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
A - F
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.
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...
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...
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.
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)
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...
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...
G - K
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 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 Vestra
Founded in 2008, LGT Vestra 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 (an appointed representative of Thornbridge Investment Management)
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...
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 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.
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...