Our Partners

Our Partners


  • Based in Boston, Fidelity Investments (FMR), has $2.0 trillion assets under management and $4.9 trillion assets under administration
  • Based in Bermuda, Fidelity Worldwide Investment (FIL), the international business, has $276 billion assets under management and $356 billion assets under administration
  • Both firms are private companies owned by their respective employees and the Johnson family
  • Fidelity's private nature affords them the ability to take a long term view
  • Fundamental research is the foundation of their investment philosophy and process

Quilter Cheviot

  • Established in 1771 and as one of the original founders of the London Stock Exchange, Quilter Cheviot remain a leading light in the investment management world.
  • Part of a FTSE 100 company – as part of Old Mutual Wealth, they are a financially secure partner for our clients, with significant resources available to continuously develop the products and services they offer
  • Award winning – the standards we have set have been recognised with the award of a Defaqto 5* rating for our Discretionary Portfolio Service (DPS) and Managed Portfolio Service (MPS) in 2012, 2013, 2014, 2015 and 2016
  • Investing on behalf of over 37,500 clients – across the UK, in Dublin and Jersey, with over £18.0 billion in assets