Discretionary Fund Management

A bespoke service for your clients

  
 

One-size-fits-all never fits anyone

  • As your client's trusted Adviser, you understand their individual objectives better than anyone. We will work closely with you to ensure their needs are met by adopting our solutions to deliver a truly bespoke approach.
  • A bespoke approach means we can work with you to tailor to your client's specific investment objectives and facilitate any ethical, growth, high income or drawdown requirements, adapting these as your client's circumstances change.

Find out more

Mark Stevens

Head of Intermediary Services

To discover more about our Discretionary Fund Management service and how we might be able to help you, please call our team or complete our contact form.

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.

Choice of wrapper

Investment portfolios are highly flexible and can be wrapped in various ways, depending on your client's investment goals. Wrappers include ISAs, SIPPs, and other pensions, and offshore and onshore bonds.

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.

How you can benefit

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.

Online and App reporting

With our dedicated Adviser portal you can access up-to-date IW&I portfolio performance information* for all of your clients, instantly. You'll also be able to view your Agency statements which reflect any Adviser Agreed Remuneration taken.

Outstanding research

You'll have access to our outstanding research team, whose specialist knowledge sits at the heart of all of the investment decisions we make. They'll provide you with regular articles and CPD accredited seminars and events, to keep you informed on current investment insights and more.

Your hard-earned reputation will be in safe hands.

MPS Multi Year

2013-2019
5 Star Defaqto Rating

The quality of our services has been recognised by Defaqto, who awarded us five stars for our Bespoke DFM Service and a Gold DFM Service rating.

IW&I Online for IFAs
"Their online offering is way ahead of their competitors"

Adviser, South East

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