Investments you can add yourself

Whether an existing client or not you can choose from 1000s of funds and shares to build your customised valuation online, with prices updated daily.

1167 Capital LLP 7IM
7IM Investment Funds 8AM Global LLP
Abacus Financial Services Abbey Life
Aberdeen Asset Managers Limite Aberdeen Asset Managers Ltd
Aberdeen Fund Managers Limited Aberdeen Global Services S.A.
Aberforth Unit Trust Mgrs Ltd Absolute Fund Management
ACPI Investments Limited Activus Wealth Ltd
Aegon AEGON Asset Mgmt UK Plc
AEGON International Aegon/Scottish Equitable plc
Alceda Fund Management S.A Alder Capital DAC
Algebris (UK) Limited Alken Asset Management
AllianceBernstein (Luxembourg) Allianz Global Investors GmbH
Allianz Global Invtrs GmbH(UK) Allied Dunbar International
Alquity Investment Managmt Ltd Altana Wealth Ltd
Alter Domus Management Company Amati Global Investors Limited
Ambassador Life AMG Funds plc
Amundi SGR S.p.A Andbank Asst Management Lux SA
Apollo Asset Management AQR Capital Management
Architas Multi-Manager Ltd Ardevora
Argonaut Capital Partners Artemis Fund Managers Limited
Artemis Investment Mgmt LLP Artisan Partners Gbl Funds PLC
Ashburton Investments Ashmore Investment Mgt Ltd
Aspect Capital Assicurazioni Generali SpA
Atlantic House Fund Management Atlantis Investment Mgmt (Ire)
Aubrey Capital Management Ltd Aurum Funds
Aviva Investors Luxembourg S.A Aviva Investors Pensions Ltd
Aviva Investors UK Fd Serv Ltd Aviva Life & Pensions UK Ltd
AXA IM UK AXA Investment Managers
AXA Rosenberg Management Irela B&CE
Baillie Gifford & Co Ltd Baillie Gifford Worldwide Fund
Bank of Scotland Barclays
Barclays Asset Management Ltd Barclays Bank Plc
Baring Asset Management Limite Baring Intl Fund Mgr (Ire) Ltd
Barings (U.K.) Limited Barings Global Advisers Limite
Barings International Group Barings LLC
Bellevue Asset Management Blackfriars Asset Management L
BlackRock BlackRock (Channel Island)
BlackRock (Luxembourg) S.A. BlackRock Active Selection Fd
BlackRock Advisors(UK) Limited BlackRock Fixed Inc Dub Fd plc
BlackRock Index Selection Fund BlackRock Inv Mgt (Dublin) Ltd
BlackRock Invest Mgrs UK Ltd BlackRock Pensions Ltd
BlackRock Pensions Mgmt Ltd Blue Whale Capital LLP
BlueBay Asset Management BMO
BNP Paribas Asset Management L BNY Mellon Investment Manageme
Boost Management Ltd Braemar Group PCC Limited
Brandes Investment Brooks Macdonald Asset Managem
Brown Advisory LLC Brown Brothers Harriman & Co
Brown Shipley Calamos Advisors
Canaccord Genuity Wealth Mgmnt Canada Life Ltd
Candriam Investors Group Canterbury Life
Capital Group Carmignac Gestion
Carne Global Fund Managers (Ir Carolon Investment Funds plc
Carvetian Capital Mgt Ltd Castle Trust
Castlefield Fund Partners Limi Cazenove Invest Fund Mgmt Ltd
CG Asset Management Ltd Charities Property
Church House Investment Mgmt CIM Investment Management Ltd
City Financial Investment Comp City of London
Clerical Medical Clerical Medical Investment Gr
Close Brothers AM Comeragh Capital LLP
Comgest Asset Management Inter Commerz Funds Solutions S.A.
