Investing

DISCRETIONARY INVESTMENT MANAGERS

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

There is a lots of information available to help all parties get the most out of Transact Online. Simply log in and go to Information > User Guides to access:

  • Third Parties on Transact – A guide for DIMs, advisers using DIMs, choosing a DIM for clients, gaining access to a DIMs’ Templates (Models)
  • Template (Models) Portfolio videos
  • DIM 10% Reporting
  • Transaction Reporting DIM Guide.

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 0.25% for Active and Blended*
0.15% for Passive*
0.30% for Responsible Choice*
03/10/2023www.7im.co.uk
1 Angel Ct, 4th Floor, London, EC2R 7HJ
8AM Global LLP---0.15% for 8AM AQ MPS

0.15% for 8AM AQ Sustainable MPS

For ‘Bespoke’ please contact us to discuss requirements
16/02/2024www.8amglobal.com
The Thatched Office, Kimpton, Andover, SP11 8PG
Abrdn 0.30%27/09/2021www.abrdn.com/discretionary/uk/adviser/investment-approach/managed-portfolio-service
1 George Street, Edinburgh, EH2 2LL
AJ Bell0.15%13/03/2023www.investcentre.co.uk/contact-us
4 Exchange Quay, Salford Quays, Manchester, M5 3EE
Albemarle Street Partners 0.25%23/08/2022www.aspim.co.uk
135 Bishopsgate, 8th Floor, London, EC2M 3TP


Albert E Sharp 0.50%*22/03/2017www.albertesharp.com
Alpha Beta Partners 0.20% Passive; 0.25% Active & SRI05/10/2022www.alphabetapartners.co.uk
Northgate House Upper Borough Walls, Bath, BA1 1RG
Alpha Portfolio Management Varies*22/03/2017www.alpha-pm.co.uk
1 The Square, Temple Quay, Bristol, Avon, BS1 6DG
Amati Global Investors Ltd--------www.amatiglobal.com
info@amatiglobal.com
Apollo Multi Asset Management 0.00%22/03/2017www.apollomultiasset.com
25 Church Farm Business Park, Corston, Bath, BA2 9AP
Aspen AdvisersBetween 0.2% and 0.3%23/03/2024aspenadvisers.com/
4 Albyn Place, Edinburgh, EH2 4NG
Asset Intelligence Portfolio Management 0.30%*19/11/2021www.asset-intelligence.com
340 Melton Road, Leicester, LE4 7SL
Aubrey Capital Management 0.30%23/11/2018www.aubreycm.co.uk
10 Coates Crescent, Edinburgh, EH3 7AL
Barmac Asset Management Not provided22/04/2016enquiries@barmacuk.com
27a Lidget Hill, Pudsey, Leeds, West Yorkshire, LS28 7LG
Beaufort Investment Management Limited 0.20% - 0.50%*22/03/2017www.beaufortinvestment.co.uk
Operations Team – 0195 956 7000
enquiries@beaufortinvestment.co.uk
Falcon House, Black Eagle Close, Westerham, Kent, TN16 1SE
Binary Capital 0.75% Active/Ethical 0.25% Passive14/01/2021binarycapital.co.uk
Binary Capital, 25 Green Street, Mayfair, London, W1K 7AX
Bordier UK
0.30%
26/11/2022www.bordieruk.com
clientservices@bordieruk.com
23 King Street, St James’s, London, SW1Y 6QY
Blackfinch Investments Limited 0.35% - 1.50%23/03/2021blackfinch.com
Support Team – 0168 457 1255
supportteam@blackfinch.com
1350-1360 Montpelier Court, Gloucester, GL3 4AH
BRI Wealth Management Not provided22/04/2016www.brigroup.co.uk
BRI House, Elm Court, Meriden Business Park, Meriden, CV5 9RL
Brooks Macdonald Asset Management 0.25% for Active*
0.20% for Passive*
17/12/2020www.brooksmacdonald.com
21 Lombard Street, London, EC3V 9AH
Brunswick Investment Management Ltd Not provided22/03/2016www.brunswickim.com
Cambridge Investments Ltd1.20%*22/03/2017www.cambridgeinvestments.co.uk
Threadneedle House, 19-21 George IV Street, Cambridge, Cambridgeshire, CB2 1HH
Canaccord Genuity Wealth Management MPS 0.3%
Passive 0.25%
AIM 0.75% plus VAT
03/03/2023
www.canaccordgenuity.com

