ISA
Pension
Investment Account
Cash, Corporate & Trust and Bonds
Cash, Corporate & Trust and Bonds
Cash Trust, Pension Trustee and Company Account Canada Life Intl. Bond Utmost offshore bonds
OverviewModel portfolios and DFM services
With the increased use of model portfolios and Discretionary Fund Management (DFM) services, we are continually improving the services we provide to both advice and DFMs firms.
Here you’ll find out all you need to know about:
- How advice firms can set up and manage model portfolios and use defined models from DFMs.
- How DFMs can create, amend, publish and transact across their portfolios within our secure online portal.
We do not charge for this service, although the DFM may do so.
We have over 120 discretionary businesses set up on Fidelity Adviser Solutions. You can see them by selecting a letter from below. Alternatively, you can download all the information here.
DFM’s that are marked as ‘Yes’ against Sustainable Investing below have indicated to us that they offer one or more model portfolios that have some sustainable characteristics. For more information on the models available and the nature and extent of any sustainability characteristics please contact the DFM or refer to the fund factsheets.
A
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abrdn Portfolio solutions Ltd
Contact name: Jim Stacey
Contact details: E: jim.stacey@abrdn.com T: 07712485394
Date confirmed: 16.08.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No 0.25% active 0.10% Passive Yes Tolerence based
Albemarle Street Partners
Contact name: Eleanor Williams
Contact details: E: eleanor.williams@aspim.co.uk T: 07791 565 006
Date confirmed: 02.02.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes Yes 0.25% Yes Quarterly Albert E Sharp
Contact name: Sam Baker
Contact details: E: sam.baker@albertesharp.com T: 01789 404000
Date confirmed: 17.07.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No Yes Yes Yes Yes Yes Adhoc Alpha Beta Partners
Contact name: Mel Kennard
Contact details: E: mkennard@abisl.co.uk T: 00208 152 5116 or 07967 603364
Date confirmed: 17.07.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes No No No Adhoc Apollo Multi Asset Management
Contact name: Emily Thomas Adderson
Contact details: E: eta@apollomamco.uk T: 020 3291 2916
Consumer Duty: https://www.apollomultiasset.com/wp-content/uploads/2023/06/Fair-Value-Assessment-for-Apollo-Multi-Asset-Portfolios-and-Funds-1.pdf
Date confirmed: 20.06.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes No Yes No Passive - 0.25% Arbuthnot Latham
Contact name: David Michael
Contact details: E: DavidMichael@arbuthnot.co.uk T: 020 7012 2138
Date confirmed: 07.03.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule No No Yes Yes No No 0.30% Yes Quarterly Artless Wealth Ltd
Contact name: Amir Anbouche
Contact details: E: amir.anbouche@artlesswealth.com T: 01379 777 762 or M: 07548 342 563
Date confirmed: 10.02.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes No No No No Yes Adhoc Ascencia Investment Management
Contact name: Simon Callow
Contact details: E: simon.callow@ascenciaim.co.uk T: 07584035546
Date confirmed: 02.02.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule No No Yes Yes No No No Adhoc Aspen
Contact name: Lewis Brasseaux
Contact details: E: lewis.brasseaux@aspenadvisers.com
Date confirmed: 12.08.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes No No 30bps for Core, Income and Sustainable range. 20 bps for Passive Plus
Yes There is no fixed rebalancing schedule. Although models will be assessed, at least, monthly.
Asset Intelligence Portfolio Management Ltd
Contact name: Robert Love
Contact details: E: robert@asset-intelligence.com T: 07532 308618
Date confirmed: 08.03.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No Yes Yes Yes No Varies Yes Adhoc
B
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Barras Capital Management
Contact name: Scott Mordrick
Contact details: E: Scott@barrascapital.com T: 07949 448069
Date confirmed: 11.07.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No 0.25% Yes As changes made to the model, typically at least quarterly
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Binary Capital Investment Management
Contact name: Saftar Sarwar
Contact details: E: saftar.sarwar@binarycapital.co.uk T: 020 3943 5084
Date confirmed: 21.05.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No "Active and other models: 0.3%
Passive: 0.05%
ESG Blend: 0.2%
Bespoke: 0.3%"Yes Adhoc
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Blackfinch Investments limited
Contact name: Alice Bollen
Contact details: E: enquiries@blackfinch.com/ a.bollen@blackfinch.com T: 01452 717 755
Consumer Duty: https://blackfinch.com/esg
Date confirmed: 23.08.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No Yes No Yes Yes AIM 1.5%
MPS 0.35%Yes Adhoc
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Bordier & Cie (UK) PLC
Contact name: Sales team
Contact details: E: sales@bordieruk.com T: 0207 6676600
Date confirmed: 06.02.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No Yes No Yes No 0.30% Where eligible Quarterly (min.)
