Brewin Dolphin Profile
Authorised and regulate by the FSA.
History can be dated to 18th Century.
Brewin Dolphin Securities, the largest independent investment manager in the UK, provides personal management of portfolios and financial advice for over 100,000 private clients, charities and pension funds.
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Rathbones Profile
Authorised and regulate by the FSA.
An independent provider of investment and wealth management services for private investors and trustees.
Manages over £11 billion for private clients and trusts.
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St James Place Profile
Authorised and regulate by the FSA.
Has over 400,000 clients worldwide with £16 billion of funds under management.
The company offers a wide range of wealth management services to individuals at various stages in their lives.
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Fisher Profile
Authorised and regulate by the FSA.
History can be traced back to 1931.
The company offers a wide range of wealth management services to individuals and institutions with a specific focus on being tax efficient.
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Charles Stanley & Co Profile
Authorised and Regulated by the FSA.
As a member of the London Stock Exchange since 1852 they are one of the longest established UK brokers.
They are one of the UK's largest independently owned, full service stockbrokers, advising on substantial client funds.
Activities include Portfolio Management, ISAs & PEPs, SIPPS, Execution-only Dealing, Financial Planning, Benefit Consultancy and CS Financial Spreads.
Owned through parent company Charles Stanley Group plc which is traded on the LSE.
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Close Brothers Profile
Authorised and Regulated by the FSA.
Founded in 1878 by William Brooks Close.
The company is listed on the LSE.
Services on offer include Wealth management, Corporate Financial advice, Investment funds and a range of other solutions within the financial services.
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Allenbridge Profile
Authorised and Regulated by the FSA.
Established in 1985.
Provides impartial advice on a range of wealth management services, including fund manager research and appraisal.
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Barclays Wealth Profile
Authorised and Regulated by the FSA.
Barclays Bank Group is listed on the LSE, NYSE and TYO.
Barclays Wealth has over £80 billion worth of assets under management worldwide.
It provides Asset and Investment Management, Private Banking, Financial Planning, Brokerage and Online Services on-shore and offshore.
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Coutts & Co. Profile
Authorised and regulate by the FSA.
History dating to 1962.
Coutts is the international private banking arm of The Royal Bank of Scotland Group, and manages assets for some 98,000 clients worldwide.
The Wealth Management division has three divisions which are Banking services, investment services and wealth protection.
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ThinkEquity Partners LLC Profile
Authorised and regulate by the FSA.
Wealth management division started in 2004.
Started with the intention of managing High net-worth individuals, partnerships and non-profit making organisations.
Services include Asset Allocation, Portfolio Construction, Investment Advisory Services, Consolidated Reporting, Equity and Fixed Income Trading, Hedging and Monetization of Concentrated Equity Positions and Cash Management.
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