Why choose a Discretionary Investment Manager?

A Discretionary Investment Manager (or DIM for short) can support individuals who need more personalised guidance to manage their assets.

They can help support your clients by:

  • Accessing investment opportunities that may not be available through fund investments
  • Actively managing their investment portfolio on an ongoing basis
  • Building a unique investment strategy based on risk profile and personal goals
  • Making investment decisions and reacting to market opportunities without approvals

How we select our DIMs

Every DIM we use has been carefully chosen

We select DIMs based on their:

  • Service levels
  • Specialism in investment management
  • Broad presence in the UK
  • Proven experience of working closely with professional advisers

Access our DIMs

We offer access to a wide range of DIMs for our International Bond and Active Money Self Invested Personal Pension (SIPP).

Money invested is at risk. Tax may change in the future.

This website is for financial advisers only and must not be relied on by anyone else. If you're not an adviser, please go to our customer website for more information about our products and services.