Discretionary Fund Managers on Platform
The award winning 7IM Platform has been designed for firms who want to use discretionary investment models. With our fast, open architecture approach to adding new funds, no trading charges, ability to ring fence funds and comprehensive client and adviser reporting tools, the 7IM Platform is ideal for discretionary fund managers looking to offer their model portfolios and financial advisers looking to use them.
The financial adviser community on the 7IM Platform have access to a wide range of discretionary investment providers shown below. We are still working with some of the discretionary fund managers to add their details. If you have any questions about the discretionary fund managers or the model portfolios available on the 7IM Platform, please contact your 7IM Platform Relationship Manager or Get in touch.
7IM is not affiliated with any of the third party discretionary fund managers listed below. The below information has been provided by the third party discretionary fund managers and 7IM does not take responsibility for the accuracy of any information supplied. The costs displayed solely relate to annual management costs and further transactional or other costs may also apply. It is important to check the providers relevant costs and charges disclosure documents carefully for further information before proceeding. Please note that all details are provided for information purposes only and are not intended to constitute a recommendation for any third party service.
Onshore and offshore platform DFMs
See the DFMs available on the onshore and offshore 7IM Platforms.
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Onshore platform DFMs
See the DFMs available on the onshore 7IM Platform.
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Offshore platform DFMs
See the DFMs available on the offshore 7IM Platform.
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AIM DFMs
See the AIM DFMs available on the 7IM Platform.
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Onshore and offshore platform DFMs
| Discretionary fund manager | Active annual management fee | Passive annual management fee | Active / Passive blend annual management fee | ESG annual management fee | Contact information |
|---|---|---|---|---|---|
| 7IM | 0.25% | 0.15% | 0.25% | 0.3% | Getintouch@7im.co.uk / 0203 823 8829 |
| 8AM Global | 0.15% | 0.15% | 0.15% | portfolios@8amglobal.com / 0203 327 3277 | |
| Albemarle Street Partners | 0.25% | 0.15% | 0.25% | 0.25% | eleanor.williams@aspim.co.uk / 0207 043 0100 |
| Bordier & Cie | 0.30% | 0.30% | 0.30% | 0.30% | sales@bordieruk.com |
| Brooks Macdonald Asset Management | 0.25% | 0.2% | Depends on asset mix | 0.25% | mpsinvestmentteam@brooksmacondald.com / 0207 408 5574 |
| Brooks Macdonald Asset Management (International) | 0.35% | - | 0.35% | - | 0153 471 5555 |
| EFG Asset Management | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| IBOSS Asset Management Ltd | 0.20% | 0.15% | - | 0.25% | enquiries@ibossltd.co.uk / 0142 387 8840 |
| Investec Wealth & Investment | 0.20% | - | - | - | Simon Taylor / 0772 081 0327 |
| King & Shaxson Asset Management | 0.40% (tiered lower)* | - | - | 0.40% (tiered lower)* | ethical@kasl.co.uk / 0207 426 5979 |
| LGT Wealth Management UK LLP | 0.25% | - | - | 0.25% | advisersolutions@lgt.com |
| Rowan Dartington & Co | OCF 0.3%* | - | - | 0.3%* | T.peters@rowan-dartington.co.uk |
| Tilney Investment Management | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Timeline | - | % AUM - 0.09%** | % AUM - 0.09%** | % AUM - 0.09%** | support@timeline.co / 0203 998 8300 |
| Waverton Investment Management | 0.4% AMC for on Platform MPS | - | - | - | advisersolutions@waverton.co.uk / 0207 484 7484 |
*VAT will be applied to these models **Subject to agreement
Onshore platform DFMs
| Discretionary fund manager | Active annual management fee | Passive annual management fee | Active / Passive blend annual management fee | ESG annual management fee | Contact information |
|---|---|---|---|---|---|
| Alpha Portfolio Management | 0.25% | 0.25% | 0.25% | - | info@alpha-pm.co.uk |
| Apollo Multi Asset Management | 0.5% | 0.5% | - | - | enquiries@apollomultiasset.com |
| Ascencia Investment Management | - | - | 0.5% | 0.5% | enquiries@ascecnciaim.co.uk / 0161 886 8000 |
| atomos | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Barras Capital Management | 0.25% | 0.15% | 0.25% | - | scott@barrascapital.com / 0794 944 8069 |
| Binary Capital Investment management | 0.3% | 0.05% | 0.175% | 0.3% | zayn.baroo@binarycapital.co.uk 0744 628 8870 |
| Brewin Dolphin Limited | 0.3% | 0.2% | Depends on asset mix | 0.3% | salessupport@brewin.co.uk / 0203 201 3520 |
| Charles Stanley | 0.25%* | 0.20%* | 0.25%* | 0.25%* | Adam Benzimra, Head of Intermediary Sales 0798 949 1040 Laura Mathieson, Telephone Business Development Manager 0798 970 4076 |
