Discretionary Fund Managers

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

Discretionary Fund
Manager
International
Isle of Man
International
Ireland
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    
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          
Miton Optimal Portfolio Management (CI)        
Mirabaud & Cie (Europe) SA, UK Branchon and trusts        
Mountstone Partners Ltd      
Myddleton Croft 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 & Parteners 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)      
Thesis Private Office      
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      

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.