Wealth Management Companies in United Kingdom (UK)
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List of Wealth Management companies in United Kingdom (UK)
33 companies
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We support clients across the entire project lifecycle, leveraging our deep understanding of construction regulations, architectural design, and building regulation approval processes. With a focus on delivering exceptional results, XIX Investments combines investment acumen with practical construction and project management skills, ensuring projects are completed on time and within budget. We are a trusted partner for those navigating the complexities of property development and investment in the UK.
Our expertise lies in structuring investment through equity and debt instruments, aligning with investors’ cashflow profiles and supporting the delivery of new, purpose-built properties. Horizon is an FCA-authorized and regulated investment manager, committed to integrity, innovation, and delivering positive social impact. We currently manage c£400m AUM across various strategies.
The Peel Group is a leading infrastructure, transport, and real estate investment firm based in Manchester, UK. For over 50 years, we’ve focused on long-term sustainable growth through capital recycling and visionary regeneration projects, primarily in the North of England. We’re a family-owned enterprise dedicated to positively impacting people’s lives. Our investments span land and property, transport and logistics, and low carbon energy, reflecting a commitment to building a resilient and thriving future. Infrastructure, transport, and real estate are at the heart of our operations.
Established in 1971, The Peel Group has a proud history of transforming landscapes and creating lasting value. We’ve built a reputation for determination, perseverance, and patience, consistently delivering on our promises and upholding our long-term vision. We’re committed to responsible investment and community engagement.
Peel Group’s strategic aim is to grow the value of our investments over decades by recycling capital into long-term sustainable projects. We pride ourselves on enhancing people’s lives through our projects and fostering strong partnerships.
We provide a comprehensive online platform offering a wealth of resources, including a structured blog mirroring our flagship book, *Market Mastery*, and a vibrant community forum. Our mission is to cut through the noise and deliver honest, insightful information on topics such as trading, investing, risk management, and diversification.
Kallisti Capital Investment focuses on delivering accessible financial education through a variety of formats – from regular newsletters and online courses to video tutorials and expert analysis – helping users build robust investment strategies and protect their capital. We are committed to fostering a transparent and open community, providing the tools and knowledge needed to achieve financial freedom.
Bure Valley distinguishes itself through a strict investment philosophy: the company only recommends opportunities in which its own team is personally invested, ensuring alignment and accountability. The platform serves as a bridge between early-stage companies seeking growth funding and sophisticated investors targeting niche equities, UK film, and property sectors with preferential tax treatment. Notable for delivering fast, effective fundraising support—clients have increased their targets following Bure Valley's engagement—the firm has helped startups progress from concept to development and commercial traction.
With a small, focused team of around 7 staff members, Bure Valley combines traditional investment due diligence with a forward-looking approach to identifying the next generation of industry-transforming companies.
Our team of 170 specialists leverages 20 years of leadership experience and a proven track record of managing over 750,000 sqf of NHS portfolio assets valued at over £400M. We offer future-proof healthcare real estate solutions, addressing challenges related to evolving technology, new developments, and the impact of COVID-19, while partnering with the NHS to support the adoption of an Integrated Care System.
Capital Generation Partners is a London-based private investment office dedicated to delivering investment portfolios to families, trusts, and endowments. We combine world-class investment strategies with the personalized service of a family office, offering expertise in portfolio management, direct investment, and real estate. Our approach centers on thinking like investors, managing capital with a long-term perspective and a commitment to responsible capital. Investment expertise and direct investment are core to our service offering, alongside a focus on building diverse and dynamic portfolios.
At Capital Generation Partners, we understand the unique needs of our clients – large pools of capital for families, endowments, and individuals – and strive to create portfolios that not only protect capital but also put it to effective use. We’re a partnership with no external shareholders, ensuring alignment with our clients’ interests. Our team combines institutional backgrounds with diverse expertise, fostering fresh thinking and a commitment to clarity, generosity, and performance.
Regulatory oversight and a commitment to independence are fundamental to our operations. We’re authorised and regulated by the Financial Conduct Authority, and our founders’ background ensures that acquisition isn’t on our agenda.
Eco Initiatives is a UK-based investment partnership specializing in sustainable and environmentally focused opportunities. We connect investors with impactful projects designed to generate both financial returns and positive environmental outcomes. Our expertise lies in identifying and facilitating investments in companies and initiatives driving a greener future, supporting the transition to a more sustainable economy.
We work with a network of leading experts to deliver exceptional investment opportunities. We are dedicated to responsible investment and creating a lasting positive impact.
With a focus on rigorous due diligence and strategic allocation, Cambrial Capital empowers clients to capitalize on the growth potential of this dynamic market. Since 2005, we’ve been dedicated to connecting investors with top-tier digital asset expertise, building trust and delivering consistent returns.
