DISCOVER

Introducing 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.

Brooks Macdonald is a specialist investment manager providing discretionary management services for private clients, trusts, charities and pensions funds.

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Canaccord Genuity Wealth Management have the size and scale to deliver experience and expertise, with a highly developed and up-to-date technical infrastructure.

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Cornelian offer advisers a selection of services to suit the investment needs of a broad range of their clients, tailored to their investment objectives and risk tolerance.

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EQ Investors are a specialist ethical investment manager. The EQ Positive Impact Portfolios are for investors who care about how and where their money is invested.

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GAM are one of the world’s leading independent, pure-play asset managers. They put their clients’ capital to work via active investment solutions across a range of capabilities.

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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.

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Founded in 2008, LGT Vestra is a UK and Jersey based wealth management partnership committed to delivering a client-focused, approachable and forward thinking service.

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Odey is an independent, partner-owned private client wealth management firm, committed to delivering absolute returns via a selection of long-only and long/short strategies.

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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.

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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.

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Rathbones are a leading UK provider of investment management services to private clients, charities and professional advisers. They help clients to look forward with confidence.

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A multi-award winning discretionary manager with a 27 year heritage, R.C. Brown offer discretionary portfolios for a minimum investment of £15,000, with a choice of fee structures.

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Ruffer offer financial planners something that is deliberately different. They have a single minded focus on delivering positive returns, regardless of how financial markets perform.

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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.

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Smith & Williamson support the needs of individuals and businesses, combining a firm of chartered accountants with an investment management and private banking house.

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7IM combine investment management and banking products with an award-winning platform and great service. So there are a lot of ways they support the needs of financial advisers.

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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.

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Thesis specialise in developing relationships with financial advisers and other professionals, creating bespoke solutions including model portfolios to meet their clients’ needs.

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Vertem Asset Management is a boutique discretionary investment management firm. They provide bespoke service and intelligent, flexible and appropriate investment strategies.

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