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

April Performance Update

The start of April feels like a long time ago. We started the month with so called ‘Liberation Day’, where President Trump quite comically announced sweeping tariffs by holding up a big board. That kickstarted financial market dislocations, which were then reinforced as US-China tensions escalated. Subsequent days saw equity…

9th May, 2025

Blog, IC Insights

Trump’s Truss Moment…

Given the political events of the last 10 days or so, we thought it appropriate to send out an interim note to clients, to keep you as informed as we can as to what we believe is happening, how the uncertainty is playing out, and where we are positioned from…

11th April, 2025