Largest Wealth Management Firms in the UK

The UK wealth management industry manages trillions of pounds on behalf of individuals, families, businesses and charities. From independent financial advisers and discretionary investment managers to private banks and national wealth management firms, the sector plays a vital role in helping clients grow, preserve and transfer wealth.

TOVO's Wealth Management Directory enables users to search more than 2,300 wealth management firms across the UK. By combining FCA regulatory data, company intelligence, financial performance metrics, assets under management (AUM) and executive information, TOVO provides one of the UK's most comprehensive financial services databases.

Whether you are researching wealth managers, identifying potential clients, benchmarking competitors or exploring the market, TOVO helps you discover the firms and professionals shaping the UK's wealth management sector.

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Leading Wealth Management Firms in the UK

Below are some of the UK's leading wealth management firms, selected based on assets under management, adviser scale, market presence and industry significance.

St. James's Place Wealth Management Plc

• 5,897 FCA Individuals

• £1.31B Revenue

• One of the UK's largest financial advice and wealth management businesses

RBC Brewin Dolphin

• 1,169 FCA Individuals

• £57.6B Assets Under Management

• One of the UK's best-known discretionary wealth managers

Rathbones Investment Management

• 954 FCA Individuals

• £113B Assets Under Management

• Leading UK investment and wealth management group

Evelyn Partners

• 516 FCA Individuals

• £64.6B Assets Under Management

• Major UK wealth management and financial planning firm

True Potential Wealth Management

• 1,139 FCA Individuals

• £31B Assets Under Management

• One of the UK's fastest-growing wealth management businesses

Investec Wealth & Investment

• £31B Assets Under Management

• £352.99M Revenue

• Private banking and wealth management specialist

Quilter Cheviot

• £11.96B Assets Under Management

• £215.95M Net Assets

• Leading discretionary investment manager

Cazenove Capital (Schroder & Co. Limited)

• 238 FCA Individuals

• Part of the Schroders Group

• One of the UK's most established private wealth management brands

Julius Baer International

• £10.8B Assets Under Management

• £138.53M Revenue

• International private banking and wealth management group

TrinityBridge

• £10.8B Assets Under Management

• £131.66M Revenue

• Independent wealth management and investment advisory firm

Data sourced from the TOVO financial services intelligence platform and publicly available company disclosures. Assets under management figures may vary over time.

What Is a Wealth Management Firm?

A wealth management firm provides financial planning, investment management and advisory services to individuals, families, trusts, charities and businesses.

Typical services include:

• Financial planning

• Retirement planning

• Investment management

• Discretionary portfolio management

• Tax planning

• Estate and succession planning

• Private banking services

Most wealth management firms operating in the UK are regulated by the Financial Conduct Authority (FCA).

Wealth Management Firms by Assets Under Management (AUM)

Assets Under Management (AUM) is one of the most commonly used measures when comparing wealth management businesses.

Some of the largest wealth management firms in the UK by publicly reported or estimated AUM include:

• Rathbones Investment Management – £113B AUM

• Evelyn Partners – £64.6B AUM

• RBC Brewin Dolphin – £57.6B AUM

• True Potential Wealth Management – £31B AUM

• Investec Wealth & Investment – £31B AUM

• Quilter Cheviot – £11.96B AUM

• Julius Baer International – £10.8B AUM

• TrinityBridge – £10.8B AUM

Why Use TOVO's Wealth Management Directory?

Unlike traditional directories, TOVO combines:

• FCA regulatory data

• Assets under management (AUM)

• Revenue and profitability information

• Employee counts

• FCA individual counts

• Executive intelligence

• Company ownership information

• AI-powered company classifications

This allows recruiters, advisers, compliance teams, investors, consultants and technology providers to better understand the UK wealth management market.

Browse Wealth Management Firms by Location

Search wealth management firms in:

• London

• Edinburgh

• Manchester

• Birmingham

• Leeds

• Bristol

• Newcastle

• Glasgow

Search 2,300+ Wealth Management Firms

Use TOVO's free Wealth Management Directory to discover wealth managers, investment firms, financial advisers and private banks operating across the UK.

Search 2,300+ wealth management firms, 70,000+ financial services companies and 214,000+ professionals.