Discretionary Fund Management We. Are. Different.

Find out more

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

Very Low Factsheet Low Factsheet Low to Medium Factsheet Medium Factsheet Medium to High Factsheet High Factsheet Passive Low Factsheet Passive Low to Medium Factsheet Passive Medium Factsheet Passive Medium to High Factsheet Passive High Factsheet Money Market Factsheet

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

Blog, IC Insights

November Performance Update

We always felt that the last quarter of the year would be the trickiest, mainly due to the uncertainty surrounding the US election and UK budget. Whatever you think about the outcomes, the fact that they are now past events, should help the direction of markets. Volatility will remain as…

29th November, 2024

Blog, IC Insights

Quarterly Investment Update

Market Review Just like the UK weather, a summer in investing can often be hit and miss. The phrase “sell in May, go away, and come back on St Ledger Day” seems to do the rounds every year in late spring, suggesting Q3 has historically had its challenges. As we…

3rd October, 2024