Advisers can use the services of DIMs registered with our platform. DIMs are able to build and maintain portfolios for advisers and their clients via the X-Hub facility.
The DIM can use the pre-defined portfolio functionality available on our platform when constructing model portfolios for the financial adviser and their clients.
The DIM can manage investments and switch the underlying funds within the model portfolios at their own discretion, subject to an investment agreement between the DIM and the client. DIM portfolio fees will be paid directly to the DIM. The fee amount and frequency will be set by the DIM, but must be discussed and approved with your client.
We offer a DIM service that meets specific criteria, to ensure the process is efficient and compliant. Quilter conducts its own due diligence assessment on the proposed DIM company to ensure we are comfortable that the firm is suitable. Quilter has relationships with a large number of DIM firms who offer a multitude of different strategies.
Over 140 DIMs are registered with our platform, and include:
|
8AM Global Ltd |
MAIA Asset Management Ltd |
| AB Investment Solutions Limited | Momentum Global Investment Management |
| Albert E Sharp LLP | Morningstar Investment Management |
| Asset Intelligence Portfolio Management | Europe Ltd |
| Atlantic House Investments Limited | One Four Nine PortfolioManagement |
| Betafolio Limited | P1 Investment Management Limited |
| Binary Capital Investment Management Ltd | Psigma Investment Management |
| Bordier & Cie (UK) PLC | Quartet Capital PartnersLLP |
| Brooks Macdonald Asset Management | Quilter Cheviot Limited |
| Casterbridge Wealth Ltd | RSMR Portfolio Services Limited |
| Collidr Asset Management | Sanlam Investments UK Ltd |
| Copia Capital Management | Sarasin & Partners LLP |
| Crossing Point Investment Management Ltd | Schroder Investment Solutions |
| EBI Portfolios Ltd | Seven Investment Management LLP |
| EQ Investors Ltd | Smith & Williamson Investment |
| Financial Express Investments Ltd | Management LLP |
| Hawksmoor Investment Management | Square Mile Investment Services |
| Hymans Robertson Investment | Tatton Investment Management Ltd |
| Services LLP (HRIS) | Tavistock Wealth Limited. |
| IBOSS Asset Management Ltd | TCF Fund Managers LLP |
| Investec Wealth & Investment Limited | Tilney Asset Management Limited |
| King & Shaxson Asset Management | Trust DFM |
| LGT Vestra | Waverton Investment Management Limited |
| Liontrust Investment Partners LLP | Whitechurch Securities Ltd |
Please note that each advisory firm must contract with a DIM before their portfolios become available for use with that advisory firm.
For more information on accessing the DIM service, please contact your consultant.