88 Wood Street, London, WC2N 5HR
Cantab Asset Management 0.36%16/06/2021www.cantabam.com/advisers
ifa@cantabam.com
50-60 Station Road, Cambridge, CB1 2JH
Cardale Asset Management Ltd--------www.cardale-asset.co.uk
info@cardale-am.co.uk
0142 353 4100
Castlefield Investment Partners LLP
0.1%29/12/2022www.castlefield.com
Rodwell Tower, 8th Floor, 111 Piccadilly, Manchester, M1 2HY
Cave & Sons Ltd--------www.caves.co.uk
01604 621 421
Charles Stanley & Co. Limited 0.30% for Active
0.21% for Passive
0.25 for Blended (Active/Passive)
14/05/2021www.charles-stanley.co.uk
asset.management@charles-stanley.co.uk
020 7739 8200
55 Bishopsgate, London, EC2N 3AS
Charteris Treasury Portfolio Managers

1.00% for Direct Equities Model
0.20% for Funds Model
19/07/2019
www.charteris.co.uk
8/9 Lovat Lane, London, EC3 8DW
City Asset Management 0.25% (VAT removed from the City Asset Management MPS on 01/05/2021)29/09/2021www.city-asset.co.uk
Close Asset Management Limited--------www.closebrothersam.com
0800 588 4064
Crossing Point Investment Management Limited0.25%*02/06/2020www.crossingpoint.co.uk
7 Uplands Crescent, Uplands, Swansea, SA2 0PA
Dowgate Wealth 1.25%26/11/2021dowgatewealth.co.uk
15 Fetter Lane, London, EC4A 1BW
EBI Portfolios Ltd 0.12%14/06/2023www.ebi.co.uk
Suite 7, Beecham House, Beecham Business Park, Northgate, Aldridge, WS9 8TZ
01922 472226
EFG Haris Allday--------www.efgha.com
birminghamw@efgha.com
0121 233 1222
Epworth0.75%*13/02/2023www.epworthinvestment.co.uk
9 Bonhill Street, London, EC2A 4PE
EQ Investors Ltd0.32% - EQ Positive Impact Portfolios & EQ Climate Action

0.20% - EQ Future Leaders Portfolios*

We operate a tiered charging structure based on AUM (£) managed by EQ Investors
18/03/2024 www.eqinvestors.co.uk/advisers/
Centennium House
100 Lower Thames Street
London, EC3R 6DL
Evelyn Partners Investment Management Services LimitedCore and Sustainable MPS = 0.20%
Active MPS = 0.25%
15/09/2023www.evelyn.com/services/investment-management
FACET Investment Management0.40%*12/05/2020www.facet-im.co.uk
2 Charlwood Court, Merline Centre, Crawley, West Sussex, RH11 7XA
FE Investments Ltd0.27%14/07/2021www.https://www.fefundinfo.com/
enquiries@fefundinfo.com
3rd Floor Hollywood House, Church Street, Woking, Surrey, GU21 6HJ
Frank Investments--------www.frankinvestments.co.uk
Lansdowne House, 57 Berkeley Square, London, W1J 6ER
Fundamental Asset Management Limited 1.00%*22/03/2017www.fundamentalasset.com
enquiries@fundamentalasset.com
Langwood House, 63-81 High Street, Rickmansworth, WD3 1EQ
Fundhouse Bespoke Limited0.15% for Active and SRI

