Blackfinch Asset Management
Helping Financial Advisers Grow, Diversify, and Achieve Client Outcomes
Discretionary Fund Management – Managed & Tailored Portfolio Services
At Blackfinch Asset Management (BFAM), we partner exclusively with financial planning firms to deliver discretionary fund management (DFM) solutions designed to help your clients achieve their financial goals - and help you grow your business.
We provide a full range of globally diversified, risk-managed investment portfolios, from our Managed Portfolio Service (MPS) to our Tailored Portfolio Service (TPS), both built with holistic financial planning, responsible investing, and efficient fund selection in mind.
As a UN Principles for Responsible Investment (UN PRI) signatory, we are committed to responsible outcomes, whether through multi-asset approaches, financing renewable energy, or supporting innovative technology companies.
Our products are designed around adviser feedback, market trends, and regulatory expectations, offering flexibility to scale your proposition, increase operational efficiency, and deliver measurable outcomes for clients.
Why Advisers Choose Blackfinch Asset Management
The financial advice industry is evolving - facing rising client expectations, regulatory demands like Consumer Duty, and the need for cost-effective, transparent investment solutions. Our DFM services, including a range of MPS portfolios and fully customised TPS propositions, enable firms to stay competitive, improve efficiency, and build long-term client loyalty.
Key Adviser Benefits
- Access to an MPS or bespoke TPS portfolios designed around your client needs.
- Expertise in Tactical (TAA) and Strategic (SAA) Asset allocation.
- Business support to help improve profitability and client communication.
- Dedicated partnership for scaling your business and improving adviser-client relationships.
Our Solutions
Our investment solutions for financial advisers are designed to streamline portfolio management, embrace technology, and align with regulatory expectations, giving you more time to build deeper relationships with your clients.
Our Managed Portfolio Service (MPS) offers a range of five actively managed portfolios, combining global diversification, responsible investing policies, and risk-aligned asset allocation. We blend top-down and bottom-up strategies across Active and Passive underlying investment funds.
Managed Portfolio Service (MPS)
With our Tailored Portfolio Service (TPS), we work with advisors wanting to have more control over their investment solutions. The service includes the creation of a portfolio range in line with your Centralised Investment Proposition (CIP), white labelling, tailored pricing, & client facing material, leaving our team to handle the investment management.
Tailored Portfolio Service (TPS)
Recognised by Defaqto
Our commitment to excellence is recognised by Defaqto, with a 4 Diamond Rating for DFM MPS (Platform) Family 2025 and a 5 Star Rating for DFM MPS on Platform 2025 - evidence of our robust, adviser-focused investment solutions. Contact us to find out more.
How We Help Financial Advisers Succeed
No two adviser firms are the same. Our flexible centralised investment propositions (CIP) and centralised retirement propositions (CRP) ensure that your operating model can adapt to client objectives and regulatory changes, while supporting your long-term business growth:
- Improve business efficiencies and client communications.
- Enhance revenue, profitability, and client retention.
- Develop your responsible investing proposition.
- Organise sector-specific training and specialist advice.
- Capitalise on market trends and scale your firm effectively.
Ready to Partner with a Forward-Thinking Investment Company?
Whether you’re looking for off-the-shelf investment solutions through our MPS, or a fully bespoke TPS built around your brand and client base, Blackfinch Asset Management can help you achieve sustainable growth and superior client outcomes.
Fund Information and Performance Downloads
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