This service is designed for larger portfolios and enables clients to personalise our investment management system to create portfolios, activity, reporting and benchmarks tailored to their specific circumstances.
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In order to allow smaller investors to gain access to our investment management service we have created a range of managed portfolios. Each of these portfolios has a specific risk profile and investment objective.
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Any vehicles as appropriate but more diversity
available the bigger the client.MPS for £250k - £500k and Bespoke Tailoring above £500k
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Wealth management service for Intermediaries & their clients. Discretionary Funds, MPS, and bespoke solutions for all types of client
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Deutsche Bank International are a global investment banking group offering a full range of corporate and investment banking services internationally
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Benefit from the expertise of our award-winning Multi-Manager fund research team. Our managed funds of funds provide direct access to some of the best fund managers without you having to spend the time tracking them down.
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Our Discretionary Fund Management (DFM) service has been specifically designed to work in conjunction with you on behalf of your clients.
Enduring values, modern methods
Investec Wealth & Investment (until recently Rensburg Sheppards) is one of the UK’s largest independent investment management companies. We manage £12.7 billion of funds for our clients.* (30 9 2011)
We have worked closely with professional advisers for more than 20 years. This gives us an intimate understanding of your specific needs. And our national network of 11 offices helps us develop close partnerships with financial advisers throughout the UK.
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We offer a range of 9 retail unit trust and OEIC funds designed for capital growth and/or income requirements and are ISA qualifying. Financial Advisers should visit our site for our Key features and Application forms.
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Rathbones are an active investment management group which offers a range of Unit Trusts, and OEICs, multi-asset portfolios, and discretionary fund management services to retail investors and institutional clients.
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Scottish Widows – the UK’s Most Trusted Pension Provider can help you build your business with:
The TechnicalZone
TechTalk
RDR microsite
Professional Adviser Study System (PASS)
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Welcome to our site dedicated for professional Financial Advisers. In this section of our website, we outline the range of our investment services available to you the Financial Adviser and your clients. We work very closely with Intermediaries all over the country in providing complete investment solutions for those clients introduced to us in conjunction with the financial planning strategies implemented for them.
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Standard Life Wealth is the Discretionary Fund Management arm of Standard Life. Click Here to learn more about working with Standard Life and our retail portfolios for private clients and their advisers. Intermediaries should request our Brochures and Priviledged Investment Information from our site, or Request a meeting with one of our portfolio managers
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Standard Life Wealth have produced an educational interview based Podcast for Financial Advisers. The topic scovered have been arranged by Defaqto Limited. Reference to Standard Life Wealth service sand product details do not reflect other DFM Services or Retail Funds. Learn More about DFMs now
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Vestra Wealth offer fully bespoke Discretionary Management, or MPS & Models through tax wrappers and platforms. Visit the site to learn more about our Intermediary services
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