At Aviva we work with a large range of Discretionary Investment Managers (DIMs). Choosing who to hand over control of your clients investments to can be tough, therefore a number of our DIMs have outlined their business for you to help you decide who you want to work with.
Once you are happy with the DIM you have chosen, simply get in touch with them and tell them you would like to access their portfolios on the Aviva Platform. The DIM will take it from there. We’ve integrated with the DIMs, all of which you can access seamlessly with your Aviva for Advisers login. This means all you have to do is choose the appropriate model portfolio offered by the DIM when processing the application online.
If you're a DIM you'll be given access to the Aviva X-Hub, where you can create, manage and amend managed portfolios. Visit the X-Hub User Guide for more information.
Full list of DIM’s available on the Aviva Platform
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7IM Model Portfolio Service
The 7IM Model Portfolios are a risk-rated range of model portfolios designed to complement the planning approach for advisors.
8AM Global Ltd
We provide data-driven investment models for forward-thinking financial advice firms that value clarity, consistency and fair cost.
abrdn
abrdn’s Managed Portfolio Service offers a comprehensive investment solution, featuring a range of investment styles to suit different client needs and risk profiles.
A J Bell
AJ Bell Asset Management offer a broad range of investment solutions covering a range of passive, active, blended, and responsible Managed Portfolio Services.
Arbuthnot Latham
Our model portfolios are risk-rated and constructed to meet a range of clients’ individual needs based on their risk appetite and investment goals.
Aviva Investors
Aviva Investors in conjunction with SimplyBiz and Hymans Robertson created three portfolios that are suitable for investors who need to withdraw income and avoid exhausting their pension pot.
Blackfinch Investment Limited
The Blackfinch MPS Portfolios are multi-asset portfolios actively managed Blackfinch Investments and are globally diversified.
Bordier UK
Bordier & Cie (UK) PLC (Bordier UK) is a specialist wealth manager that promotes a long-standing culture of consistency and excellence, whether in the performance of our portfolios, the service given...
Brooks Macdonald
As a professional adviser, you provide your clients with holistic financial advice. You have a unique understanding of their financial positions, goals and aspirations, which enables you to assess suitability...
Canaccord Genuity Wealth Limited
Canaccord Genuity Wealth Limited (CGWL), part of Canaccord Genuity Wealth Management (CGWM) has now fully acquired Psigma Investment Management and continues to provide a tailored range of inflation plus Managed Portfolios for private clients, pension schemes, trusts and charities.
Castlefield
Castlefield is an employee-owned, Manchester-based investment and financial services group, specialising in ethical ESG investing since 2002. Over more than two decades, we have delivered competitive, values-based returns...
Charles Stanley
Charles Stanley can trace its origins directly back to 1792 and was first registered as a member of the London Stock Exchange in 1852. It has developed its regional presence and currently has over 20 branches across the UK.
City Asset Management (CAM)
Managing your client’s investments takes considerable time and resources. But, by partnering with us, we can take some of that workload off your shoulders and help you do business more efficiently.
Credo
Credo is an independently owned, wealth and asset management group established in 1998 with offices in London and South Africa. Credo is authorised and regulated by the FCA and is a member of the London Stock Exchange.
Crossing Point Investment Management Limited
Created as a collaboration between IFAs, academia and industry professionals, Crossing Point Investment Management was conceived in 2014 and formed in 2018 based on the conclusion of extensive academic research into an investment philosophy established upon trend-following and tactical trading.
EBI Portfolios Ltd
Launched in 2010, ebi is a discretionary fund manager built on the principles of diversification, sustainable investing, and passive portfolio management.
EQ Investors
EQ Investors (EQ) is a B Corp discretionary fund manager focused on sustainable investing. We have a 10-year track record running sustainable portfolios for a wide range of retail and professional clients. We manage active, passive, and bespoke portfolios.
Evelyn Partners Investment Management Services Limited
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson.
Financial Express Investments Ltd
FE fundinfo facilitates better, more efficient investing by connecting fund managers and fund distributors and enabling them to share and act on trusted, insightful information.
Flying Colours Life Investment Management
Flying Colours Life Investment Management aims to make investment management more accessible and transparent for clients. Our roots and experience in fund management...
Fundhouse
Fundhouse was founded in 2007 and is an independent, owner-managed firm providing investment consulting and model portfolio services. Our specific areas of expertise cover fund manager research, asset allocation, portfolio construction and discretionary model portfolios.
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GHC Capital Markets
Dynamic Core Satellite (DCS) is a risk related discretionary service available on the Aviva platform. It consists of an actively managed fund (CF Resilient MM Balanced) as the core with a number of passive funds making...
Hawksmoor Investment Management
Hawksmoor Investment Management is an independent boutique investment manager. We are headquartered in Exeter, with offices across the South West, London and East of England.
HSBC Global Asset Management (UK) Limited
HSBC Global Asset Management provides investment opportunities across multiple asset classes and capabilities, focusing on connecting the developed and developing world to unlock sustainable...
Hymans Robertson Investment Services (HRIS)
Our Tailored Portfolio Service (TPS) is a customised portfolio design and investment management proposition, created to meet the specific requirements of UK financial advice firms.
IBOSS
IBOSS are a boutique asset management company, providing cost-effective, innovative and adaptive investment solutions exclusively to the financial adviser marketplace.
The company was created in 2008, the founders of IBOSS Limited had all previously held senior positions...
