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.


Find out about Nucleus Wrap

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.