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.

Albemarle Street Partners are a team of experienced investment professionals who work closely with a limited number of financial advisers to build centralised investment propositions which deliver consistent client outcomes and enable you to plan for the future of your business. Our team came together after running larger wealth management companies to return to doing what we love, which is focusing on delivering exceptional investment outcomes for our clients.

We are owned by Atlantic House Investments Limited, a fund management boutique, focused on delivering more predictable investment returns in a world of complex uncertainty. We currently have circa £4bn assets under management.

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 Life (UK) Limited is part of the HSBC Group, one of the world’s largest banking and financial services organisations. HSBC Group serves more than 40 million customers worldwide through a network that covers 64 countries and territories in its geographical regions: Europe, Asia, North America, Latin America, and Middle East and North Africa. We aim to be present where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

HSBC Life (UK) Limited was founded in the UK in 1988 and offers insurance services to meet investment management needs through the provision of an open architecture onshore investment bond and protection needs through a range of term life and term life with critical illness cover policies. Our services and solutions are available through HSBC banking channels and selected third parties, including financial advisers and aggregators. For more information on HSBC Life (UK) Limited range of services go to https://www.life.hsbc.co.uk/ and for more information on HSBC please go to https://www.hsbc.com

We’re one of the UK’s leading providers of specialist financial services solutions, completely focused on meeting the needs of people thinking about, approaching, or in retirement.
We have a strong social purpose - a beacon within financial services. We provide products and services that help our customers achieve a better later life and believe that financial intermediaries are best placed to help people with the choices they need to make to achieve this.
There’s now more choice than ever for clients who are approaching retirement or already retired. We recognise that as a financial intermediary, you are the architect of your clients’ retirement plans. As the expert, you’re able to consider alternatives and recommend a product mix that provides secure and flexible income to last a lifetime. As a retirement specialist provider, we'll support you with dependable, first-class service.

Octopus Investments, part of the Octopus Group, is an investment company investing in the people, ideas and industries that will change the world. We manage investments for retail and institutional investors, investing the £12.9* billion they have entrusted to us into the areas where we believe we can have the greatest impact.

Our retail investors and the financial advisers that support them, have many different goals, from supporting their families to lead better lives and effectively passing down wealth to protecting their money and directing it to places that need it. We provide a range of products that help them to achieve these aims, including Venture Capital Trusts, Enterprise Investment Schemes, Business Relief-qualifying investments, and listed UK small and medium-sized company funds.

We support our institutional investors to meet their investment mandates on behalf of their end investors, across five specialist asset classes: renewable energy, sustainable infrastructure, real estate, healthcare, and venture capital.

Octopus Real Estate and Octopus Ventures are part of Octopus Investments.

Quilter Investment Platform Limited and Quilter Life & Pensions Limited are part of Quilter plc, a leading UK-focused wealth manager. Quilter provides advice-led investment solutions and investment platform services to over 499,712 customers (as at 31 December 2024) through its investment platform service. Quilter enables financial advisers to deliver the very best service to clients and their families, to help them achieve their financial goals. We offer a comprehensive range of products and investments through our award-winning online investment platform, which is known for its intuitive user experience that makes online processes quick and easy.

www.quiltercheviot.com/our-services/managed-portfolio-service/
and Channel Islands, we have managed bespoke investment portfolios for individuals and families for generations. We are focused on helping your clients invest for a lifetime of opportunities and challenges.
How we can help you
We fundamentally believe in the value of financial advice and have developed our services and strategies alongside the financial advice community, in order to make it easier for you to deliver exceptional client outcomes.
With over 25 years’ experience working with financial advisers, we know that building a close relationship with you and understanding your client’s financial goals is key to successful investment management. Thousands of advisers are already benefitting from:
 a range of solutions to meet your clients' needs;
 a dedicated business development team to support you and your business;
 a well-resourced research team and a highly effective and robust investment process.
What we offer
We offer a range of services including our bespoke Discretionary Portfolio Service, our award-winning Managed Portfolio Service, our sustainable multi-asset Climate Assets Funds and our IHT solution, the AIM Strategy.

"Rathbones Asset Management is a UK fund manager, with 15.8 billion AUM*. We offer actively managed equity, fixed income and multi-asset capabilities including a wide range of sustainable strategies for retail and institutional-type investors. Our single-strategy and multi-asset funds are designed to meet investors’ capital growth and income requirements. We believe that we combine the best cultural aspects of an investment boutique with the strengths of a well-resourced parent, Rathbones Group Plc.
*As at 31 December 2024"

We work in partnership with financial advisers to help deliver good customer outcomes. With mutuality at our core, you can trust us to deliver the kind of care you'd want for your client's finances.

As a mutual, we’re owned by customers – not shareholders or investors. We design products and services to help customers build financial resilience for the long term.

And, as a champion of impartial financial advice, we design services that support your advice and help you deliver lifetime value for your clients.

Our people are driven by a passion to help grow your business and deliver value for your clients - and they’ve got the backing of the UK’s largest mutual life, pensions, and investment company to help them do it.

