Brooks Macdonald is a leading UK investment management firm. Founded in 1991, the firm has grown to become one of the UK’s foremost wealth managers, entrusted with £20.1 billion in client assets. With 35 years' of experience, Brooks Macdonald supports individuals and financial advisers through a comprehensive range of innovative, specialist investment solutions, tailored financial advice, and strong investment performance.

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 reliable, intelligent portfolios powered by rules-based, data-driven and bias-free decision-making, void of human emotion.

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.

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.

RBC Brewin Dolphin started back in 1762 and is now one of the leading wealth managers in the UK and Ireland. It’s scale, experience and highly specialised expertise in managing investments is second to none.
• With over 250 Years of helping investors achieve their goals
• 30+ offices across the UK, Ireland and Channel Islands
• We are part of Royal Bank of Canada (RBC)

RBC is one of the largest and well capitalised banks in the world. RBC has retained its credit rating since the Financial Crisis in 2007/08.