A wide range of Discretionary Investment Managers (DIMs) offer their services to advisers to help them manage client portfolios with Transact.

Transact is not affiliated with the DIMs and other third parties listed below. The investment services and contact details were provided by the DIMs at the date shown and Transact does not take responsibility for the accuracy of any information supplied by a DIM. These details are provided for information purposes only and are not intended to be a recommendation for any third party service. Any links to websites (other than those owned by Transact) are provided for information purposes only. No responsibility is accepted for their content or their availability.

To search, sort and filter DIMs easily, download the table below in Excel spreadsheet format: Download table

DIMActivePassiveActive/Passive BlendBespoke (per adviser firm)Bespoke (per client)AIM IHTChargeDate ProvidedContact Information
7IM 0.30% for Active
0.25% for Passive
55 Bishopsgate, London, EC2N 3AS
8AM Global
The Thatched Office, Kimpton, Andover, SP11 8PG
Albert E Sharp 0.50%*22/03/
Alpha Portfolio Management Varies*22/03/
1 The Square, Temple Quay, Bristol, Avon, BS1 6DG
Amati Global Investors
Apollo Multi Asset Management 0.00%22/03/
25 Church Farm Business Park, Corston, Bath, BA2 9AP
0207 965 0600
Aubrey Capital Management 0.30%23/11/
10 Coates Crescent, Edinburgh, EH3 7AL
Barmac Asset Management Not provided22/04/
27a Lidget Hill, Pudsey, Leeds, West Yorkshire, LS28 7LG
Beaufort Investment Management Limited 0.20% - 0.50%*22/03/
Operations Team – 0195 956 7000
Falcon House, Black Eagle Close, Westerham, Kent, TN16 1SE
Bordier & Cie (UK)
23 King Street, St James’s, London, SW1Y 6QY
Brewin Dolphin 0.30% for Active
0.20% for Passive
12 Smithfield Street, London, EC1A 9LA
Blackfinch Investments Limited 1.50% for Active and Passive26/11/
Support Team – 0168 457 1255
1350-1360 Montpelier Court, Gloucester, GL3 4AH
BRI Wealth Management Not provided22/04/
BRI House, Elm Court, Meriden Business Park, Meriden, CV5 9RL
Brooks Macdonald Asset Management 0.30%08/06/
Brown Shipley 0.30% for Active
0.25% for Passive
Brunswick Investment Management Ltd Not provided22/03/
Cambridge Investments Ltd1.20%*22/03/
Threadneedle House, 19-21 George IV Street, Cambridge, Cambridgeshire, CB2 1HH
Canaccord Genuity Wealth Management 0.30%27/11/
41 Lothbury, London, EC2R 7AE
Cantab Asset Management 0.30% for Managed
0.75% for Bespoke
35 Hills Road, Cambridge CB2 1NT
Cardale Asset Management
0142 353 4100
Cave & Sons
01604 621 421
Charles Stanley & Co. Limited 0.30%* for Active
0.21%* for Passive
020 7739 8200
55 Bishopsgate, London, EC2N 3AS
Charteris Treasury Portfolio Managers

