Investment partners
You can appoint an investment firm of your choice to manage investments on either a discretionary, advisory or execution only basis. We provide access to a wide range of firms and we are happy to work with any new investment firm that meets our due diligence requirements. Most of our products are able to hold accounts with multiple investment managers at the same time.
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.
Please see below a list of over 200 approved investment firms that we already have relationships with. You can see our Full List of investment firms here.
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.
Nucleus Financial
Our new investment partner
We are delighted to announce the launch of Nucleus Wrap platform as an investment partner in our SIPP products.
Your Future SIPP
We have created a panel of Investment Partners so you can benefit from a combination of value and service. Investment Partners provide an integrated option by reporting data to us electronically, allowing us to pass on fee savings to you.
These electronic data feeds provide automatic, regular updates to our systems, which you can access through our secure portal.
A
- AB Investment Solutions Ltd trading as FD Dynamic Portfolio (Clearview)
- Aberdeen Standard Capital
- Aegon (Cofunds Ltd)
- AFH Independent Financial Services Limited
- AJ Bell (InvestCentre)
- Albert E Sharp
- Alington Ruthin Stockbrokers and Investment Management
- Alpha Portfolio Management
- Amber Financial Investments Limited
- Arbuthnot Latham
- Artless Wealth Ltd
- Artorius Wealth Management Limited
- Aubrey Capital Management Ltd
- Ascot Lloyd Investment Management Limited
- Atomos Investments Limited
B
- Balkerne Asset Management
- Barclays Wealth
- Barker Poland Asset Management LLP
- Barratt & Cooke
- Bordier & Cie (UK) plc
- BoulterBowen WealthCare
- Bowmore Asset Management
- BRI Wealth Management plc
- Brighton Capital Management
- Brooks Macdonald Asset Management Limited
- Brown Shipley & Co Ltd
- BullionVault
- Bullseye Financial Limited
C
- Callanish Capital Ltd
- Canaccord Genuity Wealth Management
- Casterbridge Wealth Ltd
- Cazenove Capital Management
- CG Wealth Planning Limited
- Charles Stanley & Co Limited
- Charteris Treasury Portfolio Managers Limited
- Church House Investments Limited
- City Asset Management plc
- City of London Markets
- Connor Broadley Ltd
- Credo Capital plc
- CS Investment Managers
- Cube Capital Limited
D
- Dowgate Capital Limited
* Dowgate Capital is closed for new business following restrictions put in place by the FCA.
E
- EFG Harris Allday
- EQ Investors
- Evelyn Partners Services Limited
F
- Fidelity Investment Services Ltd / Fidelity Funds Network
- Fieldings Investment Management Limited (where Charles Stanley or Smith and Williamson are used as custodian)
- First Equity Limited
- Fiske plc
- Fusion Wealth
G
- Global Preservation Strategies
- Gore Browne Investment Management
- GPIM Limited
H
- Handelsbanken Wealth Management
- Harris Rose & Partners
- Hawksmoor Investment Management
- Hobart Capital Markets LLP
- Hurley Partners Ltd
I
- IFPC
- Insignis Cash Solutions
- InterestMe Wealth
- Invest N Grow
- Intrinsic Capital London Limited
- IPS Capital LLP
J
- J M Finn & Co
- James Brearley & Sons
- James Hambro & Partners LLP
K
- Killik & Co
- Kingswood Holdings Limited
L
- Leodis Wealth
- LGT Vestra US
- LGT Wealth Management
- Lincoln Private Office
- Lombard Odier
- London Stone Securities
- Luna Investment Management
M
- M&G Wealth
- Manorbridge Investment Management
- Margetts Fund Management Ltd
- Marlborough Investment Management Limited
- Mattioli Woods plc
- MB Capital
- McInroy & Wood Limited
- Metis Asset Management
- Mountstone Partners Ltd
- MPL Wealth Management Limited
- Myddleton Croft Investment Managers
N
- Natwest Bank
- Nucleus Wrap
O
- Oakglen Wealth Limited
- Odey Wealth Management Limited
- Optiva Securities Limited
P
- Parmenion
- Patronus Partners Limited
- Performance Wealth Management
- Pershing Securities Limited (please contact us to find out if any associated firms are acceptable)
- Platform Securities
- Price Value Partners Ltd
- Progeny Asset Management Ltd
- Prudential TIP (transaction fees will apply)
- Psigma Investment Management Limited
- Ptarmigan Capital
Q
- Quartet Investment Managers
- Quilter (Old Mutual Wealth)
- Quilter Cheviot Limited
R
- R C Brown Investment Management plc
- Rathbone Investment Management Limited (including Rathbone Greenbank Investments)
- Raymond James Investment Services
- RBC Brewin Dolphin
- Realm Investment Management Limited
- Redmayne-Bentley Stockbrokers
- Ridgeway Investment Management
- Rowan Dartington
- Royal Bank of Scotland
- Ruffer
S
- S I Capital
- Saltus Partners LLP
- Saranac Partners Limited
- Sarasin & Partners
- Schroders Personal Wealth
- Scottish Widows (excluding Scottish Widows platform)
- Seven Investment Management LLP
- Sorbus Partners LLP
- St Johns Asset Management
- Stocktrade
- Stonehage Fleming Investment Management Limited
- Succession Investment Platform
T
- T Bailey Fund Services (restrictions and transaction fees will apply, please contact us)
- TAM Asset Management Ltd
- Tees Financial plc
- Thesis Asset Management
- Thorntons Investment Management Limited
- TIML (Tacit Investment Management)
- Titan Private Wealth
- Transact
- Tribe Impact Capital
- TrinityBridge Limited
- True Potential Investments LLP
- Tyndall Investment Management
U
- UBS AG
- UK Bond Network
- UK Portfolio Management Ltd
- Union Bancaire Privée (UK) Limited
V
- Vermeer Investment Management Limited
- Verso Financial management Limited
- Voyager Asset Management
W
- W H Ireland
- Walker Cambria
- Walker Crips Investment Management Limited
- Waverton Investment Management
- Wealthtime
- Wellian Investment Solutions
- Whitechurch Securities Limited
- Whitman Asset Management
- Williams Investment Management LLP
- Windsor Private Office IM
- Wren Sterling Wealth Platform