AJ Bell is one of the UK’s largest providers of online investment platforms and stockbroker services. With more than 120,500 customers and assets under administration exceeding £26.1 billion, we succeed by providing award-winning investment products, backed up with excellent service and online functionality at a low cost.
AJ Bell’s Youinvest platform is a multi award winning provider of SIPPs, stocks and shares ISAs, Junior ISAs, Junior SIPPs and share dealing accounts. We offer customers access to a market leading range of investment options, including: shares, funds, ETFs, investment trusts and much more.
Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 43 partners all of whom work in the business. We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We currently manage or advise some £173bn on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 90% of FUM), we offer an extensive range of investment trusts and open ended funds available to UK individual investors through most fund platforms and supermarkets.
Close Brothers Asset Management
Close Brothers Asset Management (“CBAM”) is one of the largest and longest-established providers of discretionary investment management services and high quality financial planning advice, managing more than £11 billion on behalf of individuals, families and trustees. With over 40 years’ experience, our investment management and financial planning teams are supported by more than 550 staff, working from 10 offices across the UK. CBAM is part of Close Brothers Group plc, a leading UK merchant banking group providing lending, deposit taking, wealth management services, and securities trading.
We aim to deliver agreed outcomes for investors, through a combination of institutional style investment management combined with a personal and comprehensive approach to service.
As more restrictions are placed on pensions savings, some investors are broadening their retirement planning to include alternative investments. Oxford Capital has been providing tax-efficient alternative investments since 1999. We offer three distinct strategies, investing in early-stage technology businesses, infrastructure & energy, and the creative industries. Our clients can potentially benefit from significant tax reliefs, including income tax relief and Inheritance Tax exemptions. These reliefs are made available through Government-backed initiatives including the Enterprise Investment Scheme, designed to encourage individuals to take the risks associated with investing in smaller unquoted companies.
ThinCats are one of the pioneers of the peer-to-peer business lending industry; specialising in loans with security and linking retail and institutional investors directly with established business borrowers to provide a serious alternative to high street banks. The company was founded in the aftermath of the global financial crisis, with the aim of offering loans to UK businesses struggling to access funding through traditional channels, whilst providing investors with attractive rates of interest unavailable through many conventional investment portfolios.
A key element of the ThinCats’ ethos has always been to avoid the algorithm-led decision making often used by banks; the founders were keen to hear the stories behind the borrowers’ investment needs, and assess each one based on its merits. The company continues to work in this way, harnessing the knowledge of financial experts to assess each loan application, thereby encouraging growth, development and innovation in UK business.