We have been at the heart of investment since 1995.
Our audience is responsible for managing over £2 trillion in private client money and generates nearly £8 billion in annual tax revenues for the UK Exchequer.
Our audience can be split into four key segments:
The Family Offices offer a broad, full-service to clients and range from investment advice in overseas markets down to regional advice to this ultra high net worth customer base.
Whether working in banks private banks, independent wealth management firms, insurers, stockbrokers or for networks these highly valuable group of researchers, analysts and asset allocators research and create the buy-lists for their firms. At the heart of the fund selection process, they are responsible for huge flows of asset under management across the industry.
Private Client Investment Managers (PCIMs)
The ‘private client investment manager’ segment is the traditional home of investment related financial services to wealthy individuals. PCIMs specialise in investment advice through creating portfolios and asset allocation models as well as ongoing portfolio management through the cycle.
Wealth Managers and Financial Planners
The IFA market in the UK has long been seen as a provider of financial planning and portfolio support to the retail market and mass affluent across the country. This resilient, innovative and valuable group of professionals form a key part of the UK retail financial services market.