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.
We bring together high-quality financial advisers and best-in-class technology solutions with a vision to create the most effortless and rewarding financial planning experience. Our award-winning proprietary solutions cover practice management, compliance, platform, client portal and investment solutions. Built by planners for planners and designed to support advisers at every step of the journey; getting started, running your business more productively and efficiently, accelerating growth, or realising value. We have partnered with advisers for over 30 years’, delivering efficiency, consistency and simplicity for great adviser and client outcomes. Our tightly integrated software, with one, secure, intelligent sign-on delivers a single point of access to systems that share the same live data, for greater peace of mind. Our practice financing and buy-out options, with structured integration planning by our dedicated team, provide a long-term partnership approach to suit both buyer and seller. With £22 billion assets under management, £5+ billion in DFM solutions, 1800+ high-quality advisers and 550+ dedicated staff, we’re creating a financial planning experience that sets a new benchmark. We call it The Benchmark Difference.
Morningstar Wealth brings together capabilities from across Morningstar's global business, to meet the specific needs of financial advisers, their businesses and the clients they serve. Over 255,000 advisers work with Morningstar around the world. The Morningstar Wealth Solutions team has been created to work exclusively with strategic partners to create an end to end investment and business solution; enabling scale and to power your biggest opportunities.
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.
Premier Miton is a genuinely active investment firm with a unique point of view. We believe in giving our fund managers a blank sheet of paper to work from to express their ideas and couple that with a strong governance framework. This, we believe, encourages differentiated, original investment thinking. In our view, it’s not thinking differently that’s risky, it’s thinking the same that is.Premier Miton was formed in November 2019 from the merger of Premier Asset Management Group PLC and Miton Group PLC, two companies with origins dating back to the 1980s The merger brought together the capabilities, expertise and specialist knowledge of two highly regarded companies to create a new asset management company. A company with a point of view designed to foster original thinking.Our clients’ investments with us are actively managed by our different specialist investment teams, who are empowered to employ their own proven and distinctive investment approaches with the aim of helping them achieve their long-term investment objectives. Our strategies include fixed income, UK & global equities, absolute return and multi-asset, through a selection of funds, trusts and a managed portfolio service.We also believe it is important that we act responsibly, including in our approach to investing, to managing the environmental impact of our operations, to the Premier Miton team including diversity and inclusion, wellbeing and personal development, and our approach to our community.
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.