Consd Life Assur Consistent Unit Tst Mgt Co Ltd
Coral Portfolio Coram Asset Management
Cornelian Asset Managers Coronation Global Fund Manager
Countrywide Assured Plc Coupland Cardiff Asset Mgt LLP
Courtiers Asset Management Lim Coutts & Co (IRL)
CQS (UK) LLP Credo Capital Limited
CRUX Asset Management Limited Cullen Capital Management
Curzon PCC Ltd Darwin Property Invt Mgmt Ltd
Davy Asset Management Davy Funds PLC
DCI LLC Degroof Gestion Institutionnel
Deutsche Asset Management SA Deutsche Global Liquidity
Dimensional Fund Advisors Dimensional Fund Advisors(IRL)
Discretionary Unit Fund Mgrs L DMS Investment Management (Eur
Dodge & Cox WorldwideFunds Plc Doherty Pn&Inv Consultancy Ltd
Dominion Fund Management Ltd Downing LLP
Dundas Partners LLP E.I.Sturdza Strategic Mgmt Ltd
Eastspring Investments (Lux)SA Eaton Vance International Irel
EdenTree Investment Management Edgewood Management LLC
Edinburgh Partners (IRL) EEA Fund Mgmt (Guernsey) Ltd
EFG Asset Management (UK) Limi Engage Mutual
Ennismore Smaller Cos PLC Epoch Investment Partners Inc
Epworth Investment Management Equitile Investments Ltd
Equity Trustees Fund Services European Wealth Investments
Evenlode Investment Management Family Assur Friendly Soc Ltd
Family Investment Management Federated International Funds
Federated Investors (UK) LLP Ferox Capital LLP
Fidante Partners Europe Ltd Fidelity (FIL Inv Mgt IRL Ltd)
Fidelity (FIL Life Ins Ltd) Fidelity FundsNetwork
Fidelity International (FIL In Fidelity International (FIL In
Fiera Capital Europe Finaltis SA
Findlay Park Partners LLP Finexis S.A.
First State Investments (Hong First State Investments UK Ltd
First Trust Fisher Investments Institution
Forester Life Limited Fortem Capital Ltd
FP Russell Investments ICVC Franklin Temp Intnl Serv SARL
Franklin Templeton Funds (UK) Friends Life
Friends Life Funds Limited Frontier Investment Mgmt LLP
Fulcrum Asset Management FundLogic SAS
FundPartner Solutions(Eur)S.A. FundRock Management Company S.
FundRock Partners Ltd Fundsmith
FundsNetwork G10 Capital Limited
GAM (Luxembourg) S.A. GAM Fund Management Ltd
GAM Star (Lux) GAM Sterling Management Ltd
Garraway Capital Management LL GaveKal Capital Ltd
Gemini Capital Management (Ire GLG Partners
GLG Partners LP Global Systematic Investors LL
Goldman Sachs Asset Management GQG Partners LLC
Gramercy Funds Management LLC Greystone Wealth Management
Guardian Guernsey Investment Management
Guinness Asset Management Ltd GVQ Investment Management
H2O AM LLP Halifax Life Ltd
Hamon Asset Management Hargreaves Lansdown Fund Mgmt
Havelock London Ltd Hawthorn Life DAC
HBOS Investment Fd Mgrs Ltd Hedge Invest International Fun
Henderson Global Investors Ltd Henderson Management SA
Heptagon Capital Limited Herald Investment Funds
Hermes Investment Management Hermes Property UT
Heronbridge Investment Mgt Host Capital Limited
HSBC Alternative HSBC Asset Management (IRL)
HSBC Gbl Asset Mgt (HSBC Inv) HSBC Investment Funds (Lux) SA
HSBC Islamic Funds HSBC Life (Europe) Ltd
HSBC Life (UK) Ltd IFML Vitality
IFSL Impax Asset Management Ltd
ING Real Estate Insight (BNY Mellon)
Insight Investment Management Intrinsic Value Investors
Invesco Fund Managers Ltd Invesco Management S.A.
Invesco Pensions Invesco UK Pensions Ltd
Investec Asset Management Luxe Investec Asset Mgmt Guernsey
Investec Fund Managers (UK) Iridian Asset Management LLC
J Chahine Capital James Hambro and Partners LLP
Janus Capital Funds JLT Group
JMFinn & Co JO Hambro Capital Management
John Hancock Advisors LLC JP Morgan Asset Management UK
JP Morgan Funds (Asia) Limited JP Morgan Life Ltd
JPMorgan Asset Mgmt (Europe) S Jupiter Asset Management
Jupiter Unit Trust Mgrs Ltd Kames Capital plc
KBI Global Investors Kennox Asset Management Ltd
Kestrel Investment Partners Kleinwort Benson CI InvtMgtLtd
Kotak Mahindra (UK) Ltd La Mondiale Europartner
Lazard (IRL) Lazard Fund Managers
Legal & General Assurance Soc Legal & General Investment Man
Legal & General Investment Man Legal & General UT Mgr Ltd
Legg Mason Funds ICVC Legg Mason Global Funds Plc
Lemanik Asset Management S.A LF Canada Life Investments
LF Heartwood Investment Manage LF Kleinwort Benson Funds
LF Prudential LGBR Capital LLP
LGIM Liquidity Fund Plc LGT Capital Partners (Irl) Ltd
Lindsell Train Link Fund Solutions Ltd
Liontrust Fund Partners LLP Liontrust Global Funds plc
Lloyds Investment Fund Manager Lloyds TSB Life
Local Authorities Property Lombard Odier
London & Capital London Life
Lord Abbett & Co LLC Lothbury Investment Management
M&G M&G Guernsey
M&G Ireland M&G Luxembourg S.A.
