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
Manager
  International
Isle of Man
  International
Ireland
  International
Ireland
  Institutional   Segregated Portfolio Service
Open Architecture Products Premiere Account

Wealth Preservation Account

Controlled Access Account
Premiere Europe Account

Wealth Preservation Europe Account
International Portfolio Bond Elite Account International Portfolio Bond
ACPI Asset Management Limited        
Adam & Co      
Alandsbanken Sverige AB        
Albert E Sharp        
Anderson Charnley        
Alpha Portfolio Management      
Arbuthnot Latham & Co    
Ascentric        
Ashcourt Rowan    
Banque Carnegie Luxembourg SA        
Barclays Private Bank Ltd    
Berenberg        
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        
Natwest      
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.