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Bowmore Asset Management Ltd
Contact name: Max Petite
Contact details: E: max@bowmoream.com T: 02036179206
Date confirmed: 01.03.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No 0.30% no Adhoc
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Brooks Macdonald Asset Mgt Ltd
Contact name: Gary Stirrup
Contact details: E: Gary.Stirrup@brooksmacdonald.com T: 020 7927 4891
Consumer Duty: https://www.brooksmacdonald.com/investment-management/due-diligence
Date confirmed: 14.11.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No Active: 0.25% Passive: 0.20% Yes Adhoc
C
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Canaccord Genuity Wealth Management formerly Psigma Investment Management (DIM)
Contact name: Lee McDowell
Contact details: E: Lee.McDowell@canaccord.com T: 0207 523 4634
Consumer Duty: https://www.canaccordgenuity.com/4a15bb/globalassets/wealth-management-uk/professionals/news-and-resources/target-market-documents/target-market---mps-pps-esg-fi.pdf
Date confirmed: 21.05.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes No Yes AIM 0.75% + VAT, MPS 0.25%,
ESG 0.30%No Quarterly
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Castlefield Investment Partners
Contact name: John Alexander
Contact details: E: John.Alexander@castlefield.com T: 0161 233 4551
Date confirmed: 11.12.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No No Yes No No Active - 0.10% Yes Adhoc
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Casterbridge Wealth Limited
Contact name: Emma Foley
Contact details: E: hello@casterbridgewealth.co.uk T: 01722 466110
Consumer Duty: https://casterbridgewealth.co.uk/document-library-advisor/
Date confirmed: 19.06.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No Yes No No No 0.30% Yes Quarterly
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Charteris Treasury Portfolio Managers Ltd
Contact name: Ian Williams
Contact details: E: info@charteris.co.uk T: 0207 220 9780
Date confirmed: 17.03.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No Flexible No Yes
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City Asset Management
Contact name: Chris Gillam
Contact details: E: Chris.Gillam@city-asset.co.uk T: 07956 291366
Consumer Duty: https://www.city-asset.co.uk/consumer-duty-toolkit
Date confirmed: 31.10.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No Yes Yes No No 0.25% No Quarterly
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Copia Capital Management
Contact name: Marina Contato
Contact details: E: marina.contato@copia-capital.co.uk
Date confirmed: 08.02.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No Yes Adhoc but at least quarterly
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Crossing Point
Contact name: Carl Hagger
Contact details: E: carl.hagger@crossingpoint.co.uk T: 07380 340298
Consumer Duty: https://www.crossingpoint.co.uk/consumer-duty
Date confirmed: 21.05.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No Yes Yes No No 0.30% Yes Adhoc
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CS Investment Managers
Contact name: Liam Goodbrand
Contact details: E: lgoodbrand@csmanagers.com T: 0131 624 7709
Date confirmed: 16.03.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No Yes No Yes Yes 0.25% No Yes
D
E
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EBI Portfolios Ltd
Contact name: Nick Walker
Contact details: E: enquiries@ebi.co.uk T: 01922 472226
Consumer Duty: https://ebi.co.uk/services/consumer-duty-are-you-ready/
Date confirmed: 21.05.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule No Yes No Yes Yes No 0.12% Yes Tolerence based
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8AM Global Limited
Contact name: Nicole Boeri
Contact details: E: portfolios@8amglobal.com T: 0203 327 3277
