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Get specialist support from discretionary fund managers

On Elevate, discretionary fund managers offer investment management, asset allocation and portfolio rebalancing.

The discretionary 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.

Working with a discretionary manager

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.

Elevate charges

Elevate charges

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.