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.

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.

DIMActivePassiveActive/Passive BlendBespoke (per adviser firm)Bespoke (per client)AIM IHTChargeDate ProvidedContact Information
7IM 0.30% for Active
0.25% for Passive
26/11/2018www.7im.co.uk
55 Bishopsgate, London, EC2N 3AS
8AM Global LLP--------www.8amglobal.com
The Thatched Office, Kimpton, Andover, SP11 8PG
Albert E Sharp 0.50%*22/03/2017www.albertesharp.com
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
Arjent Limited--------www.arjent.co.uk
london@arjent.co.uk
0207 965 0600
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
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
Bordier & Cie (UK) PLC--------www.bordieruk.com
clientservices@bordieruk.com
23 King Street, St James’s, London, SW1Y 6QY
Brewin Dolphin 0.30% for Active
0.20% for Passive
06/06/2018www.brewin.co.uk
salessupport@brewin.co.uk
12 Smithfield Street, London, EC1A 9LA
Blackfinch Investments Limited 1.50%26/11/2018www.blackfinch.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 0.30%08/06/2017www.brooksmacdonald.com
Brown Shipley 0.30% for Active
0.25% for Passive
24/04/2016www.brownshipley.com
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 0.30%27/11/2018www.canaccordgenuity.com/wealth-management-uk
41 Lothbury, London, EC2R 7AE
Cantab Asset Management 0.30% for Managed
0.75% for Bespoke
16/06/2018www.cantabam.com
ifa@cantabam.com
35 Hills Road, Cambridge CB2 1NT
Cardale Asset Management Ltd--------www.cardale-asset.co.uk
info@cardale-am.co.uk
0142 353 4100
Cave & Sons Ltd--------www.caves.co.uk
01604 621 421
Charles Stanley & Co. Limited 0.30%* for Active
0.21%* for Passive
24/03/2018www.charles-stanley.co.uk
asset.management@charles-stanley.co.uk
020 7739 8200
55 Bishopsgate, London, EC2N 3AS
City Asset Management 0.25%*05/06/2018www.city-asset.co.uk
City of London Markets 0.40%31/08/2017www.cityoflondonmarkets.com
newaccounts@cityoflondonmarkets.com
The Royal Exchange, London, EC3V 3DG
Clear Capital Management LLP Not provided06/02/2017www.clearcm.co.uk
35 New Bridge Street, London, EC4V 6BW
Close Asset Management Limited--------www.closebrothersam.com
0800 588 4064
EBI Portfolios Ltd 0.10%23/11/2018www.ebi.co.uk
Suite 7, Beecham House, Beecham Business Park, Northgate, Aldridge, WS9 8TZ
EFG Haris Allday--------www.efgha.com
birminghamw@efgha.com
0121 233 1222
EQ Investors0.35%05/02/2019www.eqinvestors.co.uk/dfm/
positive@eqinvestors.co.uk
Contennium House
100 Lower Thames Street
London, EC3R 6DL
FE Investments0.27%*03/04/2019www.financialexpress.net/adviser/model-portfolios
FEInvest@financialexpress.net
30 Great Pulteney Street, London, W1F 9NN
Fieldings Investment Management-------23/11/2018www.fieldingsim.co.uk
Salisbury House, London Wall, London, EC2M 5QS
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 Limited--------www.fundhouse.co.uk
bespoke@fundhouse.co.uk
7 Chapter House, 33 London Road, Reigate, RH2 9HZ
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
Harbour Capital Management 0.40%31/08/2017www.cityoflondonmarkets.com
The Royal Exchange, London, EC3V 3DG
Hawksmoor Investment Management Limited 0.30%*22/04/2016www.hawksmoorim.co.uk
info@hawksmoorim.co.uk
Helm Godfrey Partners Ltd 0.45%23/11/2018www.helmgodfrey.com
Marlow House, Lloyds Avenue, London, EC3N 3AL
Hilbert Investment Solutions--------www.hilbert-is.com
St Clements House, 27-28 Clements Lane, EC4N 7AE
iFunds Asset Management 0.40%*22/03/2017www.ifunds.co.uk
info@ifunds.co.uk
The Technocentre, Puma Way, Coventry, CV1 2TT
Independent Portfolio Managers Ltd--------www.ipmfunds.com
020 7060 6500
info@independentportfoliomanagers.com
Ingenious Asset Management Limited--------www.ingeniousmedia.co.uk/asset-management
enquiries@ingeniousassetmanagement.co.uk
IPS Capital LLP Not provided22/04/2016www.ipscap.com
IronMarket 0.80%23/11/2018www.ironmarket.co.uk
Lotus House, 31 Marsh Parade, Newcastle Stafforshire, ST5 1BT
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.kingandshaxson.com/
default.aspxethical@kasl.co.uk
Kleinwort Benson Not provided22/04/2016www.kleinworthambros.com/en/tags/tag/kleinwort-benson/
14 St. George Street, London, W1S 1FE
LGT Vestra 0.25%*05/10/2017www.lgtvestra.com
0203 207 8000
info@lgtvestra.com
14 Cornhill, London, EC3V 3NR
