Your tailored investment solution, powered by award-winning managers

Working exclusively with financial advisers and their clients
Platform-only, discretionary portfolio service
Diversified, risk-profiled portfolios

Discretionary Fund Management services for advisers and their clients

We understand the importance of the adviser – client relationship and with our managed portfolio service the client always belongs to you.

We work closely with adviser firms to understand their business and clients' needs. You can pick and choose which portfolios you want access to for your clients. Our managed portfolios are aligned to a specific investment objective and level of risk. These portfolios are managed with an active or actively-passive style, and we have a sustainable offering. A tailored discretionary service and money market portfolios are also available to cater for a diverse range of clients’ needs.

More about Eden Park

Eden Park Investment Management has developed a range of managed portfolios each aligned to a specific investment objective and level of risk.

Our job is to run portfolios on the advisers' behalf including:

Making research-based asset allocation and investment selection decisions to drive long-term returns in line with the portfolio's objective
Working with the platforms that host our portfolios to ensure smooth operating procedures
Working with our chosen investment advisers to leverage buying power to lower costs for your clients

Services at a glance

Managed portfolio service at low cost
Our research team and investment approach allows us to maximise cost efficiency for your clients.
Expert investment management
Access to the best asset managers. Explore new investment opportunities offering better returns.
Regular rebalancing of portfolios
Our range of portfolios are regularly rebalanced to ensure consistent risk management.
Independent investment proposition
We are not tied to a fund manager, bank or insurance company so are able to deliver an investment proposition that is genuinely independent and impartial.
Meeting different client needs
We adopt an actively managed or actively passive approach to our model portfolios including sustainable funds. For clients with more complex needs we have a tailored discretionary service.
Services designed especially for advisers
We have worked in financial services for many years and have first-hand knowledge of what financial advisers, and their clients, need from a discretionary fund manager.

Our Managed Portfolio Service

EPIM Brunel

The EPIM Brunel Portfolios are actively managed, investing in a range of asset classes.

MORE ABOUT EPIM BRUNEL

EPIM Cabot

The EPIM Cabot Portfolios primarily invest in lower cost index tracking funds.

MORE ABOUT EPIM CABOT

EPIM Sustainable

The EPIM Sustainable portfolios are actively managed and incorporate environmental, social and corporate governance (ESG) factors into investment decisions.

MORE ABOUT EPIM SUSTAINABLE

Our Tailored Portfolio Service

EPIM Tailored Portfolios

The EPIM Tailored Discretionary service provides standardised portfolios aligned with a client’s own risk appetite and real-return objectives, while also accommodating some specific client needs with the full support of a dedicated Portfolio Manager.

MORE ABOUT EPIM TAILORED