
Visit website

I

iBoss

Key contact

Business Development Team  
01423 878840
Send email
Visit website

Investec Wealth & Investment Ltd

Key contact

Intermediary Sales
020 7597 1234
Send email
Visit website

J

JM Finn

Key contact

Luke Powell
0203 207 3687
Send email
Visit website

K

King & Shaxson Ethical Investing

Key contact

Craig Hart
07889 853174
Send email
Visit website

L

Leo Alexander Wealth & Financial Management Ltd

Key contact

Marcus Warburton
0114 2903697
Send email
Visit website

 

LGT Vestra

Key contact

Tom Macpherson
0203 207 8325
Send email
Visit website
 

Liontrust

Key contact

Mark Keogh
DL 020 7412 1774
M 07826 210966
Visit website

 

Logic Investments

Key contact

Harry Shann
020 3137 8585
Send email
Visit website

M

MAIA

Key contact

Sophie Taylor
01564 796874
Send email
Visit website

 

Malloch Melville

Key contact

Jeremy Balfour-Melville
013151 06636
Send email
Visit website

 

MitonOptimal UK Limited

Key contact

Liam Wyatt
01225 632 250
Send email
Visit website

 

Momentum

Key contact

0207 489 7223
Send email
Visit website

 

Morningstar

Key contact

Martin Coyle
D: 020 3107 2968
M: 07185 35693
Send email
Visit website

N

Newscape

Key contact

Daniel Mermina
0207 024 4827
Send email
Visit website

O

Oakham Wealth

Key contact

Richard Morrison
020 3405 2600
Send email
Visit website

 

OCM

Key contact

Georgina Stone
01604 621467
Send email
Visit website

 

Octopus Investments

Key contact

Niki Read
0207 776 7969
Send email
Visit website

P

P1 Investment Management

Key contact

Jonathan Richards
07496 362296
Send email
Visit website

 

Peregrine & Black

Key contact

Nick Marshall
0203 7501801
Send email
Visit website

 

PK Wealth

Key contact

Michael Usher
020 3848 5351
Send email
Visit website

 

Premier

Key contact

Investment Relations
0333 456 9033
Send email
Visit website

 

Psigma

Key contact

Lee McDowell
0203 327 5430
Send email
Visit website

 

Puma

Key contact

Karen Sullivan
0208 408 4100
Send email
Visit website

Q

Quartet Investment Managers

Key contact

Colin McInnes
0208 939 2920
Send email
Visit website

 

Quilter Cheviot Investment Management

Key contact

Direct line: +44 (0)20 7150 4228
Office: +44 (0)20 7150 4000
Address: Senator House, 85 Queen Victoria Street, London, EC4V 4AB
Visit website

R

Rivers Capital

Key contact

020 3383 0180
Visit website

 

RSMR Portfolio Services

Key contact

Jon Lycett
07715 024378
Send email
Visit website

S

Saltus

Key contact

Tony Albery
07500 830383
Send email
Visit website

 

Sanlam Harrogate

Key contact

Phillip Valentine
0117 453 2080
Send email
Visit website

 

Sarasin

Key contact

Christopher Cade
0207 038 7000
Send email
Visit website

 

SCM Private LLP

Key contact

Barnaby Barker
0207 838 8650
Send email
Visit website

 

Seven Investment Management

Key contact

Jamie Evans
0203 823 8822
Send email
Visit website

 

Smith & Williamson Investment Management LLP

Key contact

Lucy Mitchell
0207 131 4811
Send email
Visit website

 

Sparrows Capital

Key contact

John Bennett
07721 537081
Send email
Visit website

 

Square Mile Investment Consulting and Research Limited

Key contact

Steve Kenny
0203 709 2886 / 07703 642 286
Send email
Visit website

 

Stellar Asset Management

Key contact

Phil Kirwan
0151 705 9155
Send email
Visit website

T

Tacit IM

Key contact

Leigh Stephens
0203 051 6450
Send email
Visit website

Tatton Investment Management 

Key contact

Justine Randall
07393 766993
Send email
Visit website

Tavistock Wealth

Key contact

Ben Raven
01753 867000
Send email
Visit website


TCF Fund Managers LLP

Key contact

David Norman
07789 396836
Send email
Visit website

 

Thorntons Investments

Key contact

David Holmes
07701 284358
Send email
Visit website

 

Tilney Asset Management

Key contact

Lucy Minton
0121 227 6338
Send email
Visit website

 

Trust DFM

Key contact

Lawrence Patrick
0330 0553606
Send email
Visit website

 

Twenty20

Key contact

James Churchman
0203 873 2209
Send email
Visit website

V

Vermeer Partners

Key contact

Mark Spedding
07458 017779
Send email
Visit website

 

Vintage Asset Management

Key contact

Edward Hands
020 7989 3110
Send email
Visit website

 

Voyager Asset Management

Key contact

Josh Grootenhuis
0800 160 1608
Send email
Visit website

W

Walker Crips

Key contact

Simon Burnett
01872 248 688
Send email
Visit website

 

Waverton Investment Management

Key contact

Julian Polnik
020 7484 7419
Send email
Visit website

 

Wellian Investment Solutions DFM

Key contact

Sales
01892 550 600
Send email
Visit website

 

WM Capital Management

Key contact

Nick Welsh
020 8178 9208
Send email
Visit website

#

 

8AM Global LLP

Key contact

Ash Weston
07837 560571
Send email
Visit website