| Collidr | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| EBI Portfolios | - | 0.12% | - | 0.12% | enquiries@ebi.co.uk / 0192 247 2226 |
| EQ Investors | 0.2% to 0.33% | 0.125% to 0.25% | - | 0.125% to 0.33% | enquiries@eqinvestors.co.uk / 0207 488 7110 |
| Evelyn Partners Investment Management Services Limited | - | - | Core MPS = 0.20% Active MPS = 0.25% | - | IFAServices@evelyn.com |
| FE Investments | - | - | 0.27% | 0.27% | enquiries@fefundinfo.com |
| Fundhouse | 0.15% | 0.09% | - | 0.15% | mps@fundhouse.co.uk / 0173 723 3979 |
| GAM | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Hawksmoor Investment Management and Wellian (HIS) | Hawksmoor Investment Management - 0.25% Wellian (HIS) - 0.35% | Wellian (HIS) - 0.25% | - | Hawksmoor Investment Management - 0.25% Wellian (HIS) - 0.35% | jill.gill@hawksmoorim.co.uk / 0139 241 0180 |
| IronBright Investment Management Limited | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| JM Finn & Co | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Liontrust | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| London & Capital Asset Management | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Momentum Global Investment Management | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Montage Portfolio Management | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Morningstar Investment Management Europe | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| NLP Financial Management | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Octopus Investments | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| P1 Investment Management | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| PortfolioMetrix | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Psigma Investment Management | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Saltus Investment Managers | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Sarasin & Partners LLP | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| SCM Private LLP | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Square Mile Investment Management | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Tatton Investment Management | 0.15% | 0.15% | 0.15% | 0.15% | Justine Randall / 0300 123 9123 |
| Thesis Asset Management | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Totality Asset Management | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Vanguard | - | 0.10% | - | - | enquiries@vanguard.co.uk / 0800 917 5508 |
| Walker Crips | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| WM Capital Management | - | - | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| YOU Asset Management | 0.31% | - | 0.22% | 0.36% | investmentadministration@you-asset.co.uk |
* VAT will be applied to these models
Offshore platform DFMs
| Discretionary fund manager | Active annual management fee | ESG annual management fee | Contact information |
|---|---|---|---|
| Affinity Private Wealth | 0.3% | 0.3% | connect@affinitypw.com |
| Ashburton Jersey | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Bridport & Co Jersey | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Canaccord Genuity Wealth Management | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Evelyn Partners | 0.3% | 0.3% | dean.layzell@evelyn.com |
| Harver Capital SA | 0.3% | - | glenncoxon@harvercapital.com |
| Ravenscroft Investment Management Limited | 0.3% | - | funds@ravenscroftgroup.com |
* VAT will be applied to these models
AIM DFMs
| Discretionary fund manager | Active / Passive blend annual management fee | AIM IHT annual management fee | Contact information |
|---|---|---|---|
| Blackfinch | - | 1.5%* | enquiries@blackfinch.com / 0145 271 7070 |
| Canaccord Genuity Wealth Management | - | 0.75%* | intermediary@canaccord.com |
| Luna | - | 1% | enquiries@lunaim.com / 0161 518 3500 |
| Puma Investments | - | 1.25%* | advisersupport@pumainvestments.co.uk |
| Thorntons Investments | - | 1% | dholmes@thorntons-investments.co.uk / 0138 279 7600 |
| TIME Investments | - | 0.8%* | questions@time-investments.com / 0207 391 4747 |
| Unicorn | - | - | Awaiting confirmation from the DFM of the contact details and charges |
| Whitman | - | 1%* | aim@whitman.co.uk / 020 7846 7453 |
* VAT will be applied to these models
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Discretionary Model Portfolio Service
Most new investments are now done automatically as a Standing Investment Instruction (SII). However, in the instance of an existing account or an in-specie transfer, you can manually invest in a DFM model. Watch the video to find out how.
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7IM Model Portfolio Service
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Get in touch
If you have any queries in regards to the discretionary fund managers available on the 7IM platform, our team will be happy to assist.
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