Helen Fitzgerald

Tilney Investment Management Ltd. provides investment advisory services. The firm caters to private investors interested in managing their wealth on behalf of their families, businesses, and for personal or philanthropic ventures. It provides access to investment products, including some developed for institutional clients, such as cash, equities, bonds, mutual funds, structured products and derivatives, foreign exchange and commodities, hedge funds, private equity, and real estate. The company was founded in 1836 and is headquartered in London, the United Kingdom.

Bestinvest (Holdings) Ltd. operates as a holding company with interests in investment advisory and management services. It offers services through its subsidiaries. The firm also provides financial planning, insurance broking and wealth management services. The company was founded on May 28, 1997 and is headquartered in London, the United Kingdom.

Towry Holdings Ltd. provides financial advisory and investment management services. The firm’s solutions include lifetime financial plan, pension and retirement planning, managing investment risk, discretionary investment management and advisory portfolio management services. The company was incorporated on May 21, 2003 and is headquartered in Bracknell, the United Kingdom.

Evelyn Partners Investment Management Services Ltd. (Evelyn Partners IMS) is the investment management subsidiary of Bestinvest (Holdings) Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Formerly known as Tilney Investment Management Services Ltd., the firm was founded by John Spiers in 1986 and was previously owned by global private equity and venture capital firm 3i. Headquartered in London, Evelyn Partners IMS provides a range of services such as discretionary investment management, mortgage and general insurance for UK private individuals, charities, pension funds, investment trusts and companies.

Schroder & Co., Ltd. is the international private banking subsidiary of Schroder Wealth Holdings Ltd., ultimately held by Schroders Plc (LON: SDR) in Great Britain. The firm is headquartered in London and was founded in 1988. Schroder & Co. provides investment management services to high-net worth individuals and their families. They offer comprehensive wealth management services, including alternative investments and absolute return products, complemented by banking and fiduciary services.

Tilney Discretionary Portfolio Management Ltd. (TDPM) is the asset management subsidiary of Violin Bidco Ltd., which is ultimately held by Alexlux SARL. The firm is headquartered in London and was founded in 1964. TDPM provides financial planning and advisory for private individuals, families, charities and professionals.

Part of Zurich Insurance Group AG, Sterling ISA Managers Ltd. is a platform that offers a comprehensive range of funds, accounts, and investment solutions. Founded in 1989, the company is based in Cheltenham, UK. The platform is designed to be versatile, dependable, and easy to use, making it a fundamental part of any successful adviser business. The Advance platform delivers on all three of these, giving advisers more time to spend towards great client outcomes. The British company provides options for making changes to existing policies through the table and documents available on their website.

Part of Zurich Insurance Group AG, Zurich Intermediary Group Ltd. provides wealth management services. The company is based in Cheltenham, UK and was founded in 1985.

Part of Schroders Plc, Fusion Wealth Ltd. is a British company that provides financial intermediation services. The company is based in Horsham, UK. Fusion Wealth was founded in 2010.

Part of Schroders Plc, Best Practice IFA Group Ltd. is a British financial advisory company that provides IT platform and support function to financial advisors. The company is based in Horsham, UK and was founded in 2003.

Part of Schroders Plc, Evolution Wealth Network Ltd. is a British company that provides technology and support to wealth managers and financial planners. The company is based in Horsham, UK.

Brian Potter Consultants Ltd. provides consulting services. The company is headquartered in Horsham, the United Kingdom.

Scottish Widows Schroder Wealth Holdings Ltd. provides wealth management services. The company was founded on December 11, 2018 and is headquartered in London, the United Kingdom.

Part of Schroders Plc, Aspect8 Ltd. is a financial services provider. The company is based in Horsham, UK. Founded in 1993, Aspect8 offers financial services to its clients.

Family Capital Ltd. is a British online publishing company founded in 2016 that focuses on providing insightful analysis on the world of family offices, family businesses, and the importance of family enterprises in the economy. The private company is based in Horsham, UK. The company's name is inspired by the idea that emotional, human, or intellectual capital enhances the value of a family enterprise. The company offers advice to family offices and publish articles on the topic.

Part of Schroders Plc, Creative Technologies Ltd. is a British company founded in 2009 that provides technology development, software license and business support services to financial advisors. The company is based in Horsham, UK.

Kore Labs Ltd. is a British London-based company founded in 2017 by Sabrina Del Prete, who has been the CEO since its inception. The company has created a platform for digital product management in the financial space, which enables multiple stakeholders across teams to collaborate, manage products, and maintain a regulatory audit trail. For more information, including details about the team, the solution, and the vision, visit their website and get in touch.