How we work with discretionary fund managers
We work with you, giving you all the information and help you need to make investment decisions on behalf of your clients.

A long-term partner focused on your needs
We pride ourselves on personable, long-term relationships with our clients. We are keen to meet or talk with you and develop an in-depth understanding of your needs, so that we can offer you the most appropriate products and services.
You have access to dedicated relationship teams who can ensure that all your questions about our funds and services are answered. Where appropriate, we are also flexible to work with you in building specific solutions.
Your needs inform the way we structure our services. We have in-house teams specialising in equities, as well as macro and multi-asset alternative investment solutions, and derivatives management. Our pooled funds include:
UK equities

UK equities
Specialist UK equity funds which invest for income, growth and total return, alongside strategies for smaller companies and micro cap investments.
Global equities

Global equities
Funds including European, emerging market and global equities.
Macro and multi-asset based products

Macro and multi-asset based products
Macro and multi-asset based products that may include equities, fixed income, credit, property, cash and currencies.
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