A snapshot of our clients

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

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

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

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

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

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

Monex Europe is leading specialist in commercial foreign exchange.

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

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.

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

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

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.

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

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