We are a leading provider of active asset management, advisory and wealth management services with over £773.7bn AUM (as at 30.06.24). Few investment managers can match the combination of capabilities and global reach that we offer. This breadth of services across public and private markets allows us to design distinctive solutions for the diverse needs of clients. They look to us to provide excellent long-term investment outcomes, and it is our duty always to act in their best interests.

Schroder Investment Solutions offers a series of low-cost and risk mapped model portfolios and multi-asset funds. Our solutions range is designed to help you deliver a breadth of good value solutions that meet your clients’ investment needs. Delivering appropriate client outcomes is at the heart of everything we all do. We’ve supported financial advisers for over a decade to help deliver the outcomes their clients are seeking and we manage over £6.3 billion (as at 31.12.24) across our range of solutions.

Our purpose is to provide excellent investment performance to clients through active management. By serving clients, we serve wider society.
To find out more about Schroders and our investment solutions, visit schroders.com/investment-solutions.

Driven by our belief in the value of professional financial advice, we exist to help financial professionals create better outcomes for consumers.

By delivering the technology and services platform that powers the future of financial advice, we shape a better financial future for all.
Simplybiz is the leading provider of technology, business, and regulatory support to the UK retail financial services industry, helping financial professionals operate more effectively and deliver better outcomes for consumers.

Supporting thousands of financial intermediaries with regulation, technology and business support, and hundreds of product providers with market intelligence and expertise, our end-to-end platform connects and enables the market to help it evolve to its greatest potential.

For more information, please visit our website at www.Simplybiz.co.uk , call us on 01484 439100 or send us an email at info@Simplybiz.co.uk

Standard Life has been trusted to look after the life savings and retirement needs of customers for nearly 200 years. With some of the strongest financial credit ratings in the industry – you can be confident you are placing your client’s investment with a company that’s in it for the long run. Standard Life are part of the Phoenix Group, a company which looks after around 12 million customers across the UK and Europe and £290m in investments (data correct as at 31 December 2024)

CleverIM are pioneers in the development of tech-driven and transformative investment portfolio solutions for Financial Planners and their clients. Whether you run your portfolios in house or outsource via MPS, CleverIM builds you reliable portfolios, powered by rational and data-driven decisions, void of human emotion.

Flagstone is the UK’s leading savings platform. With a single sign-up, your clients will never need to apply for a savings account again.
Flagstone lets savers, businesses, and charities spread their cash between 60+ banks. All in one platform, with one password. They can open as many accounts as they need, without multiple applications or ID checks. It’s cash, uncomplicated.
With more bank partners than any other platform, Flagstone clients capitalise on 200+ high-interest rates from across the market.
5,000+ advisers, including networks like St. James’s Place, Evelyn, and Quilter, use Flagstone to oversee £16bn in cash. Join them today.

Established in 1836, L&G is one of the UK’s leading financial services groups and a major global investor, with £1.2 trillion in total assets under management (as at FY23) of which c40% (circa £0.5 trillion) is international.
We have a highly synergistic business model, which continues to drive strong returns. We are a leading international player in Institutional Retirement, in Retail Savings and Protection, and in both public and private markets through our Asset Management division. Across the Group, we are committed to responsible investing and dedicated to serving the long-term savings and investment needs of customers and society.
As at 7 June 2024, we estimate the Group’s Solvency II coverage ratio to be 224%.
As at 11 June 2024, Legal & General has a market capitalisation of £14.6 billion.

LV= is one of the UK’s leading life and pensions mutual insurers, working closely with financial advisers, serving over one million members and customers. As an investment, protection, retirement and in-house advice specialist, LV= offers a range of products and services, mostly available through financial advisers, to help members and customers protect their income while they’re working and maximise it when they stop. It is through our work with UK financial advisers that the majority of customers will buy our products and services.

Morningstar Wealth brings together capabilities across Morningstar's global business, to meet the specific needs of financial advisers, their businesses and the clients they serve.
Advisers can select from a range of products and services that align with their specific business and client needs. Listening to you is key to determining how we enhance our products and services. Robust and continuous feedback loops allow us to hear directly from you, and we turn those insights into proposition enhancements.
Our products and services are underpinned by a program of insights and tools delivered to support advisers and their client interactions.

befree Global is a trusted partner for outsourced business services, helping businesses worldwide simplify their accounting, bookkeeping and finance functions. With a presence in Australia, the UK, and the US and high-performance capability centres in India, we deliver smart, scalable solutions designed to boost efficiency and cut costs. Our team of highly skilled professionals allow businesses to focus on growth while we take care of the details. befree offers businesses the freedom to scale with ease.

Our outsourced accounting, bookkeeping, mortgage, audit, tax, paraplanning and payroll services, along with our suite of automation solutions, offer businesses the flexibility and capacity to grow irrespective of their resource addition constraints. befree’s extensive experience and specialised expertise allow firms to prioritise scaling, innovating and winning.