Date confirmed: 21.05.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No Yes Yes Yes No 0.15% Yes Every 2 months with ability to perform ad hoc rebalance where necessary
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EPIC Markets LLP
Contact name: Pushpanshu Prakash
Contact details: E: pushpanshu.prakash@epicip.com T: 0203 7713 304
Date confirmed: 12.10.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes No No Yes 0.20% Yes Calendar rebalancing with ad hoc if appropriate
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EQ Investors Limited
Contact name: Matt Hardy
Contact details: E: dfm-enquiries@eqinvestors.co.uk T: 0207 488 7188
Consumer Duty: https://eqinvestors.co.uk/advisers/resources/
Date confirmed: 28.05.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes No No Active: 0.32%
Passive: 0.20%No Quarterly
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Evelyn Partners I M Srvcs Ltd
Contact name: IFA Services Team
Contact details: E: IFAServices@evelyn.com T: 0207 189 9918
Consumer Duty: https://smithandwilliamson.sharepoint.com/sites/Consumer-Duty
Date confirmed: 28.05.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No Yes Yes Yes No 0.20% Adhoc
F
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Financial Express Investments Ltd
Contact name: Dan Middleton or Catherine Makin
Contact details: E: enquiries@fefundinfo.com T: 020 7534 7600
Date confirmed: 17.07.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule No Yes Yes Yes Yes No 0.27% No
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Five Horizons
Contact name: Daniel Minett
Contact details: E: dan@5horizons.co.uk T: 074 1861 0601
Date confirmed: 14.11.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule No No Yes Yes Yes No 0.20% MPS & 0.40% MPS Premium Yes Minimum quarterly
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Fundamental Asset Mgmt Ltd
Contact name: Jonathan Bramall
Contact details: E: jbramall@fundamentalasset.com T: 01923 713894
Date confirmed: 01.03.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No No Yes No Yes 1% + VAT No Adhoc
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Fundhouse Bespoke Limited
Contact name: Georgia-Rae Fry
Contact details: E: mps@fundhouse.co.uk T: 01737 233979
Consumer Duty: https://www.fundhouse.co.uk/wp-content/uploads/2024/04/MPS-Value-Assessment-and-Target-Market-Review.pdf
Date confirmed: 04.06.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No Active : 0.15%
Passive: 0.09%No Adhoc
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Fusion Asset Management LLP
Contact name: James Mitchell
Contact details: E: james.mitchell@fusionam.com T: 0207 802 2298
Date confirmed: 03.02.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No AMC: 0.10% - 0.30% Yes Quarterly
G
H
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Hawksmoor Inv Mgmt Ltd
Contact name: Jill Gill
Contact details: E: jill.gill@hawksmoorim.co.uk T: 01392 454708
Date confirmed: 17.07.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No No Yes Yes No No Adhoc
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Hymans Robertson Inv Srvcs LLP
Contact name: Kate Rainbow
Contact details: E: Kate.Rainbow@hymans.co.uk T: 07811 702578
Consumer Duty: https://www.hymansinvestmentservices.co.uk/news-insights/consumer-duty/
Date confirmed: 26.8.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No Blended - 0.25%
Markets Range – 0.15%
Passive 0.15%Yes Half yearly
I
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IBOSS Asset Management Limited
Contact name: Kevin Morrison
Contact details: E: kevin@ibossltd.co.uk T: 07891 814345
Consumer Duty: https://www.ibossam.com/consumer-duty/
Date confirmed: 14.11.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No Core/Income 0.20% Passive 0.15% Sustainable 0.25% Quarterly (min.)
