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The fund manager works for the benefit of your client based on the agreed objectives for their portfolio. This could be for a single client with lots to invest, or a complex portfolio; or for a whole group of clients with similar investment needs.
Depending on what you want to do yourself, the discretionary fund manager can help you to create and manage all or part of an investment strategy.
Take a look at the discretionary fund managers you can appoint through Elevate.
Discretionary fund manager list
Our range of fixed term deposits available through PIA offers a practical investment solution with a consistent return following a fixed investment term of between three and 36 months
Our simple and transparent pricing structure makes investing simpler for your clients. We pride ourselves on clear charging tiers and 'pay what you see' pricing.