Albemarle Street Partners is a boutique investment manager and consultancy. We work with a focused number of financial advisory firms to provide investment propositions that deliver for clients and help you build your business. Here we discuss how life could be made that bit easier for advisers who wish to remain independent and how we can help achieve value for money for your clients.
Church House is a fund and portfolio manager offering specialist services to individuals, financial professionals and institutions for over 20 years. We manage a range of six funds for use by advisers and wealth managers and as the ‘building blocks’ of our discretionary managed private client portfolios. With assets under management in excess of £1 billion, we have enjoyed significant growth without losing the key strengths of an independent and private company. Church House propositions are regularly reviewed and refined to ensure continued suitability for our professional and private clients. Our primary objective is to provide investors with the returns they expect, without the shocks they fear, through the management of risk to fund and portfolio mandates.
HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 25 countries and territories, delivering global capabilities with local market insight. As at 31 March 2021, HSBC Asset Management managed assets totaling US$621bn on behalf of its clients.
Orbis has been creating value for clients for over 30 years.
We work to find opportunities others miss, but this means investing in unpopular areas of the market, which takes courage and patience. Our long-term approach is at the core of everything we do, from the way we invest, our company structure, and even the way we charge fees.
We evaluate businesses from the bottom up to identify businesses with long-term prospects priced at less than they are worth. Since it can take time for these companies to realise their true value, our business is structured to avoid pressure for short-term performance with no external shareholders. Our independence allows us to prioritise clients, make bold but considered decisions and stand by them as long as we need to.
Our unique fee structure further ensures we remain driven to deliver long-term returns as we only charge a fee when we outperform.
SimplyBiz provides the very highest quality of comprehensive compliance and business support to the 5 000 financial advisers throughout the UK who choose to use our services. During our successful nineteen year history we have never lost sight of our primary purpose – to provide support and guidance to directly authorised firms in every area of their business. Every decision about our proposition and development over the past two decades has been made after asking ourselves one simple question; will this benefit the firms we serve and their clients? Each staff member of our 500+ strong team understands that advisers and their needs are central to everything we do and our culture and ethos places the firms we serve firmly at the heart of everything SimplyBiz does. We offer the experience, expertise and regulatory guidance that puts advisers firmly in control of their own businesses.