Discretionary Investment Managers

Discretionary Investment Managers

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 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.

Full list of DIM’s available on the Aviva Platform

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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...

8AM Global LLP

At the heart of our business is an experienced and successful investment team that manage a range of asset management solutions for the evolving needs of investors.


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.


Betafolio is the UK’s premier turnkey asset management provider (TAMP), offering: a flat-fee, low-cost, evidence-based, discretionary model portfolio service (MPS) exclusive to financial planning firms. 

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...

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...


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)

An award-winning managed portfolio service, covering a range of performance targets depending on your client’s goals.

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

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

EQ Investors

EQ is an award-winning discretionary fund manager focused on sustainable and impact investing with over 10 years’ experience in the field. We build partnerships with advisers in the UK and across the globe, offering active and passive sustainable investment solutions.

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 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 Ltd

At Investec we know that an Adviser’s client needs vary enormously. That’s why we have developed five different investment strategies, enabling Advisers to choose the one most appropriate for an individual client’s needs and attitude to risk.

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...

L - P

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 (Luna) /Thornbridge Investment management LLP (Thornbridge)

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...

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. 

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...

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...

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...

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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%.

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...


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.

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...

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 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...

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.

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 model portfolios through a suite of six risk-rated Active strategies, three risk-targeting...

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 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...