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.

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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

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

IC Insights

April Performance Update

One of the biggest challenges when investing is trying to retain a long-term perspective. The speed and frequency of news flow, which is mostly designed to shock us into reading and watching, can change our bias to worry about the next day, week, and month. It leaves us so aware…

5th May, 2022

Blog, IC Insights

Rain, heavy at times, clearing later. Sunshine will follow.

We often talk about investment volatility being a positive. It’s a hard one to wrap our emotions around, as we are wired to fear things changing, especially with respect to our hard-earned savings. Financial security is something most of us strive to achieve, but as much as we try to…

22nd April, 2022