M&G UK M&L Capital Management Ltd
Macquarie Collective Funds PLC Macquarie Fund Solutions
Maitland Institutional Service Majedie Asset Management Ltd
Man Investments Mansard Capital
Mansard Capital LLP Manulife Asset Management UCIT
Maple-Brown Abbott Funds Plc Margetts Fund Management
Marine and General Mutual Marks & Spencer UT Managers
Marlborough Fund Managers Marshall Wace LLP
Matthews Asia Mayfair Capital Inv Management
McInroy & Wood Portfolios Ltd MDO Management Company S.A.
Medical Sickness Annuity &Life Melchior Selected Trust
Mercer Global Investment Mgmt Merian Global Investors (UK) L
Merrill Lynch International MetLife
MFM MFS Meridian Funds
MI Hawksmoor Open End Invt Cm Mirabaud Asset Management (Eur
Mirae Asset Global Investments Miton Asset Management
Miton Trust Managers Limited MitonOptimal Group
MitonOptimal MultiAst Mgt(GRN) ML Capital Asset Mgt Ltd
Momentum Global Funds SICAV Momentum Global Investment Mgt
Momentum Mutual Fund ICC Ltd Monogram Capital Management LL
Montag&Caldwell LLC Montanaro Smaller Co Plc
Moore Fund Administration (IOM Morant Wright Fds Ireland plc
Morgan Stanley Invest Mgmt UK Morgan Stanley Investment Fund
Mori Capital Management MT Fund Management
MultiConcept Fund Management S Muzinich & Co
Natixis Investment Managers Nedgroup Investments (IOM) Ltd
Neptune Investment Management NEST Retirement Funds
Neuberger Berman Europe Ltd Newscape Capital Group
Newton & BNY Mellon Asset Mgmt NFU Mutual Life & Pens
NFU Mutual Unit Managers Ltd Nikko Asset Management Luxembo
NN Investment Partners Luxembo Nomura Asset Management
Nordea Northern Trust Global Investme
NPI Nuveen Global Investors Fd PLC
Oaktree Capital Management (Lu Oasis Global Mgmt Co (IRL) Ltd
Ocean Dial Asset Management Octopus Investments
Odey Asset Management LLP Old Mutl International IOM Ltd
Old Mutual Wealth Old Mutual Wealth Professional
Old Mutual Wlth Life As Co Ltd Oldfield Partners LLP
Omnis Investments Ltd Oppenheimer
Orbis Investments Oxeye Capital Management Limit
Pacific Asset Management Partners Group
Payden & Rygel Pearl Group
Perinvest (UK) Limited PGIM Funds plc
Phoenix Life Phoenix Life & Pension
Phoenix Life Limited Phoenix Unit Trust Managers
Phoenix Wealth Limited Pictet Asset Management (Europ
PIMCO Global Advisors(IRL) Ltd PineBridge Investments Ltd IRL
Plurimi Wealth LLP Polar Capital
Polen Capital Management LLC Policy Selection
Premier Asset Management Prescient Investment Mgt
Prestige Funds Principal Global Investors (Ir
Private Fund Managers (GSY) Prudential Assurance Company
Prudential Pensions Ltd Prusik Investment Mgt LLP
Purisima Investment Fund (CI) Putnam World Trust
Pyrford International Quaero Capital LLP
Quaero Capital SA Quilter Investors Limited
R C Brown Investment Managemen Ranmore Fund Management Ltd
Rathbone Unit Trust Mgmt Ltd Ravenscroft Investment Mgmt
RBS Asset Management Ltd (Dub) ReAssure Limited
Record Currency Management Lim Red Arc Global Investments (Ir
Retirement Advantage River & Mercantile Asset Mgmt
Robeco Luxembourg S.A. Roxbury Asset Management Limit
Royal Bk of Scotland Coll Inv Royal Liver Assurance
Royal London Royal London Asset Mgmt (IRL)
Royal London Mut Ins Soc Ltd Royal London Pooled Pension
Royal London Unit Tst Mgrs Ltd Rubrics Asset Management
Ruffer LLP Russell Investment Company Plc
Russell Investments OpenWorld RWC Partners
S&W Fund Administration Ltd Saltus Partners LLP
Samarang Asset Management SA Sand Aire Limited
Sanlam Investments & Pensions Sanlam Investments UK
Sanlam Universal Funds plc Santander Asset Mgmt UK Ltd
Sarasin Funds Mgt(Ireland)Ltd Sarasin Investment Funds Ltd
Schroder Investment Management Schroder Investmt Mgt(EUR)S.A.
