Discretionary Management Service

We believe that consistent, long-term performance is best derived through actively managed, multi-asset portfolios diversified across asset classes, geographies, and sectors.

These portfolios invest directly in shares, bonds and real assets, as well as third-party and passive funds.

Considering DMS for you clients? Here’s what you need to know:

  • Portfolios benefit from our strategic and tactical asset allocation and in-depth investment research capability
  • Can be tailored to your clients' needs, including risk tolerance and income requirements
  • Available for clients with £100,000 or more to invest
  • Can be held within various investment structures, both on and offshore, e.g. Investment Account, ISA and SIPP

Why Close Brothers DMS?

Strong, long-lasting relationships are vitally important to your business and are equally important to ours. We ensure that a true partnership is established between you, your clients and your Investment Manager.

Our team of highly qualified Investment Managers have extensive experience guiding clients through changing market conditions. They undertake the daily management of your clients’ investments, so that you can focus on looking after your client relationships and growing your business.

Additionally, we offer Socially Responsible Investment (SRI) portfolios for clients interested in making a positive social impact, alongside building capital for their future.

Find out more about our SRI portfolios

More information

Introduction to DMS

  • 22 Jan 19
  • 0.15MB
  • PDF



Get in touch

01606 810325

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Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.