0.09% for Passive
15/03/2024www.fundhouse.co.uk
mps@fundhouse.co.uk
3rd Floor Vivo, 30 Stamford Street, London, SE1 9LQ
Gallium Fund Solutions Limited--------www.gallium.co.uk
vega.support@gallium.co.uk
GDIM 0.15%27/11/2018www.gdim.co.uk
Crystal House, Anderson Road, Swavesey Cambs, CB24 4UL
GHC Capital Market Limited--------www.ghcl.co.uk
customerservice@ghcl.co.uk
22-30 Horsefair Street, Leicester LE1 5BD
Hanson Asset Management--------www.hansonam.com
info@hansonam.com
Hawksmoor Investment Management Limited Hawksmoor Model Portfolios 0.25%
Wellian (HIS) Model Portoflio Range
Active 0.35% and Passive 0.25%
18/08/2022www.hawksmoorim.co.uk
17 Dix`s Field, Exeter, Devon, EX1 1QA




Helm Godfrey Partners Ltd Helm Godfrey DIM Portfolios - 0.45% / Wellth Portfolios - 0.25%08/09/2022www.helmgodfrey.com
Marlow House, Lloyds Avenue, London, EC3N 3AA
Hilbert Investment Solutions--------www.hilbert-is.com
St Clements House, 27-28 Clements Lane, EC4N 7AE
HSBC Global Asset Management 0.15%*
02/11/2022www.assetmanagement.hsbc.co.uk
8 Canada Square, Canary Wharf, London, E14 5HQ
IBOSS Asset Management 0.20% Blend
0.15% Passive
0.20% Decumulation
0.25% Sustainable
08/11/2023www.ibossam.com
2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB
Investec Wealth & Investment Ltd0.20%31/03/2022www.investec.com/en_gb/advisers/products-and-services/mps-on-platforms.html
30 Gresham Street, London, EC2V 7QN
IPS Capital LLP Not provided22/04/2016www.ipscap.com
IronMarket 0.80%23/11/2018www.net-worthntwrk.com/
JM Finn & Co 0.35%*24/03/2017www.jmfinn.com
14 St Andrews Cresent, Cardiff, CF10 3DD
King & Shaxson Capital Limited 0.50% (excludes VAT)22/04/2016www.kingandshaxsonethical.co.uk
default.aspxethical@kasl.co.uk
SG Kleinwort Hambros Bank Limited 0.35%*24/09/2020www.kleinworthambros.com/en/
8 St James’s Square, London, SW1Y 4JU
LGT Wealth Management 0.25%*03/10/2022www.lgtwm.com/en
0203 207 8000
info@lgt.com advisersolutions@lgt.com
14 Cornhill, London, EC3V 3NR
Liontrust Investment Partners LLP MPS Growth - 0.25%; MPS Income - 0.25%; MPS Dynamic Beta - 0.20%14/02/2023www.liontrust.co.uk/what-we-offer/multi-asset
2 Savoy Court, London, WC2R 0EZ
London and Capital Asset Management--------www.londonandcapital.com
0207 396 3200
invest@londonandcapital.com
Longley Asset Management 0.75%*24/03/2022www.lamasset.com
44 Clarendon Drive, London, SW15 1AE
MAIA Asset Management 0.50%25/09/2018www.maia-am.co.uk
April Barns, Redditch Road, Ullenhall, Warwickshire, B96 5NY
Margetts Fund Management Ltd--------www.margetts.com
1 Sovereign Court, Gresham Street, Birmingham
MitonOptimal UK Limited 0.25%12/09/2018www.mitonoptimal.com
support@mitonoptimal.co.uk
Mole Valley Asset Management--------www.mvam.com
enquiries@mvam.com
St Martin’s House, St Martin’s Walk, Dorking, Surrey RG4 1UW
Momentum Global Investment Management 0.25%05/12/2018www.momentum.co.uk
The Rex Building, 62 Queen Street, London, ED4R1EB
Monogram Capital LLP--------monograminvest.com
info@monograminvest.com
Morningstar 0.30% for Active, Income and Real Return
0.20% for Passive
01/04/2021www.morningstar.com/en-uk/products/morningstar-managed-portfolios
Managed Portfolios – 0203 107 2930
UKManagedPortfolios@Morningstar.com
