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/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
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 BNP Paribas Asset Management L
BNY Mellon Investment Manageme Boost Management Ltd
Braemar Group PCC Limited Brandes Investment
Brown Advisory LLC Brown Brothers Harriman & Co
Brown Shipley Calamos Advisors
Canaccord Genuity Wealth Mgmnt Canada Life Ltd
Candriam Investors Group Canterbury Life
CapitaI International Fund Man 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
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
European Wealth Investments Evenlode Investment Management
F&C (BMO Global Asset Manageme F&C CYM (BMO Global Asset Mana
F&C IRL (BMO Global Asset Mana F&C Lux (BMO Global Asset Mana
Family Assur Friendly Soc Ltd Family Investment Management
Federated International Funds Federated Investors (UK) LLP
Ferox Capital Management 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
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 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 Global Asset Managemen Invesco Management S.A.
Invesco Pensions Invesco Perpetual Fund Mgrs
Invesco Perpetual UK Pens 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
Kempen Capital Management N.V. 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 LendInvest Capital
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 LGT Capital Partners Ltd
Lindsell Train Link Fund Solutions Ltd
Liontrust Fund Partners LLP Liontrust Global Funds plc
Liontrust Investments Limited Lloyds Investment Fund Manager
Lloyds TSB Life Local Authorities Property
Lombard Odier London & Capital
London Life Lord Abbett & Co LLC
Lothbury Investment Management Luxembourg Fund Partners SA
LV= LVFS Ltd
M&G M&G Guernsey
M&G Ireland M&G Securities Limited
M&G UK M&L Capital Management Ltd
Macquarie Collective Funds PLC 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
Marlborough Internatnl Mgt Ltd 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 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
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 Odey Asset Management LLP
Old Mutl Glbl Investors(UK)Ltd 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
RLAM Ltd RLUM (CIS) Ltd
Robeco Luxembourg S.A. Roxbury Asset Management Limit
Royal Bank of Scotland (JSY) 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 S&W Fund Administration Ltd
Saltus Partners LLP Samarang Asset Management SA
Sand Aire Limited Sanlam FOUR Investments UK Ltd
Sanlam Investments & Pensions 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 Somerset Capital Management LL
South River Asset Management L Southeastern Asset Management
Sparinvest (LUX) 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 Investment 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
Stonehage Investment Partners 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 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

View the list of Fund Managers we add and update automatically.

Click Here