Discretionary Fund Managers
Strategic partnerships with Discretionary Fund Managers (DFMs) allow Pacific IFA to offer our clients a greater choice of tailored financial solutions.
These highly specialised organisations offer investments supported by large research departments, constant portfolio reviews and consistent investment processes.
Clients’ portfolios stay closely aligned to the desired risk profile and they give access to funds and assets not normally available to retail investors.
Brewin Dolphin is one of the UK's largest independently-owned private client investment managers. They have over 30 offices throughout the United Kingdom and Channel Islands offering a wide range of financial services, and over £28 billion under management. Their success is founded on a long history of helping private clients, trusts, charities and pension funds to create and preserve wealth.
With the origins of the firm going back two and a half centuries, Brewin Dolphin has a rich heritage. They can trace their beginnings back to the mid 18th Century and were one of the founding firms of the London Stock Exchange. Brewin Dolphin is authorised and regulated by the Financial Conduct Authority (FCA) and has a Premium Listing on the London Stock Exchange.
So what type of service do they provide?
There are four fundamental themes that combine to create Brewin Dolphin’s proposition for clients:
1. Personal Relationships
Clients have unlimited access to a dedicated Investment Manager who will work alongside a client’s principal point of contact with a chosen IFA (i.e Pacific IFA). This is particularly relevant given the volatility we have seen in the markets in recent months.
2. Customised Service
Brewin Dolphin will provide a personalised approach to managing portfolios so to create tailored investment solutions for each individual client.
3. Integrated Approach
Combining both Investment Management expertise with Independent Financial Planning advice means clients benefit from a deeper and more holistic view of their overall finances.
4. Investment Process
Brewin Dolphin utilises award-winning Research and Asset Allocation Strategies that informs and underpins the investment decisions made for all of their clients.
Many DFM providers (but not all), will have no ties to any fund managers, banks or financial institutions and are free to find the combination of asset classes and investment vehicles that is suitable to their clients.
For further information on Brewin Dolphin’s services please contact your Pacific IFA Wealth manager who will organise a meeting for you. You can download more information relating to Brewin Dolphin on the links below:
Brewin Dolphin Corporate Brochure