Active management and access

Discretionary Investment Managers can provide active management and grant access to investment opportunities that might not be available through regular fund investments.

The International Bond can be written on either a Life Assurance or Capital Redemption basis. All information on this page is relevant to both options.

 

How to appoint a Discretionary Investment Manager

If you want to appoint a Discretionary Investment Manager for your client, you can either: 

  • Fill in an application form
  • Email service@slinternational.ie (we don't recommend sending any confidential details via email)
  • Call us on 0345 300 4273 (lines are open Monday to Friday, 9am to 5pm and call charges will vary)

 

Enhanced Discretionary

Some Discretionary Investment Managers have signed an Enhanced Discretionary mandate with Standard Life International dac, which opens up more investment options. 

As well as standard unit trusts and open-ended investment companies, Discretionary Investment Managers who have signed up for Enhanced Discretionary can invest in: 

  • Stocks and shares on regulated exchanges
  • Exchange traded commodities
  • Money market instruments from approved credit institutions


Enhanced Discretionary also spreads the diversity of the portfolio and allows Discretionary Investment Managers to invest fully in line with their management style and investment expertise.

For Enhanced Discretionary to work successfully, you or your client cannot influence the selection of investments. If you do, the bond may become highly personalised and a punitive tax charge may be due.

You can find out more about this investment option and see how to sign up in our Enhanced Discretionary guide

Discretionary Investment Manager charges

If investments are made using a Discretionary Investment Manager, we'll apply a simple stepped product charge ranging from 0.20% to 0.55% a year (depending on the value of the bond).

You can find out more about these charges in our International Bond charges and discounts guide.

 

Discretionary Investment Managers

Discretionary Investment Manager

 

Enhanced Discretionary available

Contact details

Arbuthnot Group

   

07767 111 738

leejones@arbuthnot.co.uk

www.arbuthnotlatham.co.uk

Atomos  Investments  Limited

   

03301 656 600

sales.support@atomos.co.uk

www.atomos.co.uk

Avellemy

   

07795 055246

stephen.lennon@avellemy.co.uk

BRI Wealth Management

   

01676 523 550

hee@brigroup.co.uk

www.brigroup.co.uk

Brooks Macdonald

 
  •  

0207 408 5560

ndb@brooksmacdonald.com

www.bm-am.com

Brown Shipley

 
  •  

0207 282 3301

ian.rogers@brownshipley.co.uk

www.brownshipley.com

Canaccord Genuity Wealth Management

 
  •  

0207 523 4597

intermediary@canaccord.com

www.canaccordgenuity.com

Castlebay Investment Partners

   

0141 212 7930

0792 051 5906

davidmacneil@castlebayinvestments.com

www.castlebayinvestments.com

Cazenove Capital Management

 
  •  

0203 479 0343

simon.cooper@cazenovecapital.com

www.cazenovecapital.com

Charles Stanley

   

0207 149 6437

madeforyou@charles-stanley.co.uk

www.charles-stanley.co.uk

City Asset Management Plc

 
  •  

0207 324 2920

Chris.Gillam@city-asset.co.uk

www.city-asset.co.uk

Close Brothers Asset Management

 
  •  

020 7426 4187

darren.saddler@closebrothers.com

www.closebrothersam.com

Connor Broadley

 
  •  

0207 647 8810

office@connorbroadley.co.uk

www.connorbroadley.co.uk

Cornelian Asset Managers Limited

   

0131 243 4130

Marcus.brooks@cornelianam.com

www.cornelianam.com

Credo Wealth

 
  •  

0207 968 8300

info@credogroup.com

www.credogroup.com/

Davy

   

02890 310 655

Andrew.campbell@davyuk.com

www.davyuk.co.uk

DB UK Bank Limited

   

0207 547 9611

mike.wigley@db.com

www.deutschewealth.com

EFG Harris Allday

   

0121 233 1222

enquiries@efgha.com

www.efgha.com

Evelyn Partners

 
  •  

0121 227 6338

Lucy.Minton@evelyn.com

www.evelyn.com

Hawksmoor Investment Management

   

01392 410180

robin.ogrady@hawksmoorim.co.uk

www.hawksmoorim.co.uk

Investec Wealth & Investment

 
  •  

0207 597 1234

Intermediaryservices@investecwin.co.uk

www.investec.com

James Hambro

 
  •  

0203 817 3500

PCadman@jameshambro.com

www.jameshambro.com

JM Finn & Co Limited

   

02920 558800

mike.mount@jmfinn.com

www.jmfinn.com

Kleinwort Benson

   

3207 7123

020 3207 7245

Sylvia.juras@kleinwortbenson.com

www.kleinwortbenson.com

LGT Wealth Management Limited  

 

  •  

0131 385 1300

info-uk@lgt.com

www.lgtwm.com

LGT Wealth Management UK LLP

 
  •  

0203 207 8000

advisersolutions@lgt.com

www.lgtwm.com

Luna IM

 
  •  

0161 518 3500

www.lunaim.com

Mountstone Partners  
  •  

0203 617 9190

charles.dixon@mountstonepartners.com

www.mountstonepartners.com

Parmenion Capital Partners

   

0345 5190100

operations@parmenion.co.uk

www.parmenion.co.uk

Quilter Cheviot

 
  •  

020 7150 4401

ofbsupport@quiltercheviot.com

www.quiltercheviot.com

Rathbones

 
  •  

020 7399 0399

ifaservices@rathbones.com

www.rathbones.com/financial-advisers

Raymond James

   

020 3798 3222

RJISStrategicPartnerships@RaymondJames.com

www.rjis.co.uk 

RBC Brewin Dolphin

   

0191 279 7407

rachael.marshall@brewin.co.uk

www.brewin.co.uk

Redmayne Bentley        
  •  

0113 243 6941

dfm@redmayne.co.uk

www.redmayne.co.uk

Rowan Dartington

   

0117 321 0833

j.cowmeadow@rowan-dartington.co.uk

www.rowan-dartington.co.uk/intermediaries

Seven Investment Management

   

020 7760 8777

advisors@7im.co.uk

7im.co.uk/financial-adviser

St Johns Asset Management

   

03334 141919

enquiries@stjohnsam.com

www.stjohnsam.com

Titan Private Wealth   
  •  

info@titanwh.com

www.titanwh.com

UBS

   

0207 568 4433

strategic-partnerships@ubs.com

www.ubs.com/uk

Vermeer Investment Management

 
  •  

020 7123 5223

mark.spedding@vermeerllp.com

www.vermeerllp.com

Verso Investment Management Limited    

allen.macdonald@versoim.com

www.versowm.com

Waverton Investment Management

 
  •  

020 7484 7419

jpolnik@waverton.co.uk

www.waverton.co.uk

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.