Orbis Investments
Orbis has been creating value for clients for more than 30 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.

Clever provides a range of investment solutions including the Clever Marlborough Managed Portfolio Service and a software system called Clever Adviser which helps financial planners manage their own in-house portfolios more efficiently.

These solutions utilise our proprietary fund screening technology, the CleverEngine, which aims to eliminate the detrimental influence of human emotions on investment decisions, helping to achieve more reliable outcomes for investors.

The CleverEngine has been powering portfolios for over 15 years. It assesses, scores, and ranks over 4000 UK domiciled funds monthly, identifying successful funds to be included in portfolios and flagging underperforming funds that should be removed.

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020. With £55.6 billion of assets under management (at September 2023) and 187 years of experience, our objective is to provide you with an investment solution that complements the service you already deliver to your clients.

Our proposition consists of our bespoke discretionary portfolio service (DPS), an AIM portfolio service and three different types of Model Portfolio services, the range includes “Active” MPS which makes use of investment companies, “Core” MPS which has a lower cost basis and our “Sustainable” MPS which is our ESG offering.

Guinness Global Investors is an independent active fund manager specialising in long-only equity funds and private equity investments and established in 2003 by founder and chairman Tim Guinness. Our specialist disciplines of equity income, energy, innovation and Asia offer exposure to key themes to help investors achieve their investment goals. Active management, high conviction, value and stewardship are central to our philosophy and they are delivered through concentrated, equally weighted portfolios

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 a B Corp-certified investment company for investors who believe their money can be a force for good. We’re on a mission to invest £50 billion in the people, ideas and industries that will change the world.

Today, we invest the £13 billion* 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.
*Includes undrawn commitments, funds under advisory mandates, funds monitored and the Octopus Cash service as of 30 September 2023.

Quilter Investment Platform Limited and Quilter Life & Pensions Limited are part of Quilter plc, a leading UK-focused wealth manager, providing advice-led investment solutions and investment platform services to over 478,000 customers (as at 31 March 2024).
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.

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 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.

Founded in 1804, Schroders is one of Europe’s largest independent investment management firms by assets under management. Our purpose is to provide excellent investment performance to clients through active management. The business channels capital into sustainable and durable businesses to accelerate positive change in the world. Schroders’ business philosophy is based on the belief that if we deliver for clients, we deliver for Shareholders and other stakeholders.
Schroder Investment Solutions offers a series of award-winning 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 £5 billion (as at 31.03.2023) across our range of solutions.

*Schroder Investment Solutions was named Best Model Portfolio Service at the Professional Adviser Awards 2022 and 2023. Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority. For regular Schroder Investment Solutions updates by e-mail please register here.

SimplyBiz provides the very highest quality of comprehensive compliance and business support to the 5 000 financial advisers throughout the UK who choose to use our services. During our successful nineteen year history we have never lost sight of our primary purpose – to provide support and guidance to directly authorised firms in every area of their business. Every decision about our proposition and development over the past two decades has been made after asking ourselves one simple question; will this benefit the firms we serve and their clients? Each staff member of our 500+ strong team understands that advisers and their needs are central to everything we do and our culture and ethos places the firms we serve firmly at the heart of everything SimplyBiz does. We offer the experience, expertise and regulatory guidance that puts advisers firmly in control of their own businesses.

Established in 1836, Legal & General is one of the UK's leading financial services groups and a major global investor, with over £1.2 trillion in total assets under management* of which 39% is international. We have a unique and highly synergistic business model, which continues to drive strong returns. Legal & General provides powerful asset origination and management capabilities directly to clients, which also underpin our leading retirement and protection solutions. We are a leading international player in Pension Risk Transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. Our purpose is to improve the lives of our customers and create value for our shareholders. Through inclusive capitalism, we are investing in long-term assets, such as real estate and infrastructure, that can help build a better society for the future.

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 £283m in investments (data correct as at 31 December 2023).

8AM Global is a leading boutique asset manager specialising in innovative Model Portfolio Service (MPS) solutions.

Founded in 2006, our team has been dedicated to crafting and delivering top-tier MPS since 2015.

We prioritise data-driven investing and transparency.

By minimising human bias and leveraging advanced analytics, we aim to deliver consistent top-quartile returns at low cost.

Our focus on clarity and efficiency ensures exceptional value for our clients.

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.

TIME Investments is a specialist investment manager focused on delivering long-term investments that seek consistent and attractive risk-adjusted returns. We take a deliberately defensive approach investing in asset-backed and income generating assets, predominantly through infrastructure, real estate and lending. TIME Investments has a long track record in fund management with over 30 investment specialists within the renewables, lending and property teams.

“We are Antony George,
The UK’s First Financial Planning Subscription based Recruitment Agency.
Our expertise are recruiting Financial Advisers, Mortgage Advisers, Paraplanners, and Administrators.
Beyond recruitment, we excel in strategic business planning, we strive to elevate our clients businesses to the highest standard in every way that we can.
We host the largest WhatsApp community groups for Advisors, Paraplanners and Ops/Managers within the Financial Planning space, creating an atmosphere and space that encourages long-term support and meaningful relationships within the industry.
Antony George prides itself on being different, motivational, and positive.”

Leading Professional Trustee Service provider, offering a distinctive array of Flexible Reversionary Trusts designed to safeguard family wealth for future generations. With over 25 years of proven innovation and expertise, we specialise in guiding families through the transition of wealth, at a time when unprecedented levels of assets are set to pass down to the heirs of the baby boomer generation. Our tailored solutions ensure ongoing access to accommodate changes in circumstances, overcoming many barriers to making lifetime gifts into Trust. Discover how our services can support your clients on their journey towards securing their legacy with confidence and peace of mind.