London

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.

Image

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.
Image

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.

We will soon be adding Brewin Dolphin portfolios to our third-party MPS range. We are currently planning to do this in Q4 2020.


If your preferred MPS provider isn’t featured, or you are interested in learning more about which firms’ portfolios we are considering adding in the near future, you can get in touch with your Business Development Manager to hear the latest on our plans for the coming months and help to shape the development of our panel.

If you would like to discuss how our ‘Third-party MPS’ option – or any of the investment options available on the platform – might suit a particular client’s needs, please contact our Business Development Team.

CONTACT US

Financial adviser verification

This area of the website is intended for financial advisers and other financial professionals only. If you are a customer of AJ Bell Investcentre, please click ‘Go to the customer area’ below. 

We will remember your preference, so you should only be asked to select the appropriate website once per device.

Scroll to Top