In 1991 David Batchelor founded what is now Wills & Trusts Wealth Management Group. Over this time the firm has grown substantially, now ranking within the top 100 of the Financial Times top UK advisers and has helped thousands of families put in place investment, estate and tax planning to build a more secure future for themselves and their children.

Since 1995 Wills & Trusts have run active investment portfolios for clients. In 2005 Wills & Trusts began to share these portfolios with IFAs within the firm’s study group, and in 2018 established a DFM as a separate entity to manage the portfolios without having to continuously seek clients’ approval every time a change was made, allowing them to implement changes more quickly in a world where things can change in the blink of an eye.

Trust DFM was formed as a separate and independent entity designed from the ground up by IFAs as a DFM that speaks the same language as our client and provides the wider IFA community with a DFM built around their needs.