Who we areWe’re Seven Investment Management – or 7IM – an investment management business that helps individuals and their fam... More

Albemarle Street Partners was founded in 2012 as an investment consultant to the UK advisory market. In early 2019 it merged ... More

With a 20-year history of excellence, Alltrust is a Defaqto 5-star rated provider, embodying a legacy of trust and reliabilit... More

As an award-winning wealth management business, we empower advisers throughout every stage of their business lifecycle, start... More

About usBrooks Macdonald Group is an independent company that specialises in providing investment management services in the ... More

Charles Stanley is one of the UK’s leading wealth management firms. Charles Stanley can trace its origins directly back to 17... More

As an independent, family and staff owned business, we understand the importance of a personalised approach.For more than 30 ... More

Close Brothers Asset Management is an active, long-term, multi-asset class investor with a successful history of creating val... More

Dentons Pensions has 45 years of experience as one of the UK’s specialist providers and administrators of self invested pensi... More

EBI Portfolios was established in 2010 and provides Discretionary Investment Management services to Financial Advisers and We... More

With over 175 years of investment experience, EFG Harris Allday have a team of 20 Investment Managers across offices in Birmi... More

EQ Investors is an award-winning discretionary fund manager working with advisers across the UK. We have a successful history... More

Evelyn Partners is one of the UK’s leading integrated wealth management and professional services groups, created by the merg... More

FE Investments is FEfundinfo’s discretionary model portfolio service. We offer a range of model portfolios to the adviser ind... More

Hymans Robertson Investment Services  A boutique service, backed by big firm know-how Introduction to Tailored Portfoli... More

IBOSS are a boutique asset management company, providing cost-effective, innovative and adaptive investment solutions exclusi... More

Investec Wealth & Investment is one of the UK's leading investment management companies with responsibility for approximately... More

LGIM is the investment management arm of Legal & General Group, with a heritage dating back to 1836. And today, we are one of... More

Liontrust is a specialist asset manager whose purpose is to have a positive impact on our clients, stakeholders and society. ... More

Founded in 1984, Morningstar's mission is to create great products that help investors reach their financial goals. Today, Mo... More

Octopus Investments is the largest provider of specialist tax-efficient investments. The Group manages more than £12.5 billio... More

We are active, contrarian, bottom-up stockpickers who seek out overlooked and undervalued opportunities, by using rigorous re... More

P1 Investment Management (P1) is a discretionary investment manager working closely with industry professionals, using techno... More

We’re an investment platform that just works. We support financial advice firms with the creation, operation, and support of ... More

Launched in 2010, PortfolioMetrix was designed and developed to challenge the old order of investment services available to f... More

Our reputation as a wealth management company has been built over 250 years thanks to exemplary personal service and our driv... More

Rivers Capital Management is a boutique discretionary fund manager that provides Financial Advisers with professionally manag... More

Ruffer provides investment management services for financial planners across the country. Your clients like making money, ... More

We are a specialist asset manager, trusted to invest £18.8 billion* on behalf of  private clients, institutions, charities, a... More

Established in 1804, Schroders is a global asset manager operating in 37 locations around the world with over £570bn AUM as a... More

Sparrows Capital is a pioneer of capped fee model portfolio services for advisers. We offer a range of services from fully... More

Square Mile are committed to helping our clients make the most informed investment decisions to enable them to deliver the mo... More

We are the partners of the Financial Adviser firms we work with, respecting and building on their relationship with their cli... More

Whitman Asset Management is an entirely independent discretionary investment management business that is privately owned by e... More