Moyes Investments 0.25%16/01/2024moyes.investments
The Colchester Centre
Hawkins Road
Colchester
CO2 8JX
Netwealth 0.20%28/01/2019www.netwealth.com/intermediaries
60 Charlotte Street, London, W1T 2NU
Newscape Capital Group Ltd--------www.newscapegroup.com
Oberon Investment Limited 0.25% for Active/Passive Blend*19/04/2022oberoninvestments.com
OCM Wealth Management 0.35%26/11/2018www.ocmwealthmanagement.co.uk
3 Bouverie Court, The Lakes, Northampton, NN4 7YD
Omba Advisory & Investments Ltd0.10%22/02/2024www.ombainvestments.com
The Light Bulb (U3.10), 1 Filament Walk, Wandsworth, London, SW18 4GQ
O-IM (Opulence Investment Management Limited)0.45% - 0.65% MPS
0.45% - 0.85% SRI
0.95% AIM
29/11/2021www.o-im.co.uk/
Kemp House, 160 City Road, London, EC1V 2NX
P1 Investment Management Ltd 0.25% up to £1 million and 0.10% thereafter for hybrid
0.20% for up to £1 million and 0.10% thereafter for Ethical
0.10% for Passive
0.10% for Passive Responsbile
1.0% (1.0% initial) for AIM IHT
23/10/2023p1-im.co.uk
p1-im.co.uk/contact
Senate Court, Southernhay Gardens, Exeter, EX1 1NT
Pacific Asset Management0% (Growth portfolios) or 0.36% (Sustainable, Income, Passive)
17/02/2023www.pacificam.co.uk
1 Portland Place, London, W1B 1PN
Peregrine & Black Investment Management 0.30%02/01/2019www.peregrineblack.com
65 Curzon Street, London, W1J 8PE
Pilling & Co Stockbrokers 1.00%23/11/2018www.pilling.co.uk
Henry Pilling House, Booth Street, Manchester, M2 4AF
PortfolioMetrix 0.35%*16/06/2020www.portfoliometrix.com
info@portfoliometrix.co.uk
66 Buckingham Gate, London, SW1E 6AU
Psigma Investment Management 0.35%*04/04/2017www.canaccordgenuity.com/wealth-management-uk/professionals/investment-solutions/
Puma Investments 1.25%*11/08/2017www.pumainvestments.co.uk
Bond St House, 14 Clifford St, London, W1S 4JU
Quartet Investment Managers 0.60%23/11/2018www.quartet-im.com
16 Water Lane, Richmond, Surrey, TW9 1TJ
Quilter Cheviot -18/11/2021www.quiltercheviot.com
Senator House, 85 Queen Victoria Street, London, EC4V 4AB
Ravenscroft0.30%*13/10/2020www.ravenscroftgroup.com
The Singing Men's Chambers, 19 Minster Precincts, Cambs, PE1 1XX
RBC Brewin Dolphin Limited0.30% for Active and Sustainable MPS, 0.20% for Passive Plus MPS
03/02/2023www.brewin.co.uk
12 Smithfield Street, London, EC1A 9BD
Rivers Capital Management 0.25% Plus VAT11/05/2018www.riverscm.com
27 Gloucester Place, London, W1U 8HU
Rockhold0.40%*22/03/2017www.rockholdam.co.uk
Rowan Dartington 0.35%05/12/2018www.rowan-dartington.co.uk
Colson Towers, Colston Street, Bristol, BS1 4RD
RSMR Portfolio Services 0.15%*07/06/2019www.rsmr.co.uk
20 Ryefield Business Park, Belton Road, Silsden, West Yorkshire, BD20 0EE
Saltus Partners LLP--------www.saltus.co.uk
info@saltus.co.uk
Sanlam0.30%* for Active
0.25%* for Passive
0.30%* for SRI
24/07/2019www.sanlam.co.uk/financial-advisers/products/model-portfolios
SalesSupport@sanlam.co.uk
Monument Place, 24 Monument Street, London, EC3R 8AJ
Sarasin & Partners 0.25% for core*
0.10% for responsible*
16/07/2020www.sarasinandpartners.com
General Sales Enquiry- 0207 038 7037
sales@sarasin.co.uk
Juxon House, 100 St Paul's Churchyard, London, EC4M 8BU
Schroder Investment Solutions 0.15%13/07/2021www.schroders.com/en-gb/uk/intermediary/investment-solutions/
