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
Open Architecture Products Premiere Account

Wealth Preservation Account

Controlled Access Account
Premiere Europe Account

Wealth Preservation Europe Account
International Portfolio Bond Elite Account
ACPI Asset Management Limited      
Adam & Co    
Alandsbanken Sverige AB      
Albert E Sharp      
Anderson Charnley      
Alpha Portfolio Management    
Arbuthnot Latham & Co  
Ashcourt Rowan  
Banque Carnegie Luxembourg SA      
Barclays Private Bank Ltd  
Bestinvest Brokers Plc  
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 And 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
CPN Investment Mgmt  
Credit Suisse AG (Zurich)      
Credit Suisse Ltd (UK)
Credit Suisse SA (Luxembourg)      
Cumberland Place Financial Mgmt      
Dart Capital  
Deutsche Asset Management  
Duncan Lawrie Private Banking      
E Davy  
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    
Fusion Wealth      
GHC Capital Markets Ltd    
Gerrard Investment Management Ltd
Goldman Sachs International Ltd
Goy Harris Cartwright      
Hagstromer & Qviberg Fond Ab      
Hargreave Hale Ltd      
Hargreaves Lansdown Fund Managers Ltd      
Hawksmoor Investment Mgmt Limited    
Heartwood Wealth Mgmt
HSBC Private Bank (CI) Limited    
HSBC Private Bank (Suisse) Sa      
HSBC Private Bank (UK) Ltd    
I M Asset Management Limited  
Ingenious Asset Management  
Insinger De Beaufort Nv      
Investec Wealth & Investments Ltd  
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    
Lord North Street      
Maunby Investment Mgmt Ltd      
Melville Douglas      
Merrill Lynch Bank (Suisse) Sa      
Merrill Lynch Investment Mgmt (Ci) Ltd      
Mirabaud Asset Management Limited      
Myddleton Croft Ltd      
Nova Investment Management    
Octopus Investments    
Odey Wealth Mgmt Limited      
Parmenion Capital Partners LLP
Pilling & Co Stockbrokers      
Premier Asset Mgmt    
Price Bailey Private Clients    
PSigma Unit Trust Managers      
PSigma Investment Mgmt      
Quartet Capital Partners LLP      
Quilter Cheviot Limited
RBS Coutts (Suisse) Bank    
R C Brown Investment Mgmt PLC  
Rathbone Investment Mgmt Ltd  
Raymond James Investment Services Ltd    
Redmayne Bentley Stockbrokers  
Rothschild Private Mgmt Limited      
Rowan Dartington  
Royal Bank Of Canada (CI)      
Royal Bank Of Canada    
Ruffer LLP    
S G Hambros Bank & Trust Ltd (CI)      
S G Hambros Bank & Trust Ltd (Gibraltar)      
S G Hambros Bank & Trust Ltd (London)    
Saltus Fund Management      
Sand Aire Limited    
Sanlam Private INV (UK) Ltd  
Schroder & Co Ltd    
SEB AB Stockholm      
SEB SA Luxembourg      
Seven Investment Mgmt  
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  
Tideway Investment Partners LLP    
Thomas Miller Investments Limited  
Tilney Bestinvest      
Towry Law Investment Management      
Turcan Connell      
UBS Ag Basel      
UBS Wealth Management (UK) Ltd
Vestra Wealth LLP  
W H Ireland  
Walker Cambria Investment Management    
Walker Crips Stockbrokers  
Waverton Investment Mgmt  
Wellian Investments Solutions Limited  
Wellian Investments Solutions Limiteds  


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.