Schroder Property Managers (Je Schroder Real Estate Invest Mg
Schroder UT Managers Scot Legal Life
Scottish Friendly Assurance Scottish Mutual Assurance
Scottish Mutual Invest Mgmt Scottish Provident
Scottish Wid UT Mgr Limited Scottish Widows Invt Sols (inc
Scottish Widows Limited SEB Asset Management SA
SEI Global Asset Funds (IRL) SEI Global Masters Fund Plc
Seilern Investment Management Selestia
Seneca Investment Managers Ltd SKAGEN
SKY Harbor Capital Management Slater Investments
Smith & Williamson Fund Admini Smith & Williamson Investment
SMP Fund Services Limited Somerset Capital Management LL
South River Asset Management L Southeastern Asset Management
Sparinvest (LUX) SPARX Asset Management Co Ltd
SSGA UK St. Jamess Place UK Ltd
St. Jamess Place UT Group Ltd Standard Bank International Fu
Standard Life Standard Life Assurance Co
Standard Life International Standard Life Investments
Standard Life Investments GS Standard Life Trust Management
Standard Life Wealth STANLIB Collective Inv Ltd
State St Global Advisors (IRL) State Street Gbl Advisors LUX
State Street Global Advisors L Stenham Asset Management
Stewart Investors (UK) Stonehage Fleming Investment M
Strat Invest Advisors Group Stratton Street Capital LLP
Sun Life Financial of Canada Sustainable Growth Advisers
SVM Asset Management Ltd SW Mitchell Capital
SYZ Asset Management (Luxembou T. Bailey Asset Management Ltd
T. Bailey Fund Srvs Ltd (ACD) T. Rowe Price
Tavistock Wealth Limited TCW
Teachers Assurance The 140 Investment Managers
The VT Cindabbella Fund ICVC Thesis Unit Trust Mgmt Ltd
Thomas Miller Invest (IOM) Ltd Threadneedle Investment Servic
Threadneedle Management Luxemb Threadneedle Pensions
Threadneedle Unit Trust Mgrs Tiburon Partners LLP
Tideway Investment Partners LL Tilney Fund Managers IRL Ltd
TIME Investments TM Cerno
TM Fulcrum Asset Management Tobam
Tokio Marine Asset Management Treasury Capital Fund Solution
TreeTop Asset Management SA Trilogy Gbl Advisors Intl LLP
Trium Capital LLP Troy Asset Management Ltd
True Potential Investments TSB
TT International TUTMAN LLP
TwentyFour Asset Management LL TwentyFour Global Inv Fds PLC
UBS AG UBS Asset Mgmt Funds Ltd
UBS Life Unicorn Asset Management
Union Bancaire Privee United Friendly
UTI International UTI International (Singapore)
Value Partners Hong Kong Limit Valu-Trac Investment Managemen
VAM Global Management Company Vanguard Group (Ireland) Limit
Vanguard Investments UK Limite Veritas Asset Mgmt LLP
Vermeer Investment Management Virgin Money Unit Tst Mgr Ltd
Vitality Life Ltd Vontobel Asset Management S.A.
Vulcan Value Partners LLC Wadhwani Asset Management LLP
Waverton Investment Management WAY Fund Managers
Wellington Management Funds Wells Fargo Asset Management L
Wesleyan Assurance Society Wesleyan Unit Trust Mgrs Ltd
Westwood Investment Funds Plc William Blair
Winton Capital Management Ltd Wise Funds Limited
Woodford Investment Management Zadig gestion Luxembourg S.A
Zurich Assurance Ltd Zurich Investment Services (UK

Investments we can add for you

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