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.

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.

We were established in 2013 by Wealthtime (formerly Novia Financial PLC) to provide outstanding investment services for advisers and their clients.
We have a unique way of working with advisers. Our experienced team can help firms be more successful by de-risking their business and helping them provide the best investment advice to their clients.
Now available on 17 platforms, we offer expertly managed model portfolio solutions and invaluable research services. We’re also the proud owners of the original truly tailored custom portfolio service. Through Copia Custom, we can provide what’s required to match any client’s specific investment objectives.

Evelyn Partners is a UK leader in wealth management, 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 suite 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 our bespoke discretionary portfolio service (DPS), an AIM portfolio service and four distinct types of Model Portfolio services. Our MPS range includes “Active” MPS which makes use of investment companies, “Core” MPS which has a lower cost basis, “Index” MPS an actively managed portfolio of passive instruments and our “Sustainable” MPS which is our ESG offering.

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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

Octopus Investments, part of the Octopus Group, is a B Corp-certified investment company for investors who believe their money can be a force for good.

Today, we invest the £10bn our institutional investors, retail investors and their financial advisers have entrusted to us into the areas where we believe we can have the greatest impact.

We focus our efforts on three investment themes – empowering people, revitalising healthcare and building a sustainable planet – and alternative asset classes across venture capital, sustainable infrastructure, renewable energy, real estate, healthcare and smaller listed companies.

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.

"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"

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)

Established in 1836, L&G is one of the UK's leading financial services groups and a major global investor, with £1.1 trillion in total assets under management (as at FY24) of which c. 44% (c. £0.5 trillion) is international.
We have a highly synergistic business model, which continues to drive strong returns. We are a leading player in Institutional Retirement, in Retail Savings and Protection, and in Asset Management through both public and private markets. 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 12 March 2025, L&G has a market capitalisation of £14.1 billion.

Momentum Global Investment Management Limited is a global investment manager, established in the UK in 1998. We focus on designing, building and managing outcome-based investment strategies which are delivered through single and multi-asset portfolios and tailored client solutions.

We work closely with our institutional and adviser partners in the UK and Europe, Asia, the Middle East, South America and South Africa in order to manage solutions that meet the needs of our clients.

The firm is a wholly owned subsidiary of Momentum Group Limited, a large South African insurance and investment business listed on the Johannesburg Stock Exchange.

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.

Adviser Outsourcing is a trusted partner to over 150 financial advisory firms, delivering expert operational support and problem-solving since 2015. We specialize in income processing, systems configuration, and business process optimization—empowering firms to grow with confidence. Our innovative AIDA software revolutionizes income processing, while our partnerships with Intelliflo (IO), Time4Advice (Curo), Plannr, and Morningstar (Wealthcraft) ensure seamless technology integration. With a focus on integrity, flexibility, and results, Adviser Outsourcing is committed to helping financial advisers thrive in a fast-evolving industry