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).

Discretionary Fund
Isle of Man
  Institutional   Segregated Portfolio Service
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)

ACPI Asset Management Limited        
Adam & Co      
Alandsbanken Sverige AB        
Albert E Sharp        
Anderson Charnley        
Alpha Portfolio Management      
Arbuthnot Latham & Co    
Banque Carnegie Luxembourg SA        
Barclays Investment Solutions Limited    
Barclays Private Bank Ltd    
Bordier & CIE (UK) Plc    
Boulter Bowen Wealthcare (Disc & Adv)        
Brewin Dolphin Securities Ltd        
Bri Asset Mgmt    
Brooks Macdonald Asset Mgmt  
Brown Shipley & Co Ltd  
C Hoare & Co      
Canaccord Ltd  
Capital International Limited        
Cardale Asset Mgmt Ltd  
Casterbridge Wealth Limited  
Castlebay Investment Partners      
Cavanagh Asset Mgmt        
Cazenove Fund Mgmt (UK) Ltd (Transferred to Schroders)    
Cazenove Fund Mgmt Ltd Jersey        
Charles Stanley & Co Ltd  
Church House Investments Ltd        
Citigroup Private Bank      
City Asset Management Plc  
Clarion Plc        
Close Brothers Asset Management Ltd    
Close International Investment Mgmt        
Courtiers Investment Services Limited      
Coutts & Co Private Banking London  
Coutts Bank Von Ernst Ltd        
CPN Investment Mgmt    
Credit Suisse AG (Zurich)        
Credit Suisse Ltd (UK)  
Credit Suisse SA (Luxembourg)        
Creechurch Capital        
Cumberland Place Financial Mgmt        
Dart Capital    
Deutsche Asset Management    
Duncan Lawrie Private Banking      
J & E Davy    
Edmond de Rothschild        
EFG Harris Allday    
EFG Private Bank  
EFG Private Bank SA (Suisse)      
EQ Bank Ltd (Benefit Brokers Ltd)      
EQ Investors        
Erik Penser Fondkommission Ab        
European Investment Mgmt Limited    
FF&P Asset Management Limited      
GAM London        
GHC Capital Markets Ltd      
Goldman Sachs International Ltd  
Goy Harris Cartwright        
Hagstromer & Qviberg Fond Ab        
Hargreave Hale Ltd        
Hargreaves Lansdown Fund Managers Ltd        
Hawksmoor Investment Mgmt Limited      
Hay Hill Wealth Management Limited        
Heartwood Wealth Mgmt  
Hill Samuel Private Banking        
HSBC Private Bank (CI) Limited      
HSBC Private Bank (Suisse) Sa        
HSBC Private Bank (UK) Ltd      
Hywin Wealth LLP      
I M Asset Management Limited  
Ingenious Asset Management    
Insinger De Beaufort Nv        
Investec Wealth & Investments Ltd  
IPS Capital LLP        
J M Finn & Co    
J P Morgan International Bank Ltd        
James Brearley & Sons Ltd        
James Hambro & Partners LLP        
JLT Investment Management Limited        
Julius Baer International Ltd (Guernsey)  
Julius Bar (Ehinger & Armand Von Ernst)        
Killik & Co Stockbrokers      
Kleinwort Benson (CI) Ltd        
Kleinwort Benson Bank Ltd    
Lincoln Private Investment LLP    
Lloyds Bank      
London & Capital Asset Management Limited/Julius Baer    
London & Capital Wealth Advisers/Julius Baer    
Lord North Street        
Maunby Investment Mgmt Ltd        
McInroy Wood        
Melville Douglas        
Merrill Lynch Bank (Suisse) Sa        
Merrill Lynch Investment Mgmt (Ci) Ltd        
Miton Optimal Portfolio Management (CI)      
Mirabaud Asset Management Limited        
Mirabaud & Cie (Europe) SA, UK Branchon and trusts          
Morgan Stanley & Co        
Myddleton Croft Ltd        
Nova Investment Management      
Octopus Investments      
OCM Wealth      
Odey Wealth Mgmt Limited        
Parmenion Capital Partners LLP  
Pilling & Co Stockbrokers        
Premier Asset Mgmt      
PB Financial Planning Ltd      
PSigma Investment Mgmt    
PSigma Unit Trust Managers        
Quartet Capital Partners LLP        
Quilter Cheviot Limited
Rathbone Investment Mgmt Ltd
Rathbone Investment Mgmt Ltd - Jersey      
Raymond James Investment Services Ltd    
RBS Coutts (Suisse) Bank      
R C Brown Investment Mgmt PLC  
Redmayne Bentley Stockbrokers    
RMS Fingroup Ltd      
Rothschild Private Mgmt Limited    
Rowan Dartington    
Royal Bank of Canada (CI)      
Royal Bank of Canada      
Ruffer LLP      
Saltus Fund Management        
Sand Aire Limited      
Sanlam Private INV (UK) Ltd    
Sapia Partners LLP        
Saranac Partners    
Schroder & Co Ltd  
SEB AB Stockholm        
SEB SA Luxembourg        
Seven Investment Mgmt    
Seymour Pierce Limited        
S G Hambros Bank & Trust Ltd (CI)        
S G Hambros Bank & Trust Ltd (Gibraltar)        
S G Hambros Bank & Trust Ltd (London)      
Shipman Investment Managers      
Smith & Williamson Investment Mgmt  
Standard Life Wealth    
Stanhope Capital LLP        
Stonehage Investment Partners LLP      
Svenska Handlesbanken AB Finland        
TAM Asset Management    
Thesis Asset Management PLC    
Thomas Miller Investments Limited    
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      
Turcan Connell        
UBS Ag Basel        
UBS Wealth Management (UK) Ltd  
Vestra Wealth LLP  
Walker Cambria Investment Management      
Walker Crips Stockbrokers  
Waverton Investment Mgmt    
Wellian Investments Solutions Limited    
W H Ireland    
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 by the Prudential Regulation Authority and regulated by the Financial Conduct Authority.