Our Partners

We have selectively partnered with a number of leading investment and technology providers, to help us deliver our integrated financial services solution. Our relationships are reviewed on an ongoing basis to ensure you continue to receive a market leading proposition and superior level of service.

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Technology Infrastructure and Reporting

  • Standard Life

    Standard Life provides the underlying technology infrastructure and reporting tools we use to manage our portfolios and communicate with clients on an ongoing basis. We selected Standard Life after a rigorous due diligence process and based our decision on their dedication to innovating their platform and their position as an award winning provider of technology solutions for financial advisers within the UK.

Investment Implementation

  • SEI

    SEI is the provider we have selected to manage the investment implementation for our client portfolios. Founded in 1968, SEI is a leading provider of manager-of-manager investment services to corporations, financial institutions and affluent individuals around the world. Pioneers of asset allocation thinking, they are responsible for creating our risk-based portfolios, ongoing manager selection, monitoring and replacement.

  • UBS

    We use UBS for the discretionary management of some of our client portfolios. UBS are one of the world's leading wealth managers, a top tier investment bank and one of the largest global asset managers. UBS Discretionary Portfolio Management offers the ideal investment solution for investors who want to profit from the global expertise of UBS and who prefer to delegate day-to-day investment decisions for their portfolio to a dedicated team of experts.