Discretionary Fund Managers

With an open architecture international bond from Canada Life, you can opt to have your clients’ investments looked after by one or more Discretionary Fund Managers (DFMs). 

Find out more about our Segregated Portfolio Service, available for both Ireland and Isle of Man jurisdictions.

Discretionary Fund
Manager
International
Isle of Man
International
Ireland
Institutional
Isle of Man
Segregated Portfolio Service
Ireland
Segregated Portfolio Service
Isle of Man
Open Architecture Products

Premiere Account

Premiere Alpha Discounted Trust Account

Wealth Preservation Account

Controlled Access Account

Premiere Europe Account

Premiere Europe Discounted Trust Account

Wealth Preservation Europe Account

International Portfolio Bond (existing policyholders only)

Elite Account

Premiere Europe Account

Premiere Europe Discounted Trust Account

International Portfolio Bond (existing policyholders only)

Premiere Account

Premiere Discounted Trust Account

Wealth Preservation Account

Controlled Access Account

Estate Preservation Account (existing policy holders only)

Inheritance Planning Account (existing policy holders only)

Aberdeen Standard Capital      
Adam & Co        
Albert E Sharp  
Alpha Portfolio Management      
Arbuthnot Latham & Co      
Banque Havilland S.A UK Branch        
Barclays Investment Solutions Limited  
Barclays Monaco        
Barclays Private Bank Ltd  
Bordier & CIE (UK) Plc      
Boulter Bowen Wealthcare (Disc & Adv)        
Bowmore Asset Managament      
Brewin Dolphin Securities Ltd  
Bri Asset Mgmt      
Brooks Macdonald Asset Mgmt    
Brown Shipley & Co Ltd    
Canaccord Genuity Wealth    
Canaccord Genuity Wealth International Limited        
Capital International Limited        
Cardale Asset Mgmt Ltd  
Casterbridge Wealth Limited    
Castlebay Investment Partners        
Cazenove Fund Mgmt (UK) Ltd (Transferred to Schroders)      
CG Wealth Planning Ltd      
Charles Stanley & Co Ltd    
Church House Investments Ltd      
Citigroup Private Bank      
City Asset Management Plc    
Close Asset Management Ltd      
Courtiers Investment Services Limited      
Coutts & Co Private Banking London    
CPN Investment Mgmt      
Credit Suisse Ltd (UK)    
Cumberland Place Financial Mgmt        
Dart Capital      
Deutsche Asset Management      
J & E Davy      
Edmond de Rothschild        
EFG Harris Allday      
EFG Private Bank    
EFG Private Bank SA (Suisse)      
EQ Investors        
Eric Penser Bank AB        
GHC Capital Markets Ltd      
Goldman Sachs International Ltd    
GPIM Limited      
Hargreaves Lansdown Asset Management Ltd        
Hawksmoor Investment Mgmt Limited      
Heartwood Wealth Mgmt    
Hottinger Investment Management Limited      
HSBC Private Bank (CI) Limited      
HSBC Private Bank (Suisse) Sa        
HSBC UK Bank Plc    
Hywin Wealth LLP      
I M Asset Management Limited    
Insinger De Beaufort Nv        
Investec Wealth & Investment    
IPS Capital LLP        
J M Finn & Co    
James Brearley & Sons Ltd        
James Hambro & Partners LLP    
JLT Investment Management Limited        
Julius Baer International Ltd (Guernsey)    
Julius Baer (Switzerland)        
Killik & Co Stockbrokers    
Kingswood Wealth      
LGT Vestra LLP  
Lincoln Private Investment LLP    
Lloyds Bank      
Lombard Odier (Europe) S.A UK branch      
London & Capital Asset Management Limited/Julius Baer      
London & Capital Wealth Advisers/Julius Baer      
Luna Investment Management T/A Thornbridge Investment Management LLP      
McInroy & Wood Ltd        
Melville Douglas        
Metis Asset Management        
Miton Optimal Portfolio Management (CI)        
Mirabaud & Cie (Europe) SA, UK Branchon and trusts      
Mountstone Partners Ltd      
Natwest        
Nemesis Asset Management LLP T/A Calyx        
Octopus Investments      
OCM Wealth      
Odey Wealth Mgmt Limited      
Parmenion Capital Partners LLP    
Pilling & Co Stockbrokers        
Premier Asset Mgmt      
Prospect Wealth      
PB Financial Planning Ltd      
PSigma Investment Mgmt      
Quartet Capital Partners LLP        
Quilter Cheviot Limited  
Ravenscroft        
Rathbone Greenbank    
Rathbone Investment Mgmt Ltd
Rathbone Investment Mgmt Ltd - Jersey        
Raymond James Investment Services Ltd      
R C Brown Investment Mgmt PLC    
Redmayne Bentley Stockbrokers      
Rothschild Private Mgmt Limited      
Rowan Dartington      
RBC Europe        
Ruffer LLP      
Saltus Fund Management        
Sand Aire Limited      
Sanlam Private INV (UK) Ltd      
Saranac Partners      
Sarasin & Partners LLP      
Schroder & Co Ltd    
SEB SA Luxembourg        
Seven Investment Mgmt    
SG Kleinwort Hambros Bank (CI) Ltd        
S G Kleinwort Hambros Bank (Gibraltar) Ltd        
SG Kleinwort Hambros Bank Ltd (London)    
Signia Wealth/Credit Suisse        
Smith & Williamson Investment Mgmt    
Stonehage Fleming Investment Mgt Ltd    
TAM Asset Management      
The Private Investment Office (TPIO)      
Tideway Investment Partners LLP      
Tilney Asset Management Services Limited      
Tilney Investment Management Services Limited      
Tilney Investment Management Services Ltd - Advisory      
Tilney Discretionary Investment Management Ltd      
UBS Ag Basel        
UBS Wealth Management (UK) Ltd    
Union Bank Privee        
Vermeer Investment Management Ltd t/a Vermeer Partners      
Vintage Asset Mgmt/Lombard Odier      
Walker Cambria Investment Management    
Walker Crips Investment Management    
Waverton Investment Mgmt      
Wellian Investments Solutions Limited      
W H Ireland (UK)      
W H Ireland (IOM) Limited        
Whitechurch Securities Ltd      

This website is for UK professional advisers only and is not approved for use by private customers.

Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised and regulated by the Financial Conduct Authority.