UK 020 3201 3900 Search Search Contact Login Menu Home Intermediaries Discretionary Fund Management Discretionary Fund Management Service Our DFM service will give you back precious time. Time that lets you focus on what you do best: building and nurturing client relationships REQUEST A CALLBACK Our bespoke discretionary service is ideal for financial advisers who wish to delegate the responsibility of the day-to-day management of their clients' investments to a professional investment manager. We will look after the management of your clients’ portfolios on your behalf. A personal approach that adapts to your clients’ needs Our aim is to build bespoke solutions that are tailored to each of your clients' specific needs and aspirations. For this reason, every 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. A network of offices for easier access 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. An investment driven by results Without ties to fund managers, banks 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 funds and hedge funds, underpinned by the added benefit of institutional teams. Work with us Get in touch Your local Business Development Manager (BDM) will be happy to give their view based on market experience as to whether our individual investment management services may be a potential fit for you and your clients. Our BDMs can provide an impartial assessment of our proposition by a leading compliance services provider, a comprehensive due diligence document and details on how our proposition meets FCA standards. Should you wish to submit a bespoke due diligence questionnaire for completion, please send it to intermediariesoffice@brewin.co.uk. CONTACT US The benefits of our discretionary fund management service 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 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 Your client relationships are, and 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 inform us about the type of portfolio they require. We know that the client is yours as we only supply investment management services in accordance with your instructions. Further information Useful downloads Brochures Forms Ratecards Why choose Brewin Dolphin IFA clients A long history of caring for clients’ investments Discretionary funds under management Your clients' investments are in safe hands Gold rating for our Discretionary Fund Management service A five star Defaqto rating for our Bespoke Discretionary Fund Management Service Five star rating for our DFM MPS on platform service Your next steps Get started Request a callback Speak to a local BDM about our DFM service FIND OUT MORE More information Key documents Explore key DFM literature FIND OUT MORE Receive our insights Stay updated Subscribe to insights and the latest updates on our services and products FIND OUT MORE Other services Managed Portfolio Service MPS offers access to the best fund managers selected by our award-winning research team. Invest via a range of managed portfolios on carefully selected platform providers. FIND OUT MORE Risk rated funds We launched our Voyager fund range in response to adviser demand, to help broaden your choice of vehicles for a Brewin Dolphin investment solution. FIND OUT MORE You may also be interested in Paul Polman on the role of business in fighting climate change In the podcast we ask Paul about the extent of the challenge and what sacrifices may be required in order to meet that challenge. READ MORE Equities slide as rise in bond yields sparks tech sell-off Stock markets fell last week after a sharp rise in bond yields led to the worst technology sell-off in four months. READ MORE Resilient India as the pandemic eases Why has the Indian market actually been one of the more resilient emerging markets despite having seemed to be one of the least well-prepared for it? READ MORE VIEW MORE Quick links Careers Corporate Responsibility Media Centre Investor Relations Locations Ireland Channel Islands Links Accessibility Brexit Statement Cookie Policy Manage cookie settings Privacy Notice Our Terms Sitemap Complaints Procedure Speak Up Legal & Other Information Fraud Awareness Modern Slavery and Human Trafficking Statement Call us 020 3201 3900 Enquire online Contact us Follow us LinkedIn Twitter Facebook Instagram Brewin Dolphin Limited is a member of the London Stock Exchange. Brewin Dolphin Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 124444) and regulated in Jersey by the Jersey Financial Services Commission. Registered Office; 12 Smithfield Street, London, EC1A 9BD. Registered in England and Wales - company number: 2135876. Vat number: GB 690 8994 69. Brewin Dolphin Limited GIIN: 6J5L79.00000.LE.826. The value of investments and any income from them can fall and you may get back less than you invested. Cookies on our website At Brewin Dolphin we use necessary cookies across our websites to ensure they function properly. We would also like to set optional analytics cookies to help us improve our sites and your experience, and in order to remember your preferences. We would like to set cookies that share data with third parties including Google, Facebook and LinkedIn for marketing purposes. You can choose which types of cookies you would like to accept by selecting 'Manage cookie settings'. To accept all optional cookies, select 'Accept all cookies'. You can change your mind at any time by clicking on ‘Cookie Settings’ at the foot of any page on our website. To learn more about how we use cookies, visit our Cookie policy. For more information about how we use personal data, see our Privacy notice. Accept All Cookies Manage cookie settings