Discretionary Fund Management
Our Discretionary Fund Management (DFM) service provides an expertly managed investment solution that is tailored to your clients’ unique priorities and goals.
What is Discretionary Fund Management?
Our bespoke discretionary service lets you delegate the day-to-day management of your clients’ investments to our in-house experts, giving you more time to focus on your clients’ financial planning needs.
Benefits of our approach
Bespoke
A genuinely bespoke investment service which is individually tailored to your clients’ specific needs and requirements
Comprehensive
Our close working relationship provides you with a complete investment solution
Independent
No provider ties, which means no product or investment bias
Expert
The benefits of a large-scale operation with all the research, portfolio building and investment management expertise you could want or need
Up-to-date
Regular updates and access to reviews, analysis and reports to keep you and your clients informed
Convenient
We can meet with you and your clients as you see fit: at home or in a local RBC Brewin Dolphin office
Dedicated
An investment service that acts in you and your clients’ best interests at all times
Accessible
Online valuations and access to accounts
Transparent
Simple and transparent ‘fee only’ charging with no hidden commissions or transaction costs
Connected
A dedicated investment manager will work with you and your clients
Our DFM service
Tailored approach
We’ll build bespoke investment solutions that are tailored to your clients’ specific needs and goals, and work hard to preserve and grow their money over the long term.
Each investment manager has the autonomy to manage your clients’ portfolios as he or she deems appropriate, within the parameters of your clients’ investment objectives and risk classification.
Network of offices
Our BDMs and investment managers are based across the country for your convenience, meaning that you will always be dealing with a dedicated team local to you.
Our personalised service means that you can build a relationship with a team that suits both you and your client.
Investment driven by results
Without ties to fund managers or insurance companies, we are able to deliver an investment management service that is impartial.
Our bespoke service gives your clients access to a broad universe of investment assets. These range from equities and bonds to investment management funds and hedge funds, underpinned by the added benefit of institutional teams.
Your client relationships are, and will remain, yours
Rest assured that your client always belongs to you. We rely on you for information about your clients’ investment requirements, goals, ambitions, attitude to risk and capacity for loss, which helps to inform us about the type of portfolio they require. We only supply investment management services in accordance with your instructions.
Why choose RBC Brewin Dolphin?
Trusted
1,700 adviser partners
Expert
Voted top of our field
Established
Our firm dates back to 1762
Your clients’ investments are in safe hands
Gold rating for our Discretionary Fund Management service
A five star rating for our DFM MPS on Platform service
A five diamond rating for our DFM MPS (Platform) Family service
A five star rating for our Bespoke Discretionary Fund Management Service
Research team
Our research team’s investment philosophy and process forms the foundation for all our services.
Research philosophy
Our in-house research team identifies, analyses and monitors the best investments to enable us to preserve and grow your clients’ money over the long term and respond quickly to market events.
Find out moreResearch investment process
Discover our rigorous, independent and dynamic investment management process, which reduces the regulatory and compliance burden, so you can focus on your clients.
Find out moreOur services
We offer a range of services to help you meet the needs of each client.
Discretionary Fund Management
Our Discretionary Fund Management (DFM) offering builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
Key information
Managed Portfolio Service (MPS)
Since 2008, more than 1,000 advice firms have signed up to use MPS, attracted by strong investment performance and a constant focus on client satisfaction.
Key information
Passive Plus MPS
Our Passive Plus MPS gives access to lower-cost index funds, selected by our award-winning research team.
Key information
Sustainable MPS
Our Sustainable MPS gives your clients the opportunity to utilise funds that exclude exposure to certain controversial sectors and seek to invest in companies that have a positive societal and environmental impact
Key information
Voyager Risk Rated funds
Our Voyager Fund Range follows the investment approach of MPS but in a unitised structure.
Key information
MI Select Managers funds
Our MI Select Managers funds hold multiple segregated mandates under one fund structure with the aim of improving operational and cost efficiency.
