Founded in 1988, BlackRock is a leading global asset manager with a clear purpose: to help more people experience financial well-being. As a fiduciary, we put our clients' needs at the centre of everything we do, combining global investment expertise with local insights to help individuals, financial advisers and institutions achieve their investment goals.

Our broad investment platform spans active and index strategies, multi-asset solutions, alternatives and ETFs through our iShares platform. Our proprietary Aladdin® technology brings together risk management, portfolio analytics and investment technology to help clients navigate risk and make more informed investment decisions.

We believe in providing greater choice and making investing more accessible and affordable. By combining our investment capabilities, technology and expertise, we aim to support advisers in delivering solutions that meet their clients' evolving needs and help more people invest better to live better.

HSBC Asset Management should be referred to either in full or as HSBC AM to avoid confusion with any other financial services firms.

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 22 countries and territories, delivering global capabilities with local market insight. As at 30 September 2024, HSBC Asset Management managed assets totalling US$765bn on behalf of its clients.

For more information see http://www.global.assetmanagement.hsbc.com/

HSBC Asset Management is the brand name for the asset management businesses of HSBC Holdings plc.

Isio Investment Management brings institutional investment thinking to the adviser market, combining deep investment expertise, flexible portfolio solutions and technology-enabled oversight. Drawing on experience advising over £300bn of assets, our approach translates institutional-grade research, portfolio construction and governance into solutions designed around the needs of advisers and their clients
Our MPS proposition provides choice across Select, Tailored and Custom solutions, allowing advisers to select a ready-to-use portfolio range or create an approach shaped around their own proposition and client requirements
Alongside investment expertise, technology supports ongoing portfolio monitoring, risk oversight and reporting, helping advisers maintain robust governance while retaining control of the client relationship. Following the addition of Collidr and a new £850m investment management mandate, Isio continues to expand its capabilities and scale across the UK adviser market.

Orbis has been creating value for clients for more than 35 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, the company structure, and even the way we charge fees.

Our team of 60 investment professionals located around the world does comprehensive research evaluating businesses from the bottom up to identify businesses priced at less than they are worth with long-term prospects. 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 to stand by them as long as we need to.

And our unique fee structure ensures we remain driven to deliver long-term returns.

Quilter is a leading UK-focused full-service wealth manager that provides financial advice, advice-led investment solutions, and investment platform services to over half a million clients. Our purpose is to help create brighter financial futures for every generation.
Our products and services are designed to support any adviser business model and evolve to meet the changing needs of clients. We equip advisers with the tools they need to grow their business, knowing good financial advice leads to better customer outcomes. Through our comprehensive approach to wealth management, Quilter builds lasting relationships with advisers and clients, securing a prosperous future for all.

RBC Brewin Dolphin started back in 1762 and is now one of the leading wealth managers in the UK and Ireland. It’s scale, experience and highly specialised expertise in managing investments is second to none.
• With over 250 Years of helping investors achieve their goals
• 30+ offices across the UK, Ireland and Channel Islands
• We are part of Royal Bank of Canada (RBC)

RBC is one of the largest and well capitalised banks in the world. RBC has retained its credit rating since the Financial Crisis in 2007/08.