How to open a Discretionary Investment Manager account

Follow these simple steps to open a Discretionary Investment Manager account within our SIPP.

Step 1: Choose a Discretionary Investment Manager

Discuss and agree with your client which Discretionary Investment Manager is a suitable investment for them. You can see a full list of available Discretionary Investment Managers below.

Step 2: Request a Discretionary Investment Manager account

Get in touch with us to request that a Discretionary Investment Manager account is opened. We'll need the SIPP reference number, your client's name, confirmation that advice has been given, and the amount to be sent to the Discretionary Investment Manager.

If you want to open a Discretionary Investment Manager account to facilitate an in-specie transfer, please email or call 0345 0845 000 (call charges will vary).

Step 3: Complete an Investment Manager Agreement form

Ensure that an Investment Manager Agreement form, which you can get from your chosen Discretionary Investment Manager, has been completed by your client. This can be returned directly to the Discretionary Investment Manager - we don't need to see or sign this.

Step 4: Money is sent to Discretionary Investment Manager

Once we receive the completed instruction and Investment Manager Agreement, the Discretionary Investment Manager will send us an account reference so we can send them the money.

Please allow for relevant charges and take any necessary steps to ensure there's sufficient cash in the SIPP cash account to send the money you've requested.

If we're waiting on money being received via a transfer, we'll send the money to the Discretionary Investment Manager when cash is available (or later if instructed due to multiple transfers).


Discretionary Investment Manager charges

There's an additional charge for using a Discretionary Investment Manager within our SIPP. 

This charge will be applied for each Discretionary Investment Manager your client uses and is in addition to any other product charges.

The Discretionary Investment Manager will also apply their own investment management charges.

View our SIPP choices and charges guide for more details or visit our SIPP overview page for more information on charges, features and investments.


Discretionary Investment Managers

Discretionary Investment Manager

Contact name   Contact details

Arbuthnot Group

Lee Jones


07767 111 738

Atomos Investments Limited



03301 656 600


Stephen Lennon


07795 055246

Bordier & Cie (UK) PLC


020 7667 6600

BRI Wealth Management    

01676 523 550

Brooks Macdonald



0207 408 5560

Brown Shipley Private Banking

Michael Pos


0207 282 3220

Canaccord Genuity Wealth Management

Lauren Hurford


0207 523 4597


Simon Cooper


0203 479 0343

Charles Stanley

Derek Gawne  

Andrew Clotworthy


0151 255 2683

0207 149 6813

Close Brothers Asset Management


020 7426 4187

Cornelian Asset Managers Limited

Marcus Brooks



0131 243 4130



02890 310 655

Deutsche Bank Asset Management (UK) Ltd


0207 545 1406

Evelyn Partners


0121 227 6338

EFG Harris Allday


0121 233 1222

Investec Wealth & Investment

Claire Campion



020 7597 1234

James Hambro & Partners  Ellen Alexander

   Charlotte         Adlard

0203 817 3413

0203 817 3398

JLT Investment Management

Darryn Lake


01392 356658

JM Finn

Barry Smead


0207 600 1660


Trudi Doxsey

Kate Stoate


0161 914 9802

SG Kleinwort Hambros Bank Ltd

Nick Banks

Phyl Wright


0207 567 3000

LGT Wealth Management Limited Paul Hinde   0131 385 1300

LGT Wealth Management UK LLP

Tony Allan


0207 207 8003

Mountstone Partners Charles Dixon   0203 617 9190

Odey Wealth Management

Fay Dalby


0207 2081414

Parmenion Capital

Gordon Jackson


0345 519 0100

PSigma Investment Management

Damian Stancombe


0207 523 4660

Quilter Cheviot

Sam Gent


0207 7150 4401



020 7399 0399

Raymond James    

020 3798 3222

RBC Brewin Dolphin


0191 279 7407

Redmayne Bentley Lawrence Fisher  

0113 243 6941

Rowan Dartington


0117 933 0000

Sarasin & Partners

Duncan Gordon


020 7038 7324

Seymour Pierce

Christopher Saunders


0207 107 8312

Speirs & Jeffrey

Tom Brown


0141 248 4311


Mark Lambert


0207 568 1212

Waverton Investment Management

Mark Barrington


020 7484 2058

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.