Structured Holdings’ expertise extends to investment scenarios such as recapitalization, acquisition finance, and corporate divestitures, making us a trusted partner for strategic growth and value creation. Our commitment to long-term partnerships and a focus on assets valued between $20M and $250M solidify our position as a key player in the asset syndication market.
Aurient Ltd is a Belfast-based investment firm specializing in strategic capital deployment and value-added support for innovative businesses. We leverage a team of seasoned investors with over 100 years of combined experience in technology, software, and business management, drawing on expertise from organizations like NASA and BT. Our approach focuses on nurturing early-stage ventures, providing not just financial resources but also strategic guidance and operational support.
We are dedicated to fostering sustainable growth and delivering exceptional returns for our investors. We help businesses scale and achieve their full potential.
Harvester Capital Limited is a Warrington-based investment management firm specializing in developing high-growth potential investment opportunities for the UK intermediary market. We focus on identifying and cultivating non-correlated investments that outperform traditional options. Our team provides bespoke investment strategies tailored to meet the specific needs of our clients.
We are dedicated to delivering superior returns through careful due diligence and a proactive approach to market analysis. We serve a network of financial intermediaries seeking to enhance their portfolios with innovative and impactful investments. Our expertise lies in uncovering hidden value and capitalizing on emerging trends within the UK investment landscape.
We pride ourselves on building strong, transparent relationships with our clients, offering a truly personalised and proactive service. We cater to high-net-worth individuals seeking sophisticated investment approaches and expert guidance within the UK investment landscape. Our commitment to client success is underpinned by a deep understanding of market dynamics and a disciplined investment process.
With a commitment to responsible investment and community development, exemplified by our flagship sustainable garden village, Welborne, Buckland Capital Partners delivers value through a patient, entrepreneurial approach, fostering innovation and driving long-term economic and social impact.
We focus on investments in individuals with strong track records or compelling ideas, offering a collaborative partnership to drive growth and success. With over 30 years of experience, Ferranti delivers tailored investment and advisory services to help companies achieve their full potential.
Company Name | Location | Category | Employees | Website |
|---|---|---|---|---|
Birmingham, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | http://www.xix.com | |
Brighton and Hove, United Kingdom (UK) | Finance and Banking +1 Finance and Banking, Professional Services | 2-10 | https://jpswealthmanagement.co.uk | |
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | http://www.horizon-infra.com/ | |
Cheltenham, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | http://www.huttlestoneresidentialproperty.co.uk | |
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 200-500 | http://www.merian.com | |
Great Shelford, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | http://www.advisecapital.co.uk | |
Manchester, United Kingdom (UK) | Finance and Banking Finance and Banking | 30-50 | https://www.peel.co.uk/ | |
Doncaster, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | https://www.kallisticapitalinvestment.com/ | |
London, United Kingdom (UK) | Finance and Banking +1 Finance and Banking, Information Technology | 200-500 | https://freetrade.io/ | |
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | https://www.rosecut.com/ | |
Badersfield,, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | https://burevalleygroup.com/ | |
Stockport, United Kingdom (UK) | Finance and Banking Finance and Banking | 200-500 | http://www.cyan.org.uk/ | |
Milton Keynes, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | https://www.transtation.co.uk | |
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | http://www.goldstatecapital.com | |
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | http://www.feiafrica.com | |
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 30-50 | http://www.capgenpartners.com | |
Royal Tunbridge Wells, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | http://www.ecoinitiatives.co.uk | |
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | https://cambrial.com | |
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 10-20 | http://structuredholdings.com | |
Long Crendon, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | http://www.transparencydata.co.uk/about-the-service.php | |
Chelmsford, United Kingdom (UK) | Finance and Banking Finance and Banking | 10-20 | http://www.colonialcapital.co.uk/ | |
Slough, United Kingdom (UK) | Finance and Banking Finance and Banking | 10-20 | http://www.grosvenorcapitalmanagement.com/ | |
Edinburgh, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | https://www.ashfount.com | |
Belfast, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | http://www.aurientinvestments.com | |
Warrington, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | http://www.harvestercapital.co.uk/ | |
Derby, United Kingdom (UK) | Professional Services +1 Professional Services, Finance and Banking | harper-health.co.uk | ||
Edinburgh, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | http://www.gpcollege.co.uk/ | |
Chester, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | http://www.bucklandcapital.com/ | |
Harrogate, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | https://arbor-uk.com | |
Warrington, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | https://www.hughes-armstrong.com | |
EDINBURGH, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | http://www.trendsandtargets.com/ | |
Basingstoke, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | http://www.ferranti.com | |
Reading, United Kingdom (UK) | Finance and Banking +1 Finance and Banking, Business Services | https://www.liftedfinance.com/ |
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Updated 23 October 2026
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