DISCOVERIntroducing our discretionary partners.
The discretionary managers on this page have bought into the vision of DISCUS. They are committed to contributing educational content, ideas, and thought leadership to stimulate discussion around outsourced investing. Jointly our aim is to create a platform where advisers can go for the very latest market insight. Whether you are appointing a discretionary manager for the first time, adding a new discretionary manager to your existing panel or looking for a proposition to suit a specific client segment, DISCUS will help you to discover discretionary services (and managers) to partner with.
Since 2002 King & Shaxson Ethical Investing have provided distinctive investment services with a focus on meeting the investment objectives for clients and also their ethical criteria.
P1 Investment Management provides an efficient and low-cost portfolio management solution, with a range of managed portfolios available on the P1 Investment Platform and other platforms.
PortfolioMetrix offer world class investment management and world class technology. They work directly with advisers, not end clients, so you retain full control over your client relationships.
A long-standing specialist provider of multi-asset investment solutions; Sarasin & Partners invest on behalf of intermediaries, charities, private clients and institutions around the world.
Tacit offer a multi-awarding winning discretionary investment service, built for financial advisers and their clients. They don’t work with end clients, which limits conflicts of interest.