Binary Capital Limited, founded in 2018, provides independent DFM solutions to UK financial advisers. Specialising in long-term, conviction-led investment strategies across a range of risk profiles and product categories. With a focus on client servicing whilst also ensuring no conflict of interest with adviser businesses.
Its offerings include Core MPS, Responsible Investment models, and specialist portfolios such as Islamic and Investment Trusts MPS. Binary Capital focuses on pragmatic multi-asset investing and transparency, delivering tailored solutions, including bespoke models and Partnership Portfolios. With a nationwide reach, the firm aligns its client-centric approach to industry-leading fees and consistency of investment outcomes.

Bordier UK is an award-winning specialist investment manager that provides investment management solutions to advisers and their clients in the UK. For over 40 years we have been committed to working closely with advisers to develop a comprehensive and flexible range of high-quality services to meet the demands of a modern adviser business. These services include purpose-built MPS decumulation strategies and tailored MPS solutions. We are part of the Bordier Group, which is built on solid foundations with a strong Tier 1 capital ratio of 33%. Established in Geneva in 1844, the Bordier Group operates in six countries across three continents, managing assets of circa £16bn.

Please could we update the company bio to:
Downing is a responsible investment manager established in London in 1986. We manage £2.1 billion* of assets under a range of investment mandates across our funds, investment trusts and other products. Our key private market investment areas include renewable energy, infrastructure, and residential and operating real estate sectors. In public markets, we have a boutique of specialist fund managers that provide a distinctive suite of investment mandates.
* as at 31 Dec 2024

FE fundinfo is a leading financial data company connecting the asset management industry to distribution networks in the UK, Europe and Asia Pacific.
Through our data and intelligence, we empower the investment management industry to drive asset growth, operational efficiency and risk management, facilitating faster and global market entry via preferred distribution channels. Our solutions help our customers manage risk, enhance operational efficiency and drive returns for their investors.
For more information: www.fefundinfo.com

Foster Denovo is a multi-award-winning national firm of financial advisers, providing expert financial advice and investment solutions to individuals, families, businesses, and charities. Since 2005, we have built a reputation for excellence, earning over 30 prestigious industry awards and Platinum accreditation from Investors in People.
We are driven by strong values and a people-centric culture, fostering trust and long-term relationships. Our exceptional Net Promoter Score of +80 reflects the quality of our service and client satisfaction. Committed to innovation, we invest in technology to streamline processes, allowing our advisers and employees to focus on delivering outstanding financial advice and client care.

Sparrows Capital is a pioneering investment firm specialising in evidence-based, low-cost, and globally diversified portfolio management. We serve charities, family offices, high-net-worth individuals, intermediaries and institutions. Using ETFs and index funds, we build robust portfolios that track market returns efficiently. Backed by over 100 years of research, our disciplined, transparent approach follows global institutional best practices. For UK advisers, we offer our Sparrows SCore MPS—a low-cost, capped-fee model portfolio service available across multiple platforms—alongside bespoke solutions. Our methodology ensures cost-effective, repeatable investment strategies , without the unnecessary risks that can come from stock-picking and market timing.

AdvisoryAI aims to democratise access to financial advice in the UK. While currently only 8% of the population receives professional financial guidance, our goal is to increase this to 40%. Through our AI assistants - Emma for paraplanners and Evie for advisers - our platform streamlines critical paperwork including suitability reports, annual reviews, and meeting documentation, thus allowing firms to save at least 50% of their time and double client capacity.

Powered by DFM data, Mabel Insights offers a comprehensive suite of investment research and planning tools, all free for advisers.
Our platform enables Financial Advisers to effortlessly compare like-for-like model portfolios and funds, generating detailed due diligence reports and investment recommendations. Additionally, we provide robust risk profiling and cash flow modelling tools to enhance your planning process.
With data from over 80 UK DFMs and ratings for more than 1,600 portfolios, we bring transparency to the investment solutions available to Financial Advisers and their clients.

Rockpool has been providing high-net-worth and sophisticated investors direct access to private company investment opportunities since 2011. Since inception Rockpool has invested over £750m, returned £750m to investors and has over £330m under management and an active investor base of over 1500. Rockpool’s experienced investment team sources a flow of high-quality private equity and private debt opportunities which investors can access directly or through our range of products and services, including our Private Equity and Private Debt Portfolio Services, the Rockpool SIPP and Rockpool IFISA. Rockpool also offers two Inheritance Tax solutions which take advantage of Business Relief.

The lang cat is an integrated insight, communications and regulatory and public affairs consultancy. With them, it’s a whole package deal. Everything they do is driven by insight. All of the content that they create is driven by an understanding of the market and of the sector. All of this, alongside their subject matter experts, means that they can offer the financial services industry the understanding and independent insight it needs to improve outcomes for all.

City Harvest food charity rescues nutritious surplus from the food industry, and delivers it, for free, to 130,000+ people a week via organisations feeding those facing food poverty.

City Harvest rescues food, people, and planet by preventing food waste, providing support to communities across London, and reducing the environmental impact of food waste by diverting food from landfill.

City Harvest delivers to over 350 diverse community partners, providing food for more than 1.3 million meals a month. However, the need continues to rise as the cost of living tightens its grip.

Please donate in the link above. £5 = 15 meals. Thank you.