We have created a panel of Investment Partners so you can benefit from a combination of value and service. Investment Partners provide an integrated, fee-saving option by reporting data to us electronically. These electronic data feeds provide automatic, daily updates to our systems, which you can access through our secure portal.
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.
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 or Sales support on 01473 296 950. Alternatively you can refer to the Full List of investment firms here.
Investment Partner
A
Aegon (Cofunds Ltd)
AFH Independent Financial Services Limited
Alpha Portfolio Management
Amber Financial Investments Limited
Ascentric
B
Balkerne Asset Management
Barker Poland Asset Management LLP
Barratt & Cooke
Bordier & Cie (UK) plc
BoulterBowen WealthCare
Bowmore Asset Management
Brewin Dolphin Limited
BRI Wealth Management plc
Brooks Macdonald Asset Management Limited
BullionVault
C
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
Close Brothers Asset Management
Cornelian
Credo Capital plc
F
Fidelity Investment Services Ltd / Fidelity Funds Network
Fieldings Investment Management Limited (where Charles Stanley or Smith and Williamson are used as custodian)
Fusion Wealth
G
Global Preservation Strategies
Gore Browne Investment Management
GPIM Limited
H
Handelsbanken
Harris Rose & Partners
Hawksmoor Investment Management
Hurley Partners Ltd
I
IFPC
Investec Wealth & Investment Limited
IPS Capital
J
J M Finn & Co
James Brearley & Sons
James Hambro & Partners LLP
K
Killik & Co
L
Leodis Wealth
LGT Vestra LLP
M
Manorbridge Investment Management
Mattioli Woods plc
McInroy & Wood Limited
Metis Asset Management
Mountstone Partners Ltd
Myddleton Croft
N
Novia Financial plc
O
Old Mutual Wealth
P
Parmenion
Pershing Securities Limited (please contact us to find out if any associated firms are acceptable)
Platform One
Price Value Partners Ltd
Prudential TIP (transaction fees will apply)
Psigma Investment Management Limited
Q
Quilter Cheviot Limited
R
R C Brown Investment Management plc
Rathbone Investment Management Limited (including Rathbone Greenbank Investments)
Raymond James Investment Services
Redmayne-Bentley Stockbrokers
Rowan Dartington
Ruffer
S
Sanlam Private Investments (UK) Ltd
Saranac Partners Limited
Selftrade
Seven Investment Management LLP
SG Kleinwort Hambros Bank Ltd
Smith & Williamson Investment Management
St Johns Asset Management
Standard Life Wealth
Stocktrade
Succession Investment Platform
T
T Bailey Fund Services (restrictions and transaction fees will apply, please contact us)
Tee Financial plc
Thesis Asset Management
Tilney
Tilney for Professionals
Transact
True Potential Investments LLP
U
UBS AG
UK Portfolio Management Ltd
V
Veritas Investment Management LLP
Vermeer Investment Management Limited
W
W H Ireland
Walker Cambria
Walker Crips Investment Management Limited
Waverton Investment Management
Wellian Investment Solutions
Whitechurch Securities Limited
Williams Investment Management LLP
Windsor Private Office IM
Wren Sterling Wealth Platform