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As one of the largest discretionary investment management firms across the UK, Ireland 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 technical support team.
What we offerWe offer a range of services including our bespoke Discretionary Portfolio Service, Tailored Income Service, our award-winning Managed Portfolio Service, our Sustainable Opportunities Funds and our IHT solution, the AIM Strategy.
At Aviva Investors, we combine deep expertise, connectivity, and trusted partnerships to identify growth opportunities and build resilient portfolios that stand the test of time. We currently invest over £261bn (as at 31 March 2026) on behalf of our customers. Our investment platform spans multi-asset, private, and public markets, underpinned by leading sustainability credentials to meet client needs across market cycles. Long-term investment views and an enhanced approach to risk management enable us to deliver solutions designed to last.
Chesnara Life (UK) Ltd, formerly HSBC Life (UK) Limited, is a UK subsidiary of Chesnara plc. Chesnara Life offers its open architecture Onshore Investment Bond as a stand-alone offering or through a range of third-party investment platform partners, all versions of our Bond are supported by the Chesnara Life Business Development Team and provides individual Investors with access to over 4,800 funds from more than 200 Fund Managers. Chesnara Life is committed to delivering good outcomes for Investors and their Advisers, with a focus on the delivery of excellent service based on clear communication and fulfilling customer needs. To find out more, visit chesnaralife.co.uk.
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.
Evelyn Partners is one of the largest UK wealth managers ranked by client assets collectively looking after £67billion (as of 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.
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.
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.
Octopus Investments is a B Corp-certified fund management business that sits within Octopus Group, a group of companies spanning financial services, energy and education. We’ve built our expertise in spaces that make a real difference in financial planning. We’ve designed investments that drive money into the sectors we truly believe in, focusing our efforts on asset classes across venture capital, renewable energy, real estate, healthcare and smaller listed companies.Octopus Group is perhaps most famous for its role in launching Octopus Energy. While we no longer own Octopus Energy, we remain its largest external shareholder and it shares our name.
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.
Rathbones Asset Management is a UK fund manager, with 16.6 billion AUM (as at 31 Dec 2025). We offer actively managed equity, fixed income and multi-asset capabilities including a wide range of sustainable strategies.
We manage your investments with a clear goal: generate alpha consistently over time. Our long-term performance track record as an active, high conviction manager is built on a culture of empowerment, independent thinking, and institutional discipline.
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)
Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients.This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.It's what we stand for: value to investors.
Downing is a responsible investment manager established in London in 1986. We manage £2.5 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 Sept 2025
Established in 2004, Triple Point is an investment manager with a problem-solving mindset and a commitment to leaving the world demonstrably better. With over 220 employees and £2.5 billion of assets under management (as at December 2025), Triple Point connects productive capital with opportunities that deliver both positive impact and strong financial outcomes. The firm invests across Private Credit, Clean Heat, Energy Transition, Social Housing and Venture – supporting business growth, delivering sustainable infrastructure, and addressing some of the UK’s most pressing challenges.Triple Point is a provider of tax efficient and income-generating solutions for advisers and their clients. It is a trusted partners in the adviser-client relationship focused on wealth creation and preserving legacies and works hand in hand with advisers to help deliver solutions to client problems across multiple generations.
Flagstone is a London fintech company that has been changing how people and businesses grow their money since 2015. Flagstone’s is the UK’s largest savings platform by the number of banks and savings accounts on its panel.Flagstone customers can gain access to over 200 general savings accounts from over 65 of the UK’s leading cash savings providers.The platform serves both individual savers and businesses, as well as enabling advisers to offer cash savings solutions to their customers. Flagstone partners with many of the UK’s leading wealth management firms, and powers a broad range of savings products for financial services providers.
