Discretionary Fund Management We. Are. Different.

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Our philosophy is centered around “why” we do what we do, not simply “what” or “how” we do it.

Built around a deep understanding of your industry and supported by a common goal, we aim to grow our DFM proposition through strong relationships based on trust and collaboration. All six model portfolios are constructed to maximise the chance of clients meeting their financial planning goals, offering a journey where risk is always considered first.

Key MPS Characteristics

Actively managed by our dedicated investment team.

Available through multiple platforms

Simple and transparent fund or funds structures utilising active and passive investment strategies

White-labelled marketing material and unparalleled accessibility

Competitive investment management charges

Focussed on Financial Planning objectives, not benchmarks

Our Factsheets

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All you need to know about dbwood and the Finance industry – our services, industry insights, partnerships and events.

Blog, IC Insights

Q1 Market Review

We entered 2024 on the back of a strong last quarter of performance. Inflation all around the world was on a downward trajectory and we felt that the ‘peak’ of interest rates had been reached. Despite the anticipation at the start of 2023 that the global economy would be fighting…

5th April, 2024

Blog, IC Insights

February Performance Update

2023 closed with bond and equity markets moving notably higher on the back of falling inflation data and the prospect of interest rate cuts. This was something we had anticipated would happen earlier in 2023, though our thoughts played out, and the returns we expected all came in somewhat of…

1st March, 2024