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Investec Wealth & Investment Ltd
Contact name: Simon Taylor
Contact details: E: MPSonplatforms@investecwin.co.uk T: 07720 810327
Consumer Duty: https://www.investec.com/en_gb/wealth/financial-advisers/resources/downloads-and-documents/value-assessments.html
Date confirmed: 04.06.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule No No Yes No Yes No 0.20%
Do not charge VATYes Minimum quarterly
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IPS Capital LLP
Contact name: Simon Moriarty
Contact details: E: smoriarty@ipscap.com T: 02074696830
Date confirmed: 07.03.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule No Yes Yes Yes No No No Adhoc
J
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James Hambro & Partners LLP
Contact name: Billy Hughes
Contact details: E: BHughes@jameshambro.com T: 0203 817 3500
Consumer Duty: Contact Billy Hughes for further information
Date confirmed: 21.05.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No Yes No Yes No Contact Billy Hughes for details Yes Adhoc
K
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King & Shaxson Asset Management
Contact name: Craig Hart
Contact details: E: craig.hart@kasl.co.uk T: 0207 426 5979
Date confirmed: 03.03.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No No Yes No No Tiered on firm AUM Yes Adhoc
L
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Legal & General Investment Management
Contact name: Giles Whittingham
Contact details: E: Giles.Whittingham@lgim.com T: 07385 140007
Consumer Duty: https://www.lgim.com/landg-assets/lgim/_document-library/consumer-duty/ret-mps-value-for-money-assessment.pdf
https://www.lgim.com/landg-assets/lgim/_document-library/capabilities/investment-strategies/mps-target-market-assessment-tma.pdf
Date confirmed: 04.06.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule No Yes Yes Yes Yes No Active – 0.06%, Passive 0.06% No Quarterly
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LGT Wealth Management LLP
Contact name: Adam Burniston
Contact details: E: Adam.burniston@lgt.com T: 02039438522
Consumer Duty: https://www.lgtwm.com/uk-en/financial-advisers/consumer-duty
Date confirmed: 29.10.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No Yes No Yes No No Quarterly
M
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M&G Wealth Investments LLP
Contact name: Sean Hawkins, Head of Business Development
Contact details: E: Sean.Hawkins@mandg.com T: 07702 847973
Consumer Duty: https://www.mandg.com/wealth/adviser-services/investment-solutions/mps/support?t=mandg-wealth%2Fliterature-type%2Fservice-value-assessment
Date confirmed: 23.05.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No 0.15% No Quarterly
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MAIA Asset Management
Contact name: Sophie Taylor / Simon Jackson
Contact details: E: sophie@maia-am.co.uk simon@maia-am.co.uk T: 07586 347454 / 07973 322135
Consumer Duty: https://maia-am.co.uk/wp-content/uploads/2023/07/MAIA-Target-Market-Assessment.pdf
https://maia-am.co.uk/wp-content/uploads/2023/07/MAIA-Value-for-Money-Assessment-March-23.pdf
Date confirmed: 04.06.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No Yes Yes Adhoc
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Marlborough Investment Management Ltd
Contact name: Raj Manon
Contact details: E: raj.manon@marlborough.co.uk T: 01283 791 600
Date confirmed: 17.07.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No 0.25% Yes Quarterly
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Morningstar Int Mgt Europe Ltd
Contact name: Martin Coyle
Contact details: E: martin.coyle@morningstar.com T: 020 3107 2968
Consumer Duty: https://www.morningstar.com/en-uk/products/morningstar-managed-portfolios#disclosure
Date confirmed: 17.07.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes No No Active – 0.30%
Passives – 0.20%
Blended – 0.20%
ESG – 0.25%Adhoc
N
O
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Oakham Wealth Management Ltd
Contact name: Richard Morrison
Contact details: E: richard.morrison@oakhamwealth.com T: 020 3405 2600
Date confirmed: 16.03.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No Yes Yes Yes No 0.20% No Monthly
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OCM Asset Management
Contact name: Georgina Stone
Contact details: E: georgina@ocmassetmanagement.co.uk T: 01604 621467
Date confirmed: 08.03.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No 0.30% No Adhoc
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One Four Nine Portflio Mgt Ltd
Contact name: Bevan Blair
Contact details: E: bevan.blair@onefourninegroup.co.uk T: 07870684138
Date confirmed: 21.05.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes No No 0.20% Adhoc
P
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P1 Investment Services Limited
Contact name: Jonathan Richards
Contact details: E: Jonathanrichards@p1-im.co.uk T: 07496 362296
Date confirmed: 14.11.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes Yes Wealth Accumulator & Retirement Income Portfolios 0.25% (no VAT), Ethical/ESG Portfolios 0.20% (no VAT), Asset Tracker & Responsible Asset tracker portfolios 0.10% (no VAT), AIM IHT 1% No January, April, July, October
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PK Wealth Ltd
Contact name: Michael Usher
Contact details: E: michael.usher@pkgroup.co.uk T: 0208 334 9953
Date confirmed: 09.03.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No 0.50%
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PortfolioMetrix Asset Mgmt Ltd
Contact name: Ben Peele
Contact details: E: Ben.Peele@portfoliometrix.co.uk T: 0203 286 9077
Date confirmed: 07.03.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No 0% DFM charge, charges within building block funds.
