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DFM Area

Discretionary Fund Management

We. Are. Different.

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

0.33% flat fee

Focussed on Financial Planning objectives, not benchmarks

Portfolio Performance