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.

Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 59 partners all of whom work in the business.
We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors.
We currently manage or advise some £213bn (as at 30th September 2025) on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 80% of FUM), we offer an extensive range of investment trusts and open-ended funds to UK wealth managers and intermediaries.
Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 59 partners all of whom work in the business.
We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors.
We currently manage or advise some £213bn (as at 30th September 2025) on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 80% of FUM), we offer an extensive range of investment trusts and open-ended funds to UK wealth managers and intermediaries.

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.

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.

Quilter plc 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.

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)

Bordier UK is an award-winning wealth and 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 and support their role as trusted adviser. These services include bespoke and model discretionary portfolios, purpose-built MPS decumulation strategies and tailored MPS solutions.

This dedication and expertise have led to a significant proportion of our assets under management being introduced through these relationships.

We are part of the Bordier Group, which is built on solid foundations with a strong Tier 1 capital ratio of 30.8%. Established in Geneva in 1844, the Bordier Group operates in six countries across three continents, managing assets of circa £17.4bn.

Evelyn Partners is one of the largest UK wealth managers ranked by client assets collectively looking after £67billion (as at Sept 2025), providing personalised, expert investment management advice to support you and your clients to embrace what is next. Driven by our purpose of placing the power of good advice into more hands, we go further to understand what matters most to you and your clients. We focus on strong investment performance to help your client achieve their goals.

We have a wide range of investment solutions, each underpinned by a disciplined investment process and delivered by some of the UK’s most experienced and highly qualified investment professionals. Our proposition consists of a bespoke discretionary portfolio service (DPS) and four distinct types of Model Portfolio services.

Our DPS service can be used to support a number of client objectives beyond traditional bespoke accumulation and decumulation portfolios, this includes cash and cautious bond portfolio investing using direct Gilts, US connected clients, family investment companies and Shariah portfolios.

For advisers looking to embed a centralised investment proposition our MPS range includes “Index MPS” for clients looking for a low cost approach to investing, “Core MPS” which offers a blend of active and passive investments, “Active MPS” which in addition to active and passive funds incorporates investment trusts, and finally our “Sustainable MPS” which is suitable for those clients looking to investment with a positive ESG approach to fund selection.