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Discretionary Fund Management

A bespoke service for your clients

Our award-winning bespoke discretionary managed investment service is highly flexible and built around your clients’ individual preferences and specific investment goals. It can also be applied to almost any investment structure, including joint or sole accounts, ISAs and trust assets.

Once you’ve agreed the most suitable mandate with your client, their portfolio will be actively managed on a discretionary basis. This enables you to leave the day-to-day decision making to us, and allows us to respond quickly to market changes or capitalise on opportunities we believe are in your client’s best interests. 

Furthermore, a bespoke approach means we can work with you to facilitate your client’s ethical, growth, high income or drawdown requirements, and adapt these as your client’s circumstances change. 

Find out more about our DFM services

How your clients can benefit

  • Dedicated Investment Manager

    Whether your clients are individuals, trusts, charities or companies, your dedicated investment manager will work closely with you to create and manage portfolios for your clients that reflect their goals and circumstances.

  • Regular reports

    Each client receives quarterly valuations detailing the performance of their portfolio, and a clear breakdown of the costs and charges involved with managing their investments. They'll also be able to view their portfolio's performance online, 24/7.*

  • Portfolios that reflect your clients’ personal values

    Specific client preferences can also be factored in, such as avoiding asset classes they don’t want to hold or excluding stocks held elsewhere.

*Prices are subject to a minimum 15-minute delay or based on the last available closing price, depending on the financial instrument.

How we help you achieve more

  • Reduced administration

    Everything we do is designed to help you free up time to focus on your clients. We'll take away the need for you to manage your clients’ investments on a day-to-day basis, and help reduce the amount of time you would otherwise spend on administration.

  • Going the extra mile for you

    Helping you and your clients in any way we can is our priority. Whether that is pre-populating client paperwork, helping you win new clients or developing opportunities for your existing clients, we’ll be happy to assist. These are just a few of the reasons why Defaqto has voted us first for ‘Ease of Doing Business’ and ‘Staff Administration’ out of the top five Bespoke DFMs**.

  • Out of the Ordinary service

    We believe in good old-fashioned teamwork. Which is exactly how we’ll work with you, providing you with day-to-day resources to help you achieve more for your clients and your business. For our DFM service our BDD’s and Investment Managers are always on hand to help. They’ll arrange for the analysis of your client’s existing portfolio as well as our advice on the suggested approach.

**Awarded by Defaqto (see awards section below)

Get in touch

You can send us a message, or request a call from your local business development director. Whatever support you need we’re here to help.

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I’d put them ahead of most DFMs. They get to know me and the business.

Adviser, Northern Ireland

Your hard-earned reputation is in safe hands

When you partner with Investec you’ll be working with one of the UK’s most reputable investment management companies.

DFM Bespoke 5 stars

Five-star rating for our Bespoke Discretionary Fund Management service

DFM service gold

Gold rating for our Discretionary Fund Management service

Arc award for Investec Wealth & Investment

Asset Risk Consultants (ARC) 3D Award for our commitment to transparency, engagement and integrity.

Discover more

Contact us today to find out how our range of Bespoke DFM services could benefit your clients.

Useful Downloads

Brochures

Set Up Procedures

Brochures

An overview of Investec and the services that we offer, to help you and your clients
An introduction to Investec for your clients, providing information about the services that we offer
A detailed breakdown of how we manage investment mandates, and the asset allocation based on each risk profile

Set Up Procedures

An explanation of our services and set-up procedures required to begin your new partnership with Investec