Realm Investment Management is a Discretionary Investment Manager

We work with Independent Financial Advisers


Our proprietary investment process has proved itself through many years of volatile market conditions

Our DFM Charge is set as a “Fee Only” option at just 0.25% per annum plus VAT. We apply no other charges

We can offer a totally unrestricted platform solution including comprehensive client reports, online access for valuations and safe custody from a highly reputable institution charged at just 0.25% per annum

Five risk-rated model portfolios with seven years “real-time” out-performance

Each member of our investment team has thirty years experience

more here

Contact us now and discover how our services can augment and strengthen your existing proposition.

Giving us the responsibility of managing, monitoring and communicating the investment decisions for your clients will allow you more time to focus on the growth and development of your business.

Our Model Portfolio Service (MPS) is a range of risk-assessed portfolios designed with the aim of delivering superior risk-adjusted returns for your clients.

Our proven investment process employs a unique top-down asset allocation and fund selection methodology with an emphasis on managing risk and preserving capital.

You maintain full control of the relationship with your client which we will endeavour to support and enhance.


To systematically review investment market data to extract facts rather than relying on the common narrative.


To judge and subsequently determine the value of research in order to reach new conclusions.


To then efficiently apportion the available capital for various uses.


To communicate with investors and keep them informed.


To keep a continuous record of how market data is changing and provide a feedback loop to our research.





    Access to the website is only for authorised financial advisers in the U.K.

    If you are a retail private investor you should not continue. Please take advice from your financial adviser.

    By continuing to the website you are agreeing and acknowledging that you are a professional financial adviser who is authorised to conduct investment business in the U.K. and that you understand cookies are used on this site and will show that you have accepted the terms to gain access.