Discretionary Fund Manager partners

Get access to a greater choice of investments and benefit from the expertise of a discretionary fund manager.

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		 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)

Wealth Preservation Europe Account

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 ✔ ✔      
Aribion Limited/Credit Suisse ✔   ✔    
Atomos Investments Limited ✔ ✔      
Barclays Investment Solutions Limited ✔ ✔   ✔ ✔
Barclays Private Bank Ltd ✔ ✔   ✔ ✔
Belle Capital UK Limited ✔ ✔   ✔ ✔
Bordier & CIE (UK) Plc ✔ ✔      
Boulter Bowen Wealthcare (Disc & Adv) ✔        
Bowmore Asset Managament ✔ ✔      
Bri Asset Mgmt ✔ ✔      
Brooks Macdonald Asset Mgmt ✔ ✔   ✔ ✔
Brown Shipley & Co Ltd ✔ ✔   ✔ ✔
Brown Advisory Limited ✔ ✔   ✔ ✔
Canaccord Genuity Wealth ✔ ✔   ✔ ✔
Canaccord Genuity Wealth International Limited ✔        
Capital International Limited ✔        
Titan Private Wealth Limited ✔ ✔   ✔ ✔
Casterbridge Wealth Limited ✔ ✔   ✔ ✔
Castlebay Investment Partners   ✔      
Cazenove Capital Management ✔ ✔ ✔ ✔ ✔
Cazenove Capital Management (Channel Islands) ✔        
Charles Stanley & Co Ltd ✔ ✔ ✔ ✔ ✔
Church House Investments Ltd ✔        
Citigroup Private Bank ✔   ✔    
City Asset Management Plc ✔ ✔   ✔  
Close Asset Management Ltd ✔ ✔   ✔ ✔
Connor Broadley ✔ ✔      
Courtiers Investment Services Limited ✔ ✔      
Coutts & Co Private Banking London ✔ ✔ ✔    
CPN Investment Mgmt ✔ ✔      
Credit Suisse Ltd (UK) ✔ ✔ ✔    
Dart Capital ✔ ✔      
Deutsche Asset Management ✔ ✔      
J & E Davy ✔ ✔      
EFG Harris Allday ✔ ✔      
EFG Private Bank ✔ ✔   ✔  
EQ Investors ✔        
Evelyn Partners Discretionary Investment Management Limited ✔ ✔      
Evelyn Partners Investment Management LLP ✔ ✔   ✔ ✔
Evelyn Partners Investment Management Services Limited ✔ ✔   ✔ ✔
GHC Capital Markets Ltd ✔ ✔      
Goldman Sachs International Ltd ✔ ✔ ✔    
GPIM Limited ✔ ✔      
Hargreaves Lansdown Asset Management Ltd ✔        
Hawksmoor Investment Mgmt Limited ✔ ✔      
Handelsbanken Wealth & Asset Management ✔ ✔ ✔    
Hottinger Investment Management Limited       ✔ ✔
HSBC UK Bank Plc ✔ ✔ ✔ ✔ ✔
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 ✔ ✔   ✔ ✔
Julius Baer International Ltd (Guernsey) ✔ ✔ ✔ ✔ ✔
Killik & Co Stockbrokers ✔ ✔   ✔ ✔
Kingswood Wealth ✔ ✔      
LGT Wealth Management ✔ ✔   ✔ ✔
Lincoln Private Investment LLP ✔ ✔ ✔    
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 ✔ ✔   ✔ ✔
Mercer Limited ✔        
McInroy & Wood Ltd ✔        
Metis Asset Management ✔        
Mirabaud & Cie (Europe) SA, UK Branch ✔ ✔   ✔  
Mountstone Partners Ltd ✔ ✔      
Mountstone Partners T/A Harris Rose ✔ ✔      
Natwest ✔ ✔      
Nedbank Private Wealth ✔ ✔   ✔ ✔
Parmenion Capital Partners LLP ✔ ✔ ✔    
Pilling & Co Stockbrokers ✔        
Premier Miton Investors ✔ ✔      
Progeny Asset Management ✔        
Price Value Partners Ltd ✔       ✔
PSigma Investment Mgmt ✔ ✔      
Quartet Capital Partners LLP ✔        
Quilter Cheviot Limited ✔ ✔ ✔    
Quilter Cheviot Limited ✔ ✔ ✔ ✔ ✔
Ravenscroft IOM   ✔      
Rathbone Greenbank ✔ ✔   ✔ ✔
Rathbone Investment Mgmt Ltd ✔ ✔ ✔ ✔ ✔
Rathbone Investment Mgmt Ltd - Jersey   ✔      
Raymond James Investment Services Ltd ✔ ✔      
RBC Brewin Dolphin ✔ ✔ ✔ ✔ ✔
RBC (Cl) Ltd, Guernsey ✔        
R C Brown Investment Mgmt PLC ✔ ✔   ✔  
Redmayne Bentley Stockbrokers ✔ ✔   ✔ ✔
Rothschild & Co Wealth Management UK Limited ✔ ✔ ✔    
Rowan Dartington ✔ ✔      
Royal Bank of Scotland ✔ ✔      
RBC Europe ✔ ✔ ✔ ✔ ✔
Ruffer LLP ✔   ✔    
Saltus Fund Management ✔ ✔      
Saranac Partners ✔ ✔      
Sarasin & Partners LLP ✔ ✔      
Scott Capital LLP ✔ ✔ ✔ ✔ ✔
Seven Investment Mgmt ✔ ✔ ✔    
SG Kleinwort Hambros Bank (CI) Ltd ✔        
S G Kleinwort Hambros Bank (Gibraltar) Ltd ✔        
SG Kleinwort Hambros Bank Ltd (London) ✔ ✔   ✔ ✔
Stonehage Fleming Investment Mgt Ltd ✔ ✔ ✔    
TAM Asset Management ✔ ✔      
Telford Mann Ltd ✔        
The Private Investment Office (TPIO) ✔ ✔      
Tideway Investment Partners LLP ✔ ✔   ✔ ✔
UBS Wealth Management (UK) Ltd ✔ ✔ ✔    
Union Bank Privee ✔        
Veritas Investment Partners (UK) Limited ✔ ✔ ✔    
Vermeer Investment Management Ltd t/a Vermeer Partners ✔ ✔   ✔ ✔
Vintage Asset Mgmt/Lombard Odier ✔ ✔      
Voyager Asset Management ✔ ✔      
Walker Crips Investment Management ✔ ✔   ✔  
Waverton Investment Mgmt ✔ ✔   ✔ ✔
W H Ireland (UK) ✔ ✔      
Windsor Private Office Limited ✔        
Whitechurch Securities Ltd ✔ ✔      

How to get started