Discretionary Fund Managers and Investment Partners

Investment Partners

Over 200 approved investment firms

You can appoint an investment firm of your choice to manage investments on either a discretionary, advisory or execution only basis. We provide access to a wide range of firms and we are happy to work with any new investment firm that meets our due diligence requirements. Most of our products are able to hold accounts with multiple investment managers at the same time.

You are responsible for deciding which FCA-regulated investment firm you should use for your investments as Curtis Banks are unable to provide advice. The panel of investment firms is reviewed regularly and if any  investment firms fail to meet our ongoing requirements, we will contact you to advise of any changes if your plan is affected.

Please see below a list of over 200 approved investment firms that we already have relationships with. You can see our Full List of investment firms here.

If you would like to access an investment firm or platform that is not on the list of Investment Partners below please contact your local Business Development Manager.

How to invest

To learn more about how to invest via an investment firm, please refer to our Investment Processes page.

Your Future SIPP

We have created a panel of Investment Partners so you can benefit from a combination of value and service. Investment Partners provide an integrated option by reporting data to us electronically, allowing us to pass on fee savings to you.

These electronic data feeds provide automatic, daily updates to our systems, which you can access through our secure portal.

A
Aberdeen Standard Capital
Aegon (Cofunds Ltd)
AFH Independent Financial Services Limited
AJ Bell (InvestCentre)
Albert E Sharp
Alington Ruthin Stockbrokers and Investment Management
Alpha Portfolio Management
Amber Financial Investments Limited
Arbuthnot Latham
Artless Wealth Ltd
Aubrey Capital Management Ltd
Avellemy Private Wealth

B
Balkerne Asset Management
Barclays Wealth
Barker Poland Asset Management LLP
Barratt & Cooke
Bordier & Cie (UK) plc
BoulterBowen WealthCare
Bowmore Asset Management
BRI Wealth Management plc
Brighton Capital Management
Brooks Macdonald Asset Management Limited
Brown Shipley & Co Ltd
BullionVault

C
Callanish Capital Ltd
Canaccord Genuity Wealth Management
Cardale Asset Management Limited
Casterbridge Wealth Ltd
Cazenove Capital Management
CG Wealth Planning Limited
Charles Stanley & Co Limited
Church House Investments Limited
City Asset Management plc
City of London Markets
Close Brothers Asset Management
Connor Broadley Ltd
Credo Capital plc
CS Investment Managers
Cube Capital Limited

D
Dowgate Capital Limited

E
EFG Harris Allday
Eighteen 48 Partners Limited
EQ Investors
Evelyn Partners Services Limited

F
Fidelity Investment Services Ltd / Fidelity Funds Network
Fieldings Investment Management Limited (where Charles Stanley or Smith and Williamson are used as custodian)
First Equity Limited
Fiske plc
Fusion Wealth

G
Global Preservation Strategies
Gore Browne Investment Management
GPIM Limited

H
Handelsbanken Wealth Management
Harris Rose & Partners
Hawksmoor Investment Management
Hobart Capital Markets LLP
Hurley Partners Ltd

I
IFPC
Insignis Cash Solutions
InterestMe
Invest N Grow
Investec Wealth & Investment Limited
IPS Capital LLP

J
J M Finn & Co
James Brearley & Sons
James Hambro & Partners LLP

K
Killik & Co
Kingswood Holdings Limited

L
Leodis Wealth
LGT Vestra US
LGT Wealth Management
Lincoln Private Office
Lombard Odier
London Stone Securities
Luna Investment Management

M
M&G Wealth
Manorbridge Investment Management
Mattioli Woods plc
MB capital
McInroy & Wood Limited
Metis Asset Management
Mountstone Partners Ltd
MPL Wealth Management Limited
Myddleton Croft Investment Managers

O
Odey Wealth Management Limited

P
Parmenion
Patronus Partners Limited
Performance Wealth Management
Pershing Securities Limited (please contact us to find out if any associated firms are acceptable)
Platform Securities
Price Value Partners Ltd
Progeny Asset Management Ltd
Prudential TIP (transaction fees will apply)
Psigma Investment Management Limited
Ptarmigan Capita
Punter Southall Wealth

Q
Quartet Investment Managers
Quilter (Old Mutual Wealth)
Quilter Cheviot Limited

R
R C Brown Investment Management plc
Rathbone Investment Management Limited (including Rathbone Greenbank Investments)
Raymond James Investment Services
RBC Brewin Dolphin
Realm Investment Management Limited
Redmayne-Bentley Stockbrokers
Ridgeway Investment Management
Rowan Dartington
Ruffer

S
S I Capital
Saltus Partners LLP
Sanlam Private Investments (UK) Ltd
Saranac Partners Limited
Sarasin & Partners
Schroders Personal Wealth
Scottish Widows
Seven Investment Management LLP
SG Kleinwort Hambros Bank Ltd
Sorbus Partners LLP
St Johns Asset Management
Stanhope Capital
Stocktrade
Stonehage Fleming Investment Management Limited
Succession Investment Platform

T
T Bailey Fund Services (restrictions and transaction fees will apply, please contact us)
TAM Asset Management Ltd
Tees Financial plc
Thesis Asset Management
Thorntons Investment Management Limited
TIML (Tacit Investment Management)
Transact
Tribe Impact Capital
True Potential Investments LLP
Tyndall Investment Management

U
UBS AG
UK Bond Network
UK Portfolio Management Ltd

V
Veritas Investment Management LLP
Vermeer Investment Management Limited
Voyager Asset Management

W
W H Ireland
Walker Cambria
Walker Crips Investment Management Limited
Waverton Investment Management
Wealthtime
Wellian Investment Solutions
Whitechurch Securities Limited
Whitman Asset Management
Williams Investment Management LLP
Windsor Private Office IM
Wren Sterling Wealth Platform