Investment management - DFM, MPS, AIM

Outsourcing your clients’ investment management requirements can allow you more time to focus on their strategic financial planning.

Mickey Morrissey

Mickey Morrissey

Partner, Outsourced investment services

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Rather than allocating your time, resources and costs to providing an investment management service to your clients, you may prefer to outsource this. We offer access to a managed portfolio service (MPS) and discretionary bespoke portfolios, drawing from our extensive experience and investment expertise.

Meeting your needs

 

Dedicated

To high-quality investment services including active portfolio management across all asset classes to ensure diversification and to manage risk.

Trusted

Our service is structured to preserve and support your client/adviser relationship.

Independent

Our independent ownership means our long-term interests are closely aligned with those of our clients.

 

How we can help

 

Our credentials

 

Longstanding

We have over a century’s experience in managing private client wealth.

Experienced

Around £20.8 billion of funds under management and advice as at 31 March 2019, the majority for private clients.

Flexible

Our bespoke investment portfolios typically start from £250,000, while our MPS offering is suitable for amounts of £20,000 and above.

Specialist

We have more than 170 investment managers, which includes over 55 who are also specialists in collective investment research.

 

Our awards & ratings

Our Managed Portfolio Service has been awarded a 5-star Defaqto* rating from 2014-2019

Our Discretionary Fund Management Service has been awarded a 5-star Defaqto* rating from 2015-2019.

Citywire Wealth Manager, Investment Performance Awards 2017 Winner - Best Overall Large Firm

Citywealth Magic Circle Awards 2017 Winner - Best Private Wealth Manager

 

*Defaqto is an independent financial research and software company specialising in rating, comparing and analysing financial products and funds. It provides an independent, unbiased mechanism for helping people instantly understand where a product or proposition sits in the market, based on the features and benefits it offers. The 5 Star Rating represents an excellent product with a comprehensive range of features and benefits.

 

Related content

 

Discretionary Fund Management

Discretionary Fund Management (DFM) brochure

Our Discretionary Fund Management service offers bespoke portfolio management aligned to your clients’ objectives and risk appetite.

Managed Portfolio Service

Managed Portfolio Services (MPS) brochure

Managing an investment portfolio is a complex challenge, requiring continuous monitoring and research. Our Managed Portfolio Service (MPS) is designed to address these issues and to provide high-quality investment management for your clients’ portfolios.

Aim Portfolio Service

AIM Services Brochure

Inheritance tax planning through a bespoke portfolio invested in AIM shares. Smith & Williamson’s AIM portfolio service is designed to provide clients with an opportunity to reduce the inheritance tax payable by their estates on death, while maintaining access to their capital.

Capital at risk. The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.

 

Past performance is not a guide to future performance.

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