The value of investments and any income from them can fall and you may get back less than you invested.

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DISCRETIONARY FUND MANAGEMENT

Our bespoke discretionary service is ideal for financial advisers who wish to delegate the responsibility of the day-to-day management of their clients' investments to a professional investment manager. We will look after the management of your clients’ portfolios, allowing you to focus on what you do best: developing client relationships and growing your business.

A personal approach that adapts to your clients’ needs

Our aim is to build bespoke solutions that are tailored to each of your clients' specific needs and aspirations. For this reason, every investment manager has the autonomy to manage your clients’ portfolios as he or she deems appropriate, within the parameters of your clients' investment objectives and risk classification.

A network of offices for easier access

Our BDMs and investment managers are based across the country for your convenience, meaning that you will always be dealing with a dedicated team local to you. Our personalised service means that you can build a relationship with a team that suits both you and your client.

An investment driven by results

Without ties to fund managers, banks or insurance companies, we are able to deliver an investment management service that is impartial. Our bespoke service gives your clients access to a broad universe of investment assets. These range from equities and bonds to investment funds and hedge funds, underpinned by the added benefit of institutional teams.

Key facts

  • A genuinely bespoke investment service which is individually tailored to your clients’ specific needs and requirements.
  • Our close working relationship provides you with a complete investment solution.
  • A dedicated investment manager will work with you and your clients.
  • No provider ties, which means no product or investment bias.
  • The benefits of a large-scale operation with all the research, portfolio building and investment management expertise you could want or need.
  • Regular updates and access to reviews, analysis and reports to keep you and your clients informed.
  • We can meet with you and your clients as you see fit: at home or in a local Brewin Dolphin office.
  • An investment service that acts in you and your clients’ best interests at all times.
  • Online valuations.
  • Simple and transparent ‘fee only’ charging with no hidden commissions or transaction costs.

 

 

Your client relationships are, and remain, yours

Rest assured that your client always belongs to you. We allow financial advisers to act in an 'agent' capacity for their clients, whereby you are our legal client. You retain full ownership of the client and we supply investment management services in accordance with your instructions.

Find out more

Your local Business Development Manager (BDM) will be happy to give their view based on market experience as to whether our individual investment management services may be a potential fit for you and your clients.

Our BDMs can provide an impartial assessment of our proposition by a leading compliance services provider, a comprehensive due diligence document and details on how our proposition meets FCA standards. Should you wish to submit a bespoke due diligence questionnaire for completion, please send it to intermediaries@brewin.co.uk.

DFM Literature

You can view all the DFM literature here.

Independent minds

We are bound to no corporate group, so offer unbiased recommendations from across a broad universe of investment opportunities

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Brewin Dolphin Limited is registered in England and Wales under company number 2135876 with its registered office at 12 Smithfield Street, London EC1A 9BD. Brewin Dolphin Limited is a member of the London Stock Exchange and authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 124444).

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The value of investments and any income generated may go down as well as up and is not guaranteed. Investors may get back less than they have invested. Past performance is not a guide to future performance. Quoted yields are not guaranteed. Different funds have different levels of risk. Changes in currency exchange rates may have an adverse effect on the value, price or income of investments. Interest rate fluctuations are likely to affect the capital value of investments within bond funds.

We or a connected person may have positions in or options on the securities mentioned herein or may buy, sell or offer to make a purchase or sale of such securities from time to time. In addition we reserve the right to act as principal or agent with regard to the sale or purchase of any security mentioned in this document. For further information, please refer to our conflicts policy which is available on request or can be accessed here.

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