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Nick Dixon, Aegon

Aegon adds Brewin Dolphin’s DFM service to ARC platform


Aegon UK has formed a discretionary fund management (DFM) partnership with Brewin Dolphin on the Aegon Retirement Choices (ARC) platform.

The addition of Brewin Dolphin is part of a wider commitment from Aegon to invest in the services valued by advisers. The growth in the platform market has seen increasing numbers of clients demand sophisticated investment strategies, tailored to their specific needs and managed by investment experts. As a result, around 10 per cent of platform assets under management are now invested via DFMs.
As well as expanding the range of DFMs on offer, Aegon is investing in the services they use. This new partnership follows recent upgrades to Aegon’s online model portfolio technology, and a significantly expanded investment range, with 488 new investments added over the last year across funds, ETF’s and Investment Trusts. Aegon’s investment range now exceeds 4,000 different choices.
The partnership with Brewin Dolphin means advisers looking to outsource investment management, can now choose from Brewin’s range of model portfolios on Aegon’s platform, leaving the adviser to focus on wider financial planning priorities and matching clients to the right savings solutions. The independence of Brewin Dolphin allows them to solely focus on researching the whole of market for the best of breed funds.
Nick Dixon (pictured), Investment Director at Aegon, says: “Brewin Dolphin is a highly respected, award-winning, discretionary investment manager. We are delighted to announce this new partnership. The combination of their investment expertise alongside Aegon Retirement Choices efficient model portfolio technology and broad investment choice enables advisers to access effective portfolios online, managed by a specialist expert they trust.
“This partnership also marks a milestone in our commitment to continually develop the services most valued by clients and their financial advisers. We will further improve Aegon’s investment offer in the coming year.”
Gareth Johnson, Head of Managed Investment Services at Brewin Dolphin, says: “We’re pleased to be joining forces with Aegon on their award-winning Aegon Retirement Choices platform. It gives us exposure to advisers seeking to make use of Aegon’s new technology and functionality and pair this with our award winning model portfolios.
“We have been impressed with the development of the ARC platform and have worked closely with Aegon to ensure this delivers a robust and efficient service for advisers.”

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