London and Capital Asset Management--------www.londonandcapital.com
0207 396 3200
invest@londonandcapital.com
Longley Asset Management 0.75%*22/03/2017www.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
Merchant Securities Ltd--------www.merchantsecurities.co.uk
020 7628 2200
info@merchantsecurities.co.uk
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--------corporate.morningstar.com
Managed Portfolios – 0203 107 2930
UKManagedPortfolios@Morningstar.com
Moyes Investments 0.25%28/01/2019moyes.investments
Suite 3, Newmarket Business Centre
341 Exning Road, Newmark, Suffolk, CB8 0AT
Netwealth 0.20%28/01/2019www.netwealth.com/intermediaries
60 Charlotte Street, London, W1T 2NU
Newscape Capital Group Ltd--------www.newscapegroup.com
OCM Wealth Management 0.35%26/11/2018www.ocmwealthmanagement.co.uk
3 Bouverie Court, The Lakes, Northampton, NN4 7YD
Octopus Investments Limited--------www.octopusinvestments.com
info@octopusinvestments.com
Odd Asset Management--------www.ocmassetmanagement.co.uk
P1 Investment Management Ltd 0.25% up to £1 million
0.10% thereafter for hybrid
11/12/2017www.p1-im.co.uk
info@p1-im.co.uk
Dean Clarke House, Southernhay East, Exeter, EX1 1AP
Peregrine & Black Investment Management 0.30%02/01/2019www.peregrineblackim.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%*22/03/2017www.portfoliometrix.co.uk
info@portfoliometrix.co.uk
66 Buckingham Gate, London, SW1E 6AU
Psigma Investment Management 0.35%*04/04/2017www.psigma.com
businessdevelopment@psigma.com
11 Strand, London, WC2N 5HR
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 Limited--------www.quiltercheviot.com
platforms@quiltercheviot.com
One Kingsway, London, WC2B 6AN
RAB Capital Limited--------www.frontierim.com
info@frontierim.com
Ivybridge House, 1 Adam Street, London, WC2N 6LE
Rivers Capital Management 0.25% Plus VAT11/05/2018www.riverscm.com
27 Gloucester Place, London, W1U 8HU
Rowan Dartington 0.35%05/12/2018www.rowan-dartington.co.uk
Colson Towers, Colston Street, Bristol, BS1 4RD
RSMR Portfolio Services 0.25%*04/04/2019www.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
Sanlam Private Investments (UK) Ltd--------www.spi.sanlam.co.uk
0173 274 0700
enquiries@spi.sanlam.co.uk
Sarasin & Partners 0.25%27/11/2018www.sarasinandpartners.com
General Sales Enquiry- 0207 038 7037
sales@sarasin.co.uk
SCM Direct 0.40%*22/03/2017scmdirect.com
enquiries@scmdirect.com
Signature--------www.signature.co.uk
info@signature.co.uk
Smith & Williamson Investment Management 0.30%*23/03/2017www.smithandwilliamson.com
25 Moorgate, London, EC2R 6AY
Sorbus Partners 0.50% - 1.00%*22/03/2017www.sorbus.com
2 The Malthouse, Water Street, Stafford, ST16 2AG
Standard Life Wealth 0.30%23/03/2018www.standardlifewealth.com/mps
1 George Street, Edinburgh, EH2 2LL
Stellar Asset Management 0.75%*25/07/2017www.stellar-am.com
Kendall House, 1 Conduit Street, London, W1S 2XA
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 Not provided22/04/2016www.tattoninvestments.com
enquiries@tattonim.com
Tavistock Wealth Ltd--------tavistockwealth.com
1 Bracknell Beaches, Old Bracknell Lane, Berkshire, RG12 7BW
Tier One Capital Ltd--------www.tiercapital.co.uk
info@tieronecapital.co.uk
Keel House, Garth Heads, Newcastle upon Tyne, NE1 2JE
TindleWealth Not provided20/02/2019www.tindlewealth.com
124 Goswell Road, London, EC1V 7DP
Thesis Asset Management Limited 0.30%*22/03/2017www.thesisam.com
84 North Street, Guildford, Surrey, GU1 4AU
Tribe Impact Capital Not provided23/11/2018www.tribeimpactcapital.com
14 Cornhill, London, EC3 3NR
Trust DFM (WTDFM Ltd)
0.20%07/01/2019www.wtdfm.co.uk
Twenty20 Investments LLP Not provided22/04/2016www.twenty20investments.com
info@twenty20investments.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
Vertem Asset Management--------www.vertemassetmanagement.com
Vestra Wealth LLP--------www.vestrawealth.com
info@vestrawealth.com
14 Cornhill, London, EC3V 3NR
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
Wellian Investment Solutions Not provided22/04/2016www.wellian-is.com
Sales – 0189 255 0600
sales@wellian-is.com
Whitechurch Securities Ltd--------www.whitechurch.co.uk
Discretionary Liaison Team – 0117 916 6175
dfm@whitechurch.co.uk
WM Capital Management Ltd 1.50%*23/03/2018www.wmcapitalmanagement.com
80 Coleman Street, London, EC2R 5BJ

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