Trigger-based Adhoc
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Puma Invstmnt Mngmnt Ltd
Contact name: Adviser support team
Contact details: E: advisersupport@pumainvestments.co.uk T: 020 74084070
Consumer Duty: https://landing.pumainvestments.co.uk/consumer-duty/
Date confirmed: 17.07.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No No No No Yes 1.5% inc VAT Yes Adhoc
Q
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Quilter Cheviot Ltd
Contact name: Jonathan Marshall & Toni Adochitei
Contact details: E: Platforms@quiltercheviot.com T: 0207 150 4228
Consumer Duty: https://www.quiltercheviot.com/siteassets/documents/guides/qcl-target-market-summary.pdf
Date confirmed: 14.11.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No No No No No 0.25% Yes Adhoc
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Quorum Capital Limited
Contact name: Paul Chatterjee
Contact details: E: p.chatterjee@quorumcapital.co.uk T: 020 7186 0898
Date confirmed: 01.03.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No No Yes No No 0.40% Yes Quarterly
R
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RBC Brewin Dolphin
Contact name: RBC Brewin Dolphin Sales Support
Contact details: E: SalesSupport@brewin.co.uk T: 0203 201 3520
Consumer Duty: https://www.brewin.co.uk/intermediaries/investment-expertise/consumer-duty
Date confirmed: 21.05.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No 0.30% for Active and Sustainable MPS
0.20% for Passive Plus MPSYes Monthly - available via our website:
https://www.brewin.co.uk/intermediaries/our-services/managed-portfolio-service#2023-rebalancing-dates
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DFM: Rivers Capital Management
Contact name: Richard Bonnor-Moris
Contact details: E: rbm@riverscm.com T: 020 3383 0181
Consumer Duty: https://riverscm.com/2023/07/consumer-duty-2/
Date confirmed: 24.07.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule No Yes Yes Yes Yes No 0.15% - 0.25% Adhoc
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RSMR Portfolio Services
Contact name: Jon Lycett
Contact details: E: Jon.Lycett@rsmr.co.uk T: 07715 024378
Consumer Duty: Our Approach to Consumer Duty | RSMR
Date confirmed: 21.05.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No Yes Yes No No 0.15% Yes Adhoc
S
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Square Mile Investment Services
Contact name: Saif Yusufali
Contact details: E: operations@SQUAREMILERESEARCH.COM T: 0203 727 6599
Consumer Duty: https://www.squaremileresearch.com/welcome?returnUrl=https://www.squaremileresearch.com/Insights-Resources/Consumer-Duty
Date confirmed: 23.05.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No Varies Yes As per Investment Managers instructions
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Sarasin & Partners LLP
Contact name: Caroline Bond/Emma Collins
Contact details: E: sales@sarasin.co.uk; mpsadmin@sarasin.co.uk T: 020 7038 7000
Consumer Duty: https://sarasinandpartners.com/consumer-duty/
Date confirmed: 17.07.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No 0.25% core
0.10% ResponsibleYes Adhoc but at least quarterly
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Schroders
Contact name: Craig Goodsir/Business Development Desk
Contact details: E: solutions@schroders.com T: 0207 658 3894
Consumer Duty: https://www.schroders.com/en-gb/uk/intermediary/investment-solutions/
Date confirmed: 21.05.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes No Yes No No 0.15% Yes Quarterly
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Sparrows Capital Limited
Contact name: Alistair Meadows
Contact details: E: alistair.meadows@sparrowscapital.com T: 01977 652564
Date confirmed: 17.03.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule No Yes No Yes No No 0.10% Un-capped Yes
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7IM
Contact name: Investment Solutions
Contact details: E: investmentsolutions@7im.co.uk T: 020 7760 8777
Consumer Duty: https://www.7im.co.uk/financial-adviser/consumer-duty
Date confirmed: 26.09.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No Active & Blended 0.25%, Responsible Choice 0.30%, Passive 0.15% Yes Quarterly - Feb/May/Aug/Nov
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Tatton Investment Management
Contact name: Justine Randall
Contact details: E: enquiries@tattonim.com T: 0207 139 1470
