Your tailored investment solution, powered by award-winning managers

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    Working exclusively with financial advisers and their clients

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    Platform-only, discretionary portfolio service

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    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 is available in order to meet 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

Our Managed Portfolio Service

EPIM Brunel

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

EPIM Cabot

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

EPIM Sustainable

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

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.

Get in touch today

01275 404 880