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

Competitive investment management charges

Focussed on Financial Planning objectives, not benchmarks

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

Blog, IC Insights

January Performance Update

Well, we’ve certainly had quieter starts to the year. In the first month of 2025 we’ve had positively surprising inflation data, an AI breakthrough out of China, and the start of the tariff games. Market volatility has picked up, as the world takes stock of the infamous new US President.

7th February, 2025

Blog, IC Insights

Quarterly Investment Update

Market Review When we sat here a year ago writing this update, markets were expecting an imminent recession with the expectation that interest rates would come down quickly to compensate. At the time we didn’t think that the outlook for the UK economy was quite that bad, though we were…

10th January, 2025