Discretionary Fund Management

Our Discretionary Fund Management (DFM) service provides an expertly managed investment solution that is tailored to your clients’ unique priorities and goals.

What is Discretionary Fund Management?

Our bespoke discretionary service lets you delegate the day-to-day management of your clients’ investments to our in-house experts, giving you more time to focus on your clients’ financial planning needs.

Benefits of our approach


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


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 RBC Brewin Dolphin office


An investment service that acts in you and your clients’ best interests at all times


Online valuations and access to accounts


Simple and transparent ‘fee only’ charging with no hidden commissions or transaction costs


A dedicated investment manager will work with you and your clients

Our DFM service

Tailored approach

We’ll build bespoke investment solutions that are tailored to your clients’ specific needs and goals, and work hard to preserve and grow their money over the long term.

Each 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.

Network of offices

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.

Investment driven by results

Without ties to fund managers 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 management funds and hedge funds, underpinned by the added benefit of institutional teams.

Further information and useful downloads

Find useful documentation, including account opening forms, rate cards and literature explaining what we offer in more detail.

Your client relationships are, and will remain, yours

Rest assured that your client always belongs to you. We rely on you for information about your clients’ investment requirements, goals, ambitions, attitude to risk and capacity for loss, which helps to inform us about the type of portfolio they require. We only supply investment management services in accordance with your instructions.

Get in touch

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.

Why choose RBC Brewin Dolphin?


1,700 adviser partners


Voted top of our field


Our firm dates back to 1762

Your clients’ investments are in safe hands

Gold rating for our Discretionary Fund Management service

A five star rating for our DFM MPS on Platform service

A five diamond rating for our DFM MPS (Platform) Family service

A five star rating for our Bespoke Discretionary Fund Management Service

Research team

Our research team’s investment philosophy and process forms the foundation for all our services.

Research philosophy

Our in-house research team identifies, analyses and monitors the best investments to enable us to preserve and grow your clients’ money over the long term and respond quickly to market events.

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Research investment process

Discover our rigorous, independent and dynamic investment management process, which reduces the regulatory and compliance burden, so you can focus on your clients.

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Our services

We offer a range of services to help you meet the needs of each client.