1 London Wall Place, London, EC2Y 5AU
SCM Direct 0.40%*22/03/2017scmdirect.com
enquiries@scmdirect.com
Sorbus Partners 0.50% - 1.00%*22/03/2017www.sorbus.com
2 The Malthouse, Water Street, Stafford, ST16 2AG
Sparrows Capital £20 per month per client flat fee20/01/2020www.sparrowscapital.com/One Aldgate, London, EC3N 1RE
Stellar Asset Management 1.00%*12/02/2024www.stellar-am.com
Stellar Asset Management Limited, 20 Chapel Street, Liverpool, UK, L3 9AG
Tacit Investment Management--------www.tacitim.com
Investment Services Team – 0203 051 6450
info@tacitim.com
31 Southampton Row, London, WC1B 5HJ
TAM Asset Management--------www.tamassetmanagement.com
City Tower, 40 Basinghall Street, London, EC2V 5DE
Tatton Investment Management 0.15%19/06/2020www.tattoninvestments.com
enquiries@tattonim.com
17 Swithin's Lane, London, EC4N 8AL
T.Bailey Asset Management Not provided29/09/2020www.tbaileyam.co.uk
64-66 St James's Street
Nottingham
NG1 6FJ
TCF Fund Managers LLP 0.25% for Passive*
0.35% for Blended and Active*
19/06/2020www.tcfinvestment.com
david.norman@tcfinvestment.com
Mobile: 07789 396836
220 Pipers Business Centre, Tonbridge, TN9 1SP
Thornbridge Investment Management 0.25% (Active and ESG MPS)
0.20% (Passive MPS)
1.00% (AIM IHT)
30/09/2021www.thornbridge.com/
13 Austin Friars, London, EC2N 2HE
Thorntons Investments 0.20% for MPS
1.00% for AIM
02/08/2023www.thorntons-investments.co.uk
Whitehall House, 35 Yeaman Shore, Dundee, DD1 4BU
Tier One Capital Ltd--------www.tieronecapital.co.uk
info@tieronecapital.co.uk
Keel House, Garth Heads, Newcastle upon Tyne, NE1 2JE
TIME Investments
0.8%*20/10/2022www.time-investments.com
338 Euston Road, London, NW1 3BG
Timeline 0.09% per annum
Minimum requirements apply
23/11/2022www.timeline.co
Phoenix House, Christopher Martin Road, Essex, SS14 3EZ
TindleWealth Flat fee charged on a firm-wide basis*20/05/2020www.tindlewealth.com
124 Goswell Road, London, EC1V 7DP
Titan Asset Management--------titanam.co.uk/
Tribe Impact Capital 0.25%*12/05/2021www.tribeimpactcapital.com
73 Cornhill Street, London, EC3V 3QQ
Trust DFM
0.20%07/01/2019trustdfm.com
Twenty20 Capital LLP Not provided07/05/2024twenty20capital.com
info@t20capital.com
Tyndall Investment Management 0.40%23/11/2018www.tyndallim.co.uk
5-8 The Sanctuary, London, SW1P 3JS
Unbiased Financial Group LLP Not provided23/11/2018www.unbiasedfinancialgroup.co.uk
37 Dorset Road, Merton Park, London, SW19 3EZ
Vanguard0.10% - LifeStrategy MPS 04/06/2024www.vanguard.co.uk/professional
25 Walbrook, London, EC4N 8AF
Voyager Asset Management0.6%*02/02/2023voyageram.co.uk
Walker Crips 0.30%*22/03/2017www.wcgplc.co.uk
client.services@wcgplc.co.uk
103-105 Bunhill Row, London, EC1Y 8LZ
Waverton Investment Management 0.00%22/03/2017www.waverton.co.uk
16 Babmaes Street, London, SW1Y 6AH
Whitechurch Securities0.20 % Dynamic*
0.40% Ethical*
22/04/2020www.whitechurch.co.uk
Dan Gregory – 0117 452 1206
dan.gregory@whitechurch.co.uk
Whitechurch Securities Limited, The Old Chapel, 14 Fairview Drive, Redland, Bristol, BS6 6PH
Whitman Asset Management-23/06/2022www.whitman.co.uk
1 Manchester Square, London, W1U 3AB

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