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 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 working with advisers. Our experienced team can help firms de-risk their business and offer institutional standard investment portfolios to their clients.
Now available on 17 platforms, we offer a range of expertly managed model portfolio solutions and we're also the proud owners of one of the first truly tailored custom portfolio services. Through Copia Custom, we can provide what’s required to match any client’s specific investment objectives.

RBC Brewin Dolphin was founded in 1762 and has grown to become one of the UK and Ireland’s leading wealth managers.

Our scale, experience and highly specialised expertise to manage investments are second to none. Managing your investments in today’s fast-moving markets can be challenging and complex. However, RBC Brewin Dolphin takes on that responsibility for you by monitoring performance, ensuring regulatory compliance, and responding swiftly to changing market events.

We are part of Royal Bank of Canada (RBC):
• A leading, diversified provider of financial services and one of the strongest banks globally
• Top 15 bank globally based on market capitalisation1, with operations in 29 countries
• 94,000+ employees and more than 17 million clients worldwide
1 As at April 30 2025

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.