Investec Wealth & Investment (UK)
At Investec Wealth & Investment (UK), we understand that your client’s needs can be diverse and complex. That’s why we offer a range of independently risk-rated investment strategies, including two Sustainable models, enabling you to choose the one most appropriate for your client’s varying needs and risk appetites
King & Shaxson Ethical Investing
At King & Shaxson we understand the interaction between investment objectives and ethics, and we have designed six ethical model portfolios to cater for a range of risk and income requirements. The...
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LGT Wealth Management
Founded in 2008, LGT Wealth Management is a UK and Jersey-based wealth management firm and is part of the private banking group LGT, owned by the Princely Family of Liechtenstein.
Liontrust Investment Partners LLP
Liontrust is a specialist fund management company that takes pride in having a distinct culture and approach to running money. What makes Liontrust distinct? We are an independent business with no...
Lowson & Company Investment Managers
Lowson & Company are a small firm of Chartered Financial Planners, running discretionary model...
Luna Investment Management Ltd / Thornbridge Investment Management LLP
Luna is an appointed representative of Thornbridge...
MAIA Asset Management
MAIA Asset Management is a boutique investment company offering 10 risk-rated managed portfolios, actively managed by highly experienced specialist managers with a focus on optimum performance. All...
Marlborough Investment Management Ltd
Marlborough is one of the UK’s leading independently owned investment management specialists.
M&G Wealth Investments LLP
M&G Wealth Investments’ model portfolios are designed for investors who want a diversified mix of asset classes and regions.
Momentum Global Investment Management
Momentum Global Investment Management (Momentum) is a global investment manager focused on designing, building and managing investment solutions, delivered through multi-asset funds and DFM...
Morningstar Investment Management Europe Ltd
Morningstar is a leading provider of independent investment research. Financial advisers and other investment professionals turn to Morningstar for tools that help them research, analyse and present...
OCM Asset Management
As a family run business, we understand the delicate balancing act of managing investment growth and protecting capital.
P1 Investment Management Limited
P1 Investment Management (P1) is a discretionary investment manager working closely with industry professionals, using technology to overcome the restrictions and limitations dominant in many...
PortfolioMetrix Asset Management Ltd
PortfolioMetrix is a global investment manager operating in the United Kingdom, South Africa and Ireland. We support independent advisers to scale sustainably without compromising the quality of advice they provide to their clients.
Premier Miton Investors
The Premier Portfolio Management Service offers a choice of managed investment solutions, comprising three income portfolios, eight growth portfolios and four risk targeted...
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Quilter Cheviot
Benefit from a differentiated, fully active Managed Portfolio Service powered by one of the largest research teams in Investment Management, at just 0.25%.
RBC Brewin Dolphin
RBC Brewin Dolphin is one of the UK’s leading wealth managers. Founded in 1762. They combine scale, experience and highly specialised expertise to manage your investments.
Redmayne Bentley LLP
Established in 1875, Redmayne Bentley is one of the largest independent private client investment management and stockbroking firms in the UK.
Rowan Dartington Intermediaries
Rowan Dartington Intermediaries is a division of Rowan Dartington which specialises in providing discretionary portfolio management exclusively to clients of financial advisers; providing a well...
Sarasin & Partners LLP
Our fundamental purpose is to deliver strong, long-term investment performance and exceptional client service...
Schroders
Established in 1804, Schroders is a global asset manager operating in 37 locations around the world with over £570bn AUM as of 30th December 2020.
Square Mile Investment Services Ltd
Our bespoke Managed Portfolio Service is designed to meet the specific needs of your business to allow you to both differentiate yourself and to de-risk your business from an operational and a regulatory perspective.
Tatton Investment Management Limited
Tatton Investment Management Limited was launched in 2013 and is the market leading Managed Portfolio Service DFM in the UK, managing over £16.55 billion of assets (as at March 2024).
Thesis Asset Management Limited
Thesis provides discretionary investment management for individuals, charities and trustees through our personal investment portfolio and model portfolio services. With approximately £13 billion under...
Timeline Portfolios Ltd
Timeline empowers Financial Advisers. Our best-in-class planning technology and portfolio management enable you to deliver exceptional value to your clients - on your terms!
Tribe Impact Capital
Tribe is the UK’s first dedicated impact wealth manager. 100% of Tribe’s investments are sustainable and have been since inception. This means we only run portfolios for positive, sustainable impact.
Trust DFM
At Trust DFM we bring the benefits of our years of experience as IFAs and investment managers, as well as our dedicated resources, in a format that is client focused, client driven and refreshingly jargon free.
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Vanguard Asset Management
Advisers can also enjoy the peace of mind that comes from knowing Vanguard is a global leader in providing a multi-asset range to investors. With over £740 billion* invested across our multi-asset range globally, all supported by a team of experienced portfolio and investments specialists.
Vintage Asset Management
Vintage Asset Management is an independent and boutique discretionary fund management company which offers a range of model portfolios through a suite of six risk-rated Active strategies, three risk-targeting...
Walker Crips
Walker Crips’ Model Portfolio Service (“MPS”) consists of carefully selected investments at reasonable price points, designed to provide a simplified and streamlined investment experience. The portfolios are Defaqto risk rated allowing them to fit seamlessly into advisers’ client profiling.
Waverton Investment Management
Waverton Investment Management (originally founded as J O Hambro Investment Management in 1986) is an independent investment management house, dedicated to providing a high-quality service for your clients.
Wealthify Limited
Wealthify is a multi-award-winning investment platform that offers straightforward and affordable investment options to suit a wide range of investors. In 2016, we launched our Ethical Investment solutions, offering our investors a way to stay true to their values without costing the Earth.
Whitechurch Securities Ltd
Whitechurch Securities Ltd is an independent investment management firm with over 35 years’ experience of wealth management. We provide services exclusively to Financial Advisers who...