Discretionary Fund Managers
The Viewpoint offering allows advisory firms and Discretionary Fund Managers to establish and manage a range of model portfolios. Once the portfolio has been established the asset allocation can be changed at any time in bulk for all client investments or for individual clients.
Viewpoint recognises advisers may wish to work with specialist Discretionary Fund Managers. We have a relationship with a growing selection of DFMs.
Founded in 1762 and one of the UK's leading wealth managers
Independently owned and not influenced by a fund manager, bank or insurance company. Brewin Dolphin has over 130,000 clients and more than £25bn of assets under management including more than £8bn in collectives. This substantial client base has allowed Brewin Dolphin to invest and build its award winning research department.
What is the Managed Funds Service?
The Managed Funds Service (MFS) is designed to provide Discretionary Fund Management to clients for whom a bespoke service may not be required or deemed cost effective. It is administered via Viewpoint Portfolio and is structured to preserve the client-adviser relationship. The service provides clients with access to a range of five risk rated portfolios created and managed by Brewin Dolphin's award-winning research team.
How does MFS work?
Advisers can select from a range of five model portfolios, with their choice of model portfolio reflecting the amount of risk the client is prepared to accept. Assets within MFS are managed to reflect Brewin Dolphin's current asset allocation and fund selection views on a continual basis. On a monthly basis our asset allocation team will review the asset allocation of each portfolio. Alongside this, the individual components of portfolios will be monitored by our research team to ensure that their inclusion is merited going forward. This ongoing monitoring helps ensure that portfolios remain within their original risk parameters, and identifies opportunities to make changes to portfolios in a timely manner.
The following portfolios are currently available:
- Global Equity
The most up to date performance data is available by contacting your local Business Development Manager.
Key Facts at a glance
- Portfolios consist of a combination of Unit Trusts, OEICs and ETFs
- Investment in institutional units or retail units with trail commission rebated into portfolios
- Competitive TERs on underlying holdings
- Monthly rebalancing and no dealing charges
- Monthly factsheets produced including latest commentary
In addition, Brewin Dolphin have 41 offices across the UK and Channel Islands and a dedicated team of 16 Business Development Managers that are available to work with advisers. Your local Business Development Manager will keep you up to date with the service.
Eden Park Investment Management
The team behind Eden Park Investment Management (EPIM) has worked in financial services for many years and has first-hand knowledge of what financial advisers need from a Discretionary Fund Manager.
Independently owned and not influenced by a fund manager, bank or insurance company. EPIM is proud to be part of the Clifton Asset Management group of companies which has achieved the Gold standard for Investor in Customers. The ethos of achieving Total Customer Satisfaction extends throughout the company. This applies to the services provided directly to advisers but also in the way services are designed to ensure they are right for investors.
Seven Investment Management
7IM offers a low cost, actively allocated, passively implemented Model Portfolio Service available through the Viewpoint Portfolio platform.
Tilney Asset Management
Tilney is a leading UK investment firm that builds on a heritage of more than 180 years.
LGT Vestra has teamed up with Viewpoint Portfolio to provide advisers with discretionary investment management solutions through the Viewpoint Portfolio platform.
Waverton Investment Management
The Waverton Model Portfolio Service (MPS) is exclusively available to clients of financial advisers with a full range of portfolios available through the Viewpoint Portfolio platform.