Discretionary Fund Management MPS for Independent Financial Advisors
UK FCA Authorised Discretionary Investment and Fund Management, delivering professionalism, peace of mind and consistent model portfolio solutions to IFAs and their clients.
Looking for a trusted DFM partner who prioritises your clients’ best interests? Discover tailored MPS investment solutions designed for simplicity and consistent returns. Partner with us today!
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Why Partner With Us
Our Discretionary Fund Management (DFM) solutions are tailored specifically for Independent Financial Advisers (IFAs) like you, providing peace of mind through expertly managed, standard categorised MPS investment solutions.
Our Model Portfolios Service is designed to deliver consistent performance and reliability. Our strategies prioritise your clients’ best interests, ensuring trust, transparency, and results are always at the heart of our mission.
Explore how we can support you in achieving your clients’ financial goals while simplifying your workload.
Our Approach
- Directly FCA Authorised: Ensuring regulatory compliance and client confidence.
- Experienced Team: Decades of expertise in managing and manufacturing investments at Tier 1 Investment Banks, Funds and Asset Managers.
- Diverse Portfolios: A range of active model portfolios designed to deliver above-average returns without the stress.
- Bespoke Solutions: Customisable Managed Portfolios for HNWI and UHNWI, providing greater control and flexibility.
- Competitive Fees: Actively model portfolios from 0.5% AMC for cost-effective management.
- Platform Availability: Seamless integration across multiple platform wraps.
Our clients believe in us
Investment that makes sense
Who Is It For?
This service is for IFAs looking for a results driven, range of model portfolios, created by a highly experienced team of investment managers.
Fees & Charges
- Initial Fee: None
- Annual Management Charge: From 0.25%
- Available on Platform Wraps: Yes
- Transaction Fees: 0.1% to 0.2%
Target* Returns
- Cautious: 6.50%
- Balanced: 8.00%
- Growth: 12.00%
- Bespoke: Contact us
Please use the form below to book in a call. You will receive an email with a booking scheduling facility, and a member of our team will be delighted to talk your through the various options available.
*1 Past or proforma performance or Target returns do not guarantee future performance. Capital at Risk.
The information on this page is provided in good faith at the time of publication, yet no guarantees are made in respect of it being current and accurate.
Returns set out above are gross of fees. Marshall Sterling Investment Management is Authorised and Regulated by the Financial Conduct Authority under FRN 646917. Please view the following policies here: Privacy | Terms and Conditions | Risk