Third-party MPS
A range of carefully selected Managed Portfolio Services where you can outsource the investment management process to a specialist third-party Discretionary Fund Manager.
- 8AM Global
- BROOKS MACDONALD
- Cantab
- CHARLES STANLEY
- EQ Investors
- FE Investments
- IBOSS
- LGT WEALTH MANAGEMENT
- PORTFOLIO METRIX
- RBC BREWIN DOLPHIN
- Sarasin & Partners
- Tatton
- Timeline
- WAVERTON
Access
- To get started, please complete the Bulk Dealing and Model Portfolio form and send it to your Business Development Manager. This form can also be found in the literature section of our website.
- Confirm to your DFM that you wish to access their model portfolios through the AJ Bell Investcentre platform.
- Log onto the AJ Bell Investcentre website and start linking clients to your chosen DFM model portfolio via the bulks and models tool.
Access
- To get started, please complete the Bulk Dealing and Model Portfolio form and send it to your Business Development Manager. This form can also be found in the literature section of our website.
- Confirm to your DFM that you wish to access their model portfolios through the AJ Bell Investcentre platform.
- Log onto the AJ Bell Investcentre website and start linking clients to your chosen DFM model portfolio via the bulks and models tool.
Access
- To get started, please complete the Bulk Dealing and Model Portfolio form and send it to your Business Development Manager. This form can also be found in the literature section of our website.
- Confirm to your DFM that you wish to access their model portfolios through the AJ Bell Investcentre platform.
- Log onto the AJ Bell Investcentre website and start linking clients to your chosen DFM model portfolio via the bulks and models tool.
Access
- To get started, please complete the Bulk Dealing and Model Portfolio form and send it to your Business Development Manager. This form can also be found in the literature section of our website.
- Confirm to your DFM that you wish to access their model portfolios through the AJ Bell Investcentre platform.
- Log onto the AJ Bell Investcentre website and start linking clients to your chosen DFM model portfolio via the bulks and models tool.
Access
- To get started, please complete the Bulk Dealing and Model Portfolio form and send it to your Business Development Manager. This form can also be found in the literature section of our website.
- Confirm to your DFM that you wish to access their model portfolios through the AJ Bell Investcentre platform.
- Log onto the AJ Bell Investcentre website and start linking clients to your chosen DFM model portfolio via the bulks and models tool.
Access
- To get started, please complete the Bulk Dealing and Model Portfolio form and send it to your Business Development Manager. This form can also be found in the literature section of our website.
- Confirm to your DFM that you wish to access their model portfolios through the AJ Bell Investcentre platform.
- Log onto the AJ Bell Investcentre website and start linking clients to your chosen DFM model portfolio via the bulks and models tool.
Access
- To get started, please complete the Bulk Dealing and Model Portfolio form and send it to your Business Development Manager. This form can also be found in the literature section of our website.
- Confirm to your DFM that you wish to access their model portfolios through the AJ Bell Investcentre platform.
- Log onto the AJ Bell Investcentre website and start linking clients to your chosen DFM model portfolio via the bulks and models tool.
Access
- To get started, please complete the Bulk Dealing and Model Portfolio form and send it to your Business Development Manager. This form can also be found in the literature section of our website.
- Confirm to your DFM that you wish to access their model portfolios through the AJ Bell Investcentre platform.
- Log onto the AJ Bell Investcentre website and start linking clients to your chosen DFM model portfolio via the bulks and models tool.
Access
- To get started, please complete the Bulk Dealing and Model Portfolio form and send it to your Business Development Manager. This form can also be found in the literature section of our website.
- Confirm to your DFM that you wish to access their model portfolios through the AJ Bell Investcentre platform.
- Log onto the AJ Bell Investcentre website and start linking clients to your chosen DFM model portfolio via the bulks and models tool.
Access
- To get started, please complete the Bulk Dealing and Model Portfolio form and send it to your Business Development Manager. This form can also be found in the literature section of our website.
- Confirm to your DFM that you wish to access their model portfolios through the AJ Bell Investcentre platform.
- Log onto the AJ Bell Investcentre website and start linking clients to your chosen DFM model portfolio via the bulks and models tool.
Access
- To get started, please complete the Bulk Dealing and Model Portfolio form and send it to your Business Development Manager. This form can also be found in the literature section of our website.
- Confirm to your DFM that you wish to access their model portfolios through the AJ Bell Investcentre platform.
- Log onto the AJ Bell Investcentre website and start linking clients to your chosen DFM model portfolio via the bulks and models tool.
Access
- To get started, please complete the Bulk Dealing and Model Portfolio form and send it to your Business Development Manager. This form can also be found in the literature section of our website.
- Confirm to your DFM that you wish to access their model portfolios through the AJ Bell Investcentre platform.
- Log onto the AJ Bell Investcentre website and start linking clients to your chosen DFM model portfolio via the bulks and models tool.
Access
- To get started, please complete the Bulk Dealing and Model Portfolio form and send it to your Business Development Manager. This form can also be found in the literature section of our website.
- Confirm to your DFM that you wish to access their model portfolios through the AJ Bell Investcentre platform.
- Log onto the AJ Bell Investcentre website and start linking clients to your chosen DFM model portfolio via the bulks and models tool.
Access
- To get started, please complete the Bulk Dealing and Model Portfolio form and send it to your Business Development Manager. This form can also be found in the literature section of our website.
- Confirm to your DFM that you wish to access their model portfolios through the AJ Bell Investcentre platform.
- Log onto the AJ Bell Investcentre website and start linking clients to your chosen DFM model portfolio via the bulks and models tool.