Discretionary Investment Managers

Discretionary Investment Managers

At Aviva we work with a large number of Discretionary Investment Managers (DIMs). Choosing who to hand over control of your clients investments to can be tough, therefore we’ve asked each of our DIMs to outline 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.

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7IM Model Portfolio Service

The 7IM Model Portfolio Service (MPS) is a risk rated range of model portfolios which use a strategic (backward-looking) analysis combined with a tactical (forward-looking) view. The asset allocation is...

Aberdeen Standard Capital

Aberdeen Standard Capital’s Managed Portfolio Service offers a comprehensive investment solution, featuring a range of investment styles to suit different client needs and risk profiles. It offers investors...

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...

Brewin Dolphin

We’re one of the UK’s leading providers of discretionary wealth management services. With origins dating back to the mid-18th Century, we are extremely experienced in dealing with the ups and downs...

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...

Brown Shipley Private Banking

Brown Shipley is a private bank, which combines over 200 years of pedigree with informed advice, contemporary vision and trust to deliver a uniquely personal service. In our words - Wealth well...

Cazenove Capital

Cazenove Capital is part of the Wealth Management arm of the Schroders Group. Our combined heritage, created by bringing together Schroders and Cazenove Capital, is unique in the investment world.

City Asset Management (CAM)

City Asset Management specialise in ‘real return investing’. Our portfolios are all managed on an Inflation plus approach - for example Real 4 targets returns of CPI + 4% per annum and aims to...

EBI Portfolios Ltd

EBI specialises in offering evidence based, passively managed, and low-cost investment solutions to financial advisors throughout the UK. 

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...

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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...

IBOSS

IBOSS is a boutique asset management company, providing cost-effective, innovative and adaptive investment solutions exclusively to the financial adviser marketplace. We only deal with professional financial advisers and planners, as we firmly believe clients benefit from financial advice when making long term investment decisions, and therefore we don’t deal directly with retail investors. The company was established in 2008, the founders of IBOSS all previously held senior positions within...

King & Shaxson Ethical Investing

At King & Shaxson we understand the interaction between investment objectives and ethics, and we have designed five ethical model portfolios to cater for a range of risk and income requirements. The...

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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 portfolios for our own clients and clients of selected IFA partners.

Luna Investment Management (an appointed representative of Thornbridge Investment Management)

Luna is an appointed representative of Thornbridge Investment Management, and it is Thornbridge which appears on the platform as the discretionary manager.

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...

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...

Octopus Portfolio Manager

Octopus Investments manages over £6 billion on behalf of more than 50,000 investors. We have market leading positions in tax-efficient investments, such as Venture Capital Trusts and Inheritance...

P1 Ethical, Hybrid and Passive Model Portfolio Service

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...

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...

Psigma Investment Management

Psigma Investment Management provide tailored inflation-plus investment solutions to private clients, pension schemes, trusts and charities and manage over £2.84bn in assets (as at 31/12/18). Our...

Q - U

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...

Smith and Williamson Investment Management LLP

Our Managed Portfolio Service (MPS) is designed to address these issues and provides high-quality investment management for your clients’ portfolios. Investors are given a choice of five Distribution...

Tatton Investment Management Limited

Tatton Investment Management is an investment manager principally recognised for its benchmark-setting Platform-based Managed Portfolio Service (MPS). Launched in 2013, we are a specialist...

TCF Investment (MAPS Portfolios)

Our low cost, Multi-Asset Portfolio Solutions are an efficiently managed set of models designed to fit with adviser planning processes. We offer two investment styles...

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...

Tideway Investment Partners LLP

Established in 2009, Tideway Investment Partners LLP is an independently owned firm of asset managers and financial advisers focused on the at retirement market. Tideway Asset Management...

Tilney for Professionals

Tilney for Professionals is an award winning investment manager, trusted to manage over £24 billion of assets globally. Built on a heritage of more than 180 years, our focus is to preserve and grow the real...

V - Z

Verbatim Asset Management

Since our launch in 2010, Verbatim has had one simple investment philosophy: to provide investment solutions that consistently meet both your and your clients’ expectations. All of the Verbatim investment...

Vintage Asset Management

Vintage Asset Management is an independent and boutique discretionary fund management company which offers a range of six model portfolios through a suite of risk-rated strategies. The ethos of our...

Walker Crips

Alpha: r² by Walker Crips is a whole of market Managed Portfolio Service (MPS) which is available only via intermediaries. Each portfolio is designed to provide high quality relative outperformance, for a...

Waverton Investment Management

Waverton is an independent investment management house dedicated to providing high quality investment outcomes through bespoke discretionary portfolios and a platform based portfolio service...

Wellian Investment Solutions

Wellian Investment Solutions is an award winning multi-manager investment management business. As a multi-manager business it specialises in identifying the very finest investment talent from around...

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...