AJ Bell is one of the UK’s largest providers of online investment platforms and stockbroker services. With more than 183,400 customers and assets under administration exceeding £42 billion, we succeed by providing award-winning investment products, backed up with excellent service and online functionality at a low cost.
First State Investments
As a global asset management firm with more than USD$157bn* assets under management, with offices across Europe, the US and Asia-Pacific regions, we help deliver long-term investment performance for our clients. From institutional investors to private individuals, we serve clients from a wide range of geographic and social backgrounds.
We do it by bringing together autonomous teams of investment specialists, active investors and collectively putting our clients’ needs first in all that we do. For us, it’s about being committed to responsible, active investment so that we can aim to deliver strong and sustainable returns. By investing with conviction, we can help create long-term wealth for our clients.
This approach, we believe, gives us the power to shape the future, not only for investors and shareholders but for society.
*As at 30 June 2018
At Invesco, we want to help you get more out of life by striving to deliver a superior investment experience. Our range of exchange-traded products are designed to help you make the most of your portfolio, with low cost products tracking established benchmark indices and a range of products that offer something a bit different. In fact, we’ve built a reputation for innovation and factor investing, so many of the exposures we offer are not available from any other provider. We have the market knowledge to help you trade our products efficiently today, plus the stability, resources and broader expertise that are needed to meet your objectives for the long term.
Over the years, Invesco Perpetual has grown to become one of the largest1 and best regarded investment managers in the UK. Key to our success has been a relentless commitment to investment excellence and our focus on helping investors achieve their financial objectives.
It’s an approach that’s led to an ever-widening range of funds and investment capabilities – and over 50 awards in the past five years.2
Whilst we are proud of the accolades and plaudits our Henley investment teams have received, what drives us forward is a determination to deliver our best investment ideas to our clients over the long term. As part of Invesco Ltd we have the strength in depth and resources necessary to perform, with investment professionals located in 25 countries and more than 7,000 employees worldwide.2
1 In terms of retail funds under management. The Investment Association (as at September 2017).
2 As at 31 December 2017.
Pictet Asset Management
Pictet Asset Management is an independent asset manager offering investment services around the world. We have 869 employees (as at end of March 2018) located in 17 offices across the world, close to the markets in which we invest and the clients we serve. Our key investment capabilities include: Multi-Asset, Thematic Equities, Emerging Market Equities, Emerging Markets Debt, Global Fixed Income and Alternative Investments. We manage £142 billion in assets as at the end of March 2018.
We have had an office in London since 1980. This is an investment centre with over 200 employees where we have a Distribution team looking after our UK clients. We are part of the Pictet Group, founded in Geneva in 1805.
UBS Asset Management is the 4th largest provider of ETFs in Europe with AUMs of GBP 42.4bn as of end-June 2018 and has seen inflows YTD of GBP 4.9bn. In addition to their strength in their range of core exposures in Equities and Fixed Income, UBS is the largest provider of Socially Responsible Investing ETFs as well as the largest in Currