Wealth Management

Brooks MacDonald

Brooks Macdonald Group plc, through its various subsidiaries, provides leading investment management services in the UK and internationally. The Group, which was founded in 1991 and began trading on AIM in 2005, had Discretionary Funds Under Management of £17.9 billion as at 31 March 2024.

Evelyn Partners

We are the UK’s leading integrated wealth management and professional services group, so we can look after our clients’ combined wealth and tax needs, personal and business.

Quilter Cheviot Investment Management

Quilter Cheviot’s discretionary investment management services are for anyone seeking tailored wealth management. Our services are for private clients, charities, trustees, and professional partners with straightforward or more complex needs.

Shore Capital

An independent investment group specialising in equity capital market activities, alternative asset management and principal finance.