Consumer Duty: https://tattoninvestments.com/business-support/resources-and-fact-sheets/
Date confirmed: 19.06.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes No Yes No Yes No Yes
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Tavistock Asset Management
Contact name: Steven McGregor
Contact details: E: steven.mcgregor@tavistockam.com T: 07901 716662
Date confirmed: 17.07.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes No No
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Thorntons Investments
Contact name: David Holmes
Contact details: E: dholmes@thorntons-investments.co.uk T: 01382 797600
Consumer Duty: https://thorntons-investments.co.uk/for-financial-advisers/aim-inheritance-tax-portfolio-service/consumer-duty/
Date confirmed: 21.05.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule No No Yes Yes No Yes MPS: 0.2% AMC (VAT exempt)
AIM: 1% AMC (VAT exempt)Yes Adhoc
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TIME Investments
Contact name: Chloe Jennings
Contact details: E: cjennings@time-investments.com
Date confirmed: 07.03.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes No No Yes Yes No Yes
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Timeline Portfolios
Contact name: Hugo White
Contact details: E: hugo@timeline.co T: 07754764027
Date confirmed: 02.02.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule No Yes No Yes Yes No 0.09% No 10% Asset Class Tolerence
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Titan AM
Contact name: John Leiper
Contact details: E: john.leiper@titanam.co.uk T: 020 3307 5393
Date confirmed: 17.07.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No Active/Passive/Sustainable all 0.25% Yes Adhoc – Formal rebalance review on a quarterly basis
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Tribe Impact Capital LLP
Contact name: Aaron Gaide/ Chris Toy
Contact details: E: advisers@tribeimpactcapital.com / aarong@tribeimpactcapital.com / christophert@tribeimpactcapital.com T: 0203 745 5742 / 0203 745 5571
Date confirmed: 12.10.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No No Yes No No 0.25% No Quarterly
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Trust DFM
Contact name: Lawrence Patrick
Contact details: E: support@trustdfm.com T: 0330 055 3606
Date confirmed: 03.03.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule No Yes Yes Yes No No 0.20% Yes Adhoc
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1OAK Capital Limited
Contact name: Hercules Anastase/Naomi Rothwell
Contact details: E: ha@1oakgroup.com & ngr@1oakgroup.com T: 02039438522
Date confirmed: 14.02.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No No No No No 0.25% Yes Quarterly (min.)
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Vanguard
Contact name: Sales team
Contact details: E: enquiries@vanguard.co.uk
Date confirmed: 04.06.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule No Yes No No No No Passive 0.10% Yes 3 monthly
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Voyager Asset Management
Contact name: Gary Waite
Contact details: E: contact@voyageram.co.uk T: 020 3744 6917
Date confirmed: 17.02.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes Yes Yes Yes Yes No Yes
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Whitman Asset Management
Contact name: Sean O'Flanagan
Contact details: E: aim@whitman.co.uk T: 0207 846 7460
Consumer Duty: https://whitman.co.uk/whitman-target-market-and-fair-value-information-for-distributors/
Date confirmed: 24.6.24Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No No Yes Yes Yes 1% + VAT Yes Adhoc
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Waverton Investment Management
Contact name: Julian Polnik
Contact details: E: jpolnik@waverton.co.uk T: 0207-484-7419
Consumer Duty: https://www.waverton.co.uk/consumer-duty
Date confirmed: 14.11.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No No Yes No No Adhoc
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WM Capital Management Ltd
Contact name: Nick Welsh / Jack Holmes
Contact details: E: unicorn-aim-iht@wmcapitalmanagement.com T: 0208 1879208
Date confirmed: 02.02.23Active Passive Active/Passive Sustainable Investing Bespoke AIM Charges Product Cash Rebalance Schedule Yes No No Yes No Yes Yes
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