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
  – provides ethical portfolios.

DIMActivePassiveActive/Passive BlendBespoke (per adviser firm)Bespoke (per client)AIM IHTChargeDate ProvidedContact Information
7IM 0.25% for Active and Passive*
0.10% for Pathway*
Level 3 Bishopsgate, London, EC2N 3AS
8AM Global
The Thatched Office, Kimpton, Andover, SP11 8PG
Abrdn 0.30%27/09/
1 George Street, Edinburgh, EH2 2LL
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
Asset Intelligence Portfolio Management 0.30%*19/11/
340 Melton Road, Leicester, LE4 7SL
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
Betafolio Professional: 0.09% Premium: 0.05% (£15,000 Firm Retainer)
Professional: £249 per client per year
Premium: £359 per client per year
Phoenix House, Christopher Martin Road, Essex, SS14 3EZ
Binary Capital 0.75% Active/Ethical 0.25% Passive14/01/
Binary Capital, 25 Green Street, Mayfair, London, W1K 7AX
Bordier & Cie (UK)
23 King Street, St James’s, London, SW1Y 6QY
Brewin Dolphin Limited 0.30% for Active and Sustainable MPS
0.20% for Passive MPS
12 Smithfield Street, London, EC1A 9BD
Blackfinch Investments Limited 0.35% - 1.50%23/03/
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 0.25% for Active*
0.20% for Passive*
21 Lombard Street, London, EC3V 9AH
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 0.36%16/06/
50-60 Station Road, Cambridge, CB1 2JH
Cardale Asset Management
0142 353 4100
Cave & Sons
01604 621 421
Charles Stanley & Co. Limited 0.30% for Active
0.21% for Passive
0.25 for Blended (Active/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% (VAT removed from the City Asset Management MPS on 01/05/2021)29/09/
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
Crossing Point Investment Management Limited 0.25%*02/06/
7 Uplands Crescent, Uplands, Swansea, SA2 0PA
Dowgate Wealth 1.25%26/11/
15 Fetter Lane, London, EC4A 1BW
EBI Portfolios Ltd 0.12%30/10/
Suite 7, Beecham House, Beecham Business Park, Northgate, Aldridge, WS9 8TZ
EFG Haris
0121 233 1222
EQ Investors Ltd 0.32% - EQ Positive Impact Portfolios & EQ Climate Action
0.24% - EQ Future Leaders Portfolios
We operate a tiered charging structure based on AUM (£) managed by EQ Investors

Centennium House
100 Lower Thames Street
London, EC3R 6DL
FACET Investment Management0.40%*12/05/
2 Charlwood Court, Merline Centre, Crawley, West Sussex, RH11 7XA
FE Investments Ltd 0.27%14/07/
3rd Floor Hollywood House, Church Street, Woking, Surrey, GU21 6HJ
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%09/02/
2nd Floor Stratus House, Emperor Way, Exeter Business Park, Exeter, EX1 3QS

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
IBOSS Asset Management 0.20% Blend
0.15% Passive
0.20% Income
0.25% Sustainable
2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB
iFunds Asset Management 0.40%*22/03/
The Technocentre, Puma Way, Coventry, CV1 2TT
Investec Wealth & Investment Ltd0.20%31/03/
30 Gresham Street, London, EC2V 7QN
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 0.35%*24/09/
8 St James’s Square, London, SW1Y 4JU
LGT Vestra 0.25%*05/10/
0203 207 8000
14 Cornhill, London, EC3V 3NR
Liontrust Investment Partners LLP 0.30%10/03/
2 Savoy Court, London, WC2R 0EZ
London and Capital Asset
0207 396 3200
Longley Asset Management 0.75%*24/03/
44 Clarendon Drive, London, SW15 1AE
MAIA Asset Management 0.50%25/09/
April Barns, Redditch Road, Ullenhall, Warwickshire, B96 5NY
Malloch Melville 0.40%14/09/
5 Semple Street, Edinburgh, Scotland, EH3 8BL
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
Oberon Investment Limited 0.25% for Active/Passive Blend*19/04/
OCM Wealth Management 0.35%26/11/
3 Bouverie Court, The Lakes, Northampton, NN4 7YD
Octopus Investments
Omba Advisory & Investments Ltd 0.30%*18/08/
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
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
Senate Court, Southernhay Gardens, Exeter, EX1 1NT
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%*16/06/
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 -18/11/
Senator House, 85 Queen Victoria Street, London, EC4V 4AB
RAB Capital
Ivybridge House, 1 Adam Street, London, WC2N 6LE
The Singing Men's Chambers, 19 Minster Precincts, Cambs, PE1 1XX
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% for core*
0.10% for responsible*
General Sales Enquiry- 0207 038 7037
Juxon House, 100 St Paul's Churchyard, London, EC4M 8BU
Schroder Investment Solutions 0.15%13/07/
1 London Wall Place, London, EC2Y 5AU
SCM Direct 0.40%*22/03/
Sorbus Partners 0.50% - 1.00%*22/03/
2 The Malthouse, Water Street, Stafford, ST16 2AG
Sparrows Capital £20 per month per client flat fee20/01/ Aldgate, London, EC3N 1RE
Stellar Asset Management 0.75%*21/02/
Kendall House, 1 Conduit Street, London, W1S 2XA
Tacit Investment
Investment Services Team – 0203 051 6450
31 Southampton Row, London, WC1B 5HJ
TAM Asset Management
City Tower, 40 Basinghall Street, London, EC2V 5DE
Tatton Investment Management 0.15%19/06/
17 Swithin's Lane, London, EC4N 8AL
Tavistock Wealth
1 Bracknell Beaches, Old Bracknell Lane, Berkshire, RG12 7BW
T.Bailey Asset Management Not provided29/09/
64-66 St James's Street
TCF Fund Managers LLP 0.25% for Passive*
0.35% for Blended and Active*
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)
13 Austin Friars, London, EC2N 2HE
Thorntons Investments 0.30% for MPS
1.00% for AIM
Whitehall House, 35 Yeaman Shore, Dundee, DD1 4BU
Tier One Capital
Keel House, Garth Heads, Newcastle upon Tyne, NE1 2JE
Tilney 0.30%13/12/
17th Floor, 6 New Street Square, New Fetter Lane, London, EC4A 3BF
TindleWealth Flat fee charged on a firm-wide basis*20/05/
124 Goswell Road, London, EC1V 7DP
Tribe Impact Capital 0.25%*12/05/
73 Cornhill Street, London, EC3V 3QQ
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
25 Walbrook, London, EC4N 8AF
Verbatim Asset Management 0.25%*12/06/
The John Smith's Stadium, Stadium Way, Huddersfield, West Yorkshire, HD1 6PG
Vertem Asset
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 Ltd 0.20 % Dynamic*
0.40% Ethical*
Dan Gregory – 0117 452 1206
Whitechurch Securities Limited, The Old Chapel, 14 Fairview Drive, Redland, Bristol, BS6 6PH
Whitman Asset Management-23/06/
1 Manchester Square, London, W1U 3AB
WM Capital Management Ltd 1.50%*23/03/
80 Coleman Street, London, EC2R 5BJ

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