1.00% for Direct Equities Model
0.20% for Funds Model
8/9 Lovat Lane, London, EC3 8DW
City Asset Management 0.25%*05/06/
City of London Markets 0.40%31/08/
The Royal Exchange, London, EC3V 3DG
Clear Capital Management LLP Not provided06/02/
35 New Bridge Street, London, EC4V 6BW
Close Asset Management
0800 588 4064
EBI Portfolios Ltd 0.12%23/11/
Suite 7, Beecham House, Beecham Business Park, Northgate, Aldridge, WS9 8TZ
EFG Haris
0121 233 1222
EQ Investors0.35%05/02/
Contennium House
100 Lower Thames Street
London, EC3R 6DL
FE Investments0.27%*03/04/
30 Great Pulteney Street, London, W1F 9NN
Fieldings Investment Management-------23/11/
Salisbury House, London Wall, London, EC2M 5QS
Lansdowne House, 57 Berkeley Square, London, W1J 6ER
Fundamental Asset Management Limited 1.00%*22/03/
Langwood House, 63-81 High Street, Rickmansworth, WD3 1EQ
Fundhouse Bespoke
7 Chapter House, 33 London Road, Reigate, RH2 9HZ
Gallium Fund Solutions
GDIM 0.15%27/11/
Crystal House, Anderson Road, Swavesey Cambs, CB24 4UL
GHC Capital Market
22-30 Horsefair Street, Leicester LE1 5BD
Hanson Asset
Harbour Capital Management 0.40%31/08/
The Royal Exchange, London, EC3V 3DG
Hawksmoor Investment Management Limited 0.25%*22/04/
Helm Godfrey Partners Ltd 0.45%23/11/
Marlow House, Lloyds Avenue, London, EC3N 3AL
Hilbert Investment
St Clements House, 27-28 Clements Lane, EC4N 7AE
iFunds Asset Management 0.40%*22/03/
The Technocentre, Puma Way, Coventry, CV1 2TT
Independent Portfolio Managers
020 7060 6500
Ingenious Asset Management
IPS Capital LLP Not provided22/04/
IronMarket 0.80%23/11/
Lotus House, 31 Marsh Parade, Newcastle Stafforshire, ST5 1BT
JM Finn & Co 0.35%*24/03/
14 St Andrews Cresent, Cardiff, CF10 3DD
King & Shaxson Capital Limited 0.50% (excludes VAT)22/04/
SG Kleinwort Hambros Bank Limited Not provided22/04/
14 St. George Street, London, W1S 1FE
LGT Vestra 0.25%*05/10/
0203 207 8000
14 Cornhill, London, EC3V 3NR
London and Capital Asset
0207 396 3200
Longley Asset Management 0.75%*22/03/
44 Clarendon Drive, London, SW15 1AE
MAIA Asset Management 0.50%25/09/
April Barns, Redditch Road, Ullenhall, Warwickshire, B96 5NY
Margetts Fund Management
1 Sovereign Court, Gresham Street, Birmingham
MitonOptimal UK Limited 0.25%12/09/
Mole Valley Asset
St Martin’s House, St Martin’s Walk, Dorking, Surrey RG4 1UW
Momentum Global Investment Management 0.25%05/12/
The Rex Building, 62 Queen Street, London, ED4R1EB
Monogram Capital
Morningstar 0.30%* for Active, Income and Real Return
0.20%* for Passive
Managed Portfolios – 0203 107 2930
Moyes Investments 0.25%28/01/
Suite 3, Newmarket Business Centre
341 Exning Road, Newmark, Suffolk, CB8 0AT
Netwealth 0.20%28/01/
60 Charlotte Street, London, W1T 2NU
Newscape Capital Group
OCM Wealth Management 0.35%26/11/
3 Bouverie Court, The Lakes, Northampton, NN4 7YD
Octopus Investments
P1 Investment Management Ltd 0.25% up to £1 million
0.10% thereafter for hybrid
Dean Clarke House, Southernhay East, Exeter, EX1 1AP
Peregrine & Black Investment Management 0.30%02/01/
65 Curzon Street, London, W1J 8PE
Pilling & Co Stockbrokers 1.00%23/11/
Henry Pilling House, Booth Street, Manchester, M2 4AF
PortfolioMetrix 0.35%*22/03/
66 Buckingham Gate, London, SW1E 6AU
Psigma Investment Management 0.35%*04/04/
11 Strand, London, WC2N 5HR
Puma Investments 1.25%*11/08/
Bond St House, 14 Clifford St, London, W1S 4JU
Quartet Investment Managers 0.60%23/11/
16 Water Lane, Richmond, Surrey, TW9 1TJ
Quilter Cheviot
One Kingsway, London, WC2B 6AN
RAB Capital
Ivybridge House, 1 Adam Street, London, WC2N 6LE
Rivers Capital Management 0.25% Plus VAT11/05/
27 Gloucester Place, London, W1U 8HU
Rowan Dartington 0.35%05/12/
Colson Towers, Colston Street, Bristol, BS1 4RD
RSMR Portfolio Services 0.15%*07/06/
20 Ryefield Business Park, Belton Road, Silsden, West Yorkshire, BD20 0EE
Saltus Partners
Sanlam0.30%* for Active
0.25%* for Passive
0.30%* for SRI
Monument Place, 24 Monument Street, London, EC3R 8AJ
Sarasin & Partners 0.25%27/11/
General Sales Enquiry- 0207 038 7037
SCM Direct 0.40%*22/03/
Smith & Williamson Investment Management 0.30%*23/03/
25 Moorgate, London, EC2R 6AY
Sorbus Partners 0.50% - 1.00%*22/03/
2 The Malthouse, Water Street, Stafford, ST16 2AG
Standard Life Wealth 0.30%23/03/
1 George Street, Edinburgh, EH2 2LL
Stellar Asset Management 0.75%*25/07/
Kendall House, 1 Conduit Street, London, W1S 2XA
Tacit Investment
Investment Services Team – 0203 051 6450
31 Southampton Row, London, WC1B 5HJ
TAM Asset
City Tower, 40 Basinghall Street, London, EC2V 5DE
Tatton Investment Management Not provided22/04/
Tavistock Wealth
1 Bracknell Beaches, Old Bracknell Lane, Berkshire, RG12 7BW
Thorntons Investments 1.00%* for AIM IHT
0.30%* for risk targeted MPS
Whitehall House, 59 Chorley New Road, Bolton, BL1 4QP
Tier One Capital
Keel House, Garth Heads, Newcastle upon Tyne, NE1 2JE
TindleWealth Not provided20/02/
124 Goswell Road, London, EC1V 7DP
Thesis Asset Management Limited 0.30%*22/03/
84 North Street, Guildford, Surrey, GU1 4AU
Tribe Impact Capital Not provided23/11/
14 Cornhill, London, EC3 3NR
Trust DFM (WTDFM Ltd)
Twenty20 Investments LLP Not provided22/04/
Tyndall Investment Management 0.40%23/11/
5-8 The Sanctuary, London, SW1P 3JS
Unbiased Financial Group LLP Not provided23/11/
37 Dorset Road, Merton Park, London, SW19 3EZ
Vertem Asset
Vestra Wealth
14 Cornhill, London, EC3V 3NR
Walker Crips 0.30%*22/03/
103-105 Bunhill Row, London, EC1Y 8LZ
Waverton Investment Management 0.00%22/03/
16 Babmaes Street, London, SW1Y 6AH
Wellian Investment Solutions Not provided22/04/
Sales – 0189 255 0600
Whitechurch Securities
Discretionary Liaison Team – 0117 916 6175
WM Capital Management Ltd 1.50%*23/03/
80 Coleman Street, London, EC2R 5BJ

* Excludes VAT, which should be applied to the charge.