Managers serving high-net-worth households where planning, liquidity and long-horizon portfolio construction sit alongside day-to-day investment management.
This section of the UK Private Wealth Adviser Index is compiled editorially by UK Private Wealth Magazine. Organisations are listed alphabetically. Listing is not an endorsement, and commercial participation has no effect on whether an organisation appears here or where it appears.
Directory available · 5 organisations
Inclusion in the Index is editorial and is not financial, investment or tax advice, nor a recommendation. Check a firm's current regulatory permissions directly with the relevant regulator before appointing it.
Listed alphabetically. Order carries no ranking, score or preference.
Investment Portfolios · Advisory & Execution-Only Services
London (HQ) — national UK network
One of the UK's oldest investment management firms, first appearing as an independent London Stock Exchange member in 1852. Acquired by Raymond James Financial in 2021 and now trades under the Raymond James Wealth Management banner in the UK.
Discretionary Investment Management · Financial Planning · Intermediary Services
UK — national network, part of Investec Group
UK wealth management subsidiary of Investec Group, with reported client AUM in the £40 billion-plus range. In the process of combining with Rathbones to form one of the UK's largest discretionary wealth managers.
Discretionary & Advisory Investment Management · Advisory Stockbroking · Wealth Planning
Mayfair, London (HQ) — offices across England
Independently owned wealth management and advisory stockbroking firm founded in 1989, giving clients access to equities, bonds, funds, commodities and currencies across more than 30 markets. Known for a relationship-led, high-street-accessible service model distinct from larger institutional wealth managers.
Discretionary Investment Management · Financial Planning · Intermediary Services
London (HQ) — national UK network
UK wealth manager with roots dating back to 1742, listed on the London Stock Exchange. Rathbones has been in the process of combining with Investec Wealth & Investment UK to form one of the UK's largest discretionary wealth managers, with combined pre-merger client AUM in the £100 billion-plus range.
Discretionary Investment Management · Financial Planning · Charity Investment
London (HQ) — over 30 UK, Jersey and Ireland offices
One of the UK's largest wealth managers by office footprint, tracing its history to 1762. Acquired by Royal Bank of Canada in 2022 for £1.6 billion, with reported AUM of £51.7 billion (2022). Provides investment management and financial planning to individuals, companies, intermediaries and charities.
Organisations are identified through UK Private Wealth Magazine's editorial research and through applications and nominations received on this site. Every entry is reviewed before publication, and entries are recorded only at the level the source material supports — where a website, regulatory statement or third-party recognition has not been confirmed, it is omitted rather than estimated.
Listings are presented alphabetically. Commercial placements are shown separately and labelled. The Index does not publish ratings, scores or rankings.
Firms working in private wealth managers — hnw can apply for inclusion. Family office principals and wealth owners can put forward an adviser for the Family Office Choice nomination programme. Corrections to an existing entry are welcome at any time.
