A snapshot of our clients

We work with companies large and small, including some of the world’s best-known banks, insurance companies, asset management companies and investment funds.  Below you will find a list of some of our clients.

Cazenove Capital

Cazenove Capital is one of UK’s leading wealth management companies providing bespoke, discretionary and advisory investment services.

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Computershare

Computershare is a global financial administration company and is regulated by the FCA.

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Fiske Plc

Fiske Plc is an independent stockbroking and investment firm based in London.

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FNZ

FNZ is a financial technology company specialising in providing investment platforms to major financial institutions in the financial services and wealth management sectors.

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Liberum

Liberum is an independent investment bank providing exceptional advice and executing capabilities to clients to help them grow.

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Link Fund Solutions

Link Fund Solutions provides industry leading fund administration solutions to traditional and alternative funds based in the UK, Ireland, Jersey and Luxembourg.

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Monex Europe

Monex Europe is leading specialist in commercial foreign exchange.

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Nucleus Financial

Nucleus Financial is an award-winning fintech company that provides an online wrap platform for financial advisers.

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OSTC Group

OSTC group is a pioneering global proprietary trading company with a growing international network. The company, through its consultancy and coaching, is building a future where anyone can trade from anywhere with impact.

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Psigma Investment Management

Psigma Investment Management is an investment management company that provides bespoke investment portfolio management to private clients, charities,trusts and pension funds.

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Quilter Cheviot

Quilter Cheviot is one of the UK’s largest discretionary investment management firms offering bespoke portfolio management services to over 40,000 clients.

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R.J. O'Brien Limited

R.J. O’Brien Limited is a multi-asset broker and clearer in London that offers electronic and high touch voice brokerage serves on futures, CFDs, equity CFDs, equities and single stock options.

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Santander UK plc

Santander UK is one of the leading personal financial services companies in the UK, and one of the largest providers of mortgages and savings.

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True Potential LLP

True Potential LLP is an award-winning financial services and technology organisation, currently working with close to 20% of UK financial advisers

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