Other parts of group, which has a Financial Planning arm, will retain the Beaufort name.

YOU manages over £1.3bn in assets in active, income, enhanced passive and ethical model portfolios, as well as range of multi-asset blend funds.

The company says the rebrand will give the DFM its own “distinct identity, with a clear focus on client interests and outcomes.”

The move will also enable the DFM to serve a broader range of clients, the firm says.

While the name and visual identity will change YOU will retain its team and product range.

Derrick Dunne, CEO, said: “Our new name was inspired by our clients.  We have always believed that if we operate in the best interests of our clients, and keep them as our focus, we will achieve a mutually beneficial outcome for all involved.  We wanted to capture this emphasis and focus with our new name.”

“We are proud of our 16 years’ track record and the awards we have won in recent years.  The investment landscape has truly transformed during this time, and we have continually evolved and expanded our proposition to help our clients access new opportunities to meet their ever-changing needs.  We are all hugely excited by this next phase of development for our firm.”

The new brand goes live today (17 June) with a new website address www.YOU-Asset.co.uk. 

The Beaufort Group of Companies was established in 2012 and has offices throughout the UK. It provides Financial Planning and investment services through its subsidiaries, Beaufort Financial and YOU Asset Management. The firm also provides specialist mortgage advice via dedicated arm, Beaufort Mortgages. Beaufort Financial is a nationwide partnership of IFAs.  

YOU has a 16-year track record managing money for private investors, trusts, charities and corporate bodies.