Reply To: Active Wealth Management UK Providers

#155549
Avatar photoRisa Harvey
Participant

🏢 Major Wealth Managers
Provider What they do / strengths
Evelyn Partners (formerly Tilney Smith & Williamson) Offers both discretionary & active portfolio management, plus financial planning. AUM ~ £60-£65 billion.
Wikipedia

Brooks Macdonald Specialises in discretionary investment management, wealth planning for high-net-worth individuals.
Wikipedia

Quilter plc Wealth & investment management for different client segments; combines active and advisory services.
Wikipedia

St. James’s Place Large public wealth management / advice firm; big reach in the UK.
Wikipedia

Killik & Co Independent firm focused on personalised advice, discretionary investment, trusts, tax, etc.
Wikipedia

RBC Brewin Dolphin Strong presence in the UK, with lots of experience on investment & financial planning for individuals, companies, charities.
Wikipedia

Coutts Very high-net-worth clients; bespoke portfolio construction, risk management, global investment views.
coutts.com

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