Investment Managers

Your pathway to whole of market investments

If you'd like a third party to manage your client's investments an Investment Manager* may be appointed on either:

• a discretionary basis, or
• an advisory basis.

Your clients may also choose to appoint an Execution Only Stockbroker, such as Abbey Sharedealing, or of their own choice, through which they can place trades directly .

Select the following link to access the full list of our acceptable Investment Managers/Stockbrokers for new investments.

Points to Consider

• Investment Managers charge additional fees for their services. These services are aimed at investors with larger portfolios, making the additional costs worthwhile.
• James Hay will not provide advice in relation to these services.

Your clients can choose the Investment Manager to be appointed, provided they are acceptable to James Hay.

James Hay is not endorsing or recommending any Investment Managers, and their inclusion does not indicate their suitability to individual needs.