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Discretionary fund managers

The award winning 7IM Platform has been designed for firms who want to use discretionary investment models. With our fast, open architecture approach to adding new funds, no trading charges, ability to ring fence funds and comprehensive client and adviser reporting tools, the 7IM Platform is ideal for discretionary fund managers looking to offer their model portfolios and financial advisers looking to use them.

The financial adviser community on the 7IM Platform have access to a wide range of discretionary investment providers shown below. We are still working with some of the discretionary fund managers to add their details. If you have any questions about the discretionary fund managers or the model portfolios available on the 7IM Platform, please contact your 7IM Platform Relationship Manager or Get in touch.

7IM is not affiliated with any of the third party discretionary fund managers listed below. The below information has been provided by the third party discretionary fund managers and 7IM does not take responsibility for the accuracy of any information supplied. The costs displayed solely relate to annual management costs and further transactional or other costs may also apply. It is important to check the providers relevant costs and charges disclosure documents carefully for further information before proceeding. Please note that all details are provided for information purposes only and are not intended to constitute a recommendation for any third party service.

Onshore and offshore platform DFMs

Discretionary fund managerActive annual management feePassive annual management feeActive / Passive blend annual management feeESG annual management feeContact information
7IM0.25%*0.15%*0.25%*0.3%*Getintouch@7im.co.uk / 0203 823 8829
Betafolio-1) % AUM - 0.09%**
2) Flat fee - £239 per client**
1) % AUM - 0.09%**
2) Flat fee - £239 per client**
1) % AUM - 0.09%**
2) Flat fee - £239 per client**
Ed Carey / info@betafolio.co.uk / 0126 891 2610
Bordier & Cie----Awaiting confirmation from the DFM of the contact details and charges
Brooks Macdonald Asset Management0.25%*0.2%*Depends on asset mix0.25%*mpsinvestmentteam@brooksmacondald.com / 0207 408 5574
Brooks Macdonald Asset Management (International)0.35%*-0.35%*-0153 471 5555
EFG Asset Management----Awaiting confirmation from the DFM of the contact details and charges
LGT Wealth Management Jersey Limited0.25%*--0.25%*advisersolutions-uk@lgt.com / 0203 207 8317
Rowan Dartington & CoOCF 0.3% +VAT--0.3%T.peters@rowan-dartington.co.uk
Smith & Williamson----Awaiting confirmation from the DFM of the contact details and charges
Tilney Investment Management----Awaiting confirmation from the DFM of the contact details and charges
Waverton Investment Management0.4% AMC for on Platform MPS*---advisersolutions@waverton.co.uk / 0207 484 7484
*No VAT will be applied to these models **Subject to agreement

Onshore platform DFMs

Discretionary fund managerActive annual management feePassive annual management feeActive / Passive blend annual management feeESG annual management feeContact information
Alpha Portfolio Management----Awaiting confirmation from the DFM of the contact details and charges
Apollo Multi Asset Management0.5%*0.5%*--enquiries@apollomultiasset.com
Ascencia Investment Management--0.5%*0.5%*enquiries@ascecnciaim.co.uk / 0161 886 8000
Brewin Dolphin Limited0.3%*0.2%*Depends on asset mix0.3%*salessupport@brewin.co.uk / 0203 201 3520
Charles Stanley----Awaiting confirmation from the DFM of the contact details and charges
Collidr----Awaiting confirmation from the DFM of the contact details and charges
EBI Portfolios-0.12%*-0.12%*enquiries@ebi.co.uk / 0192 247 2226
EQ Investors0.2%* to 0.33%*0.125%* to 0.25%*-0.125% to 0.33%*enquiries@eqinvestors.co.uk / 0207 488 7110
Financial Express Investments Ltd--0.27%*0.27%*enquiries@fefundinfo.com
GAM----Awaiting confirmation from the DFM of the contact details and charges
Hawksmoor Investment Management----Awaiting confirmation from the DFM of the contact details and charges
IronBright Investment Management Limited----Awaiting confirmation from the DFM of the contact details and charges
JM Finn & Co----Awaiting confirmation from the DFM of the contact details and charges
Liontrust----Awaiting confirmation from the DFM of the contact details and charges
London & Capital Asset Management----Awaiting confirmation from the DFM of the contact details and charges
Momentum Global Investment Management----Awaiting confirmation from the DFM of the contact details and charges
Montage Portfolio Management----Awaiting confirmation from the DFM of the contact details and charges
Morningstar Investment Management Europe----Awaiting confirmation from the DFM of the contact details and charges
NLP Financial Management----Awaiting confirmation from the DFM of the contact details and charges
Octopus Investments----Awaiting confirmation from the DFM of the contact details and charges
P1 Investment Management----Awaiting confirmation from the DFM of the contact details and charges
PortfolioMetrix----Awaiting confirmation from the DFM of the contact details and charges
Psigma Investment Management----Awaiting confirmation from the DFM of the contact details and charges
Saltus Investment Managers----Awaiting confirmation from the DFM of the contact details and charges
Sanlam Fund Solutions----Awaiting confirmation from the DFM of the contact details and charges
Sarasin & Partners LLP----Awaiting confirmation from the DFM of the contact details and charges
SCM Private LLP----Awaiting confirmation from the DFM of the contact details and charges
Square Mile Investment Management----Awaiting confirmation from the DFM of the contact details and charges
Tatton Investment Management----Awaiting confirmation from the DFM of the contact details and charges
Thesis Asset Management----Awaiting confirmation from the DFM of the contact details and charges
Totality Asset Management----Awaiting confirmation from the DFM of the contact details and charges
Walker Crips----Awaiting confirmation from the DFM of the contact details and charges
Wellian Investment Solutions0.35%*0.25%*-0.35%*info@wellian-is.com / 0189 255 0600
WM Capital Management----Awaiting confirmation from the DFM of the contact details and charges
YOU Asset Management----Awaiting confirmation from the DFM of the contact details and charges
* No VAT will be applied to these models

Offshore platform DFMs

Discretionary fund managerActive annual management feeESG annual management feeContact information
Affinity Private Wealth0.3%*0.3%*connect@affinitypw.com
Ashburton Jersey--Awaiting confirmation from the DFM of the contact details and charges
Bridport & Co Jersey--Awaiting confirmation from the DFM of the contact details and charges
Canaccord Genuity Wealth Management--Awaiting confirmation from the DFM of the contact details and charges
Harver Capital SA0.3%*-glenncoxon@harvercapital.com
Ravenscroft Investment Management Limited0.3%*-funds@ravenscroftgroup.com
* No VAT will be applied to these models

AIM DFMs

Discretionary fund managerActive / Passive blend annual management feeAIM IHT annual management feeContact information
Blackfinch--Awaiting confirmation from the DFM of the contact details and charges
Canaccord Genuity Wealth Management-0.75% +VATintermediary@canaccord.com
Luna--Awaiting confirmation from the DFM of the contact details and charges
Thorntons Investments0.3*1%dholmes@thorntons-investments.co.uk / 0138 279 7600
Unicorn--Awaiting confirmation from the DFM of the contact details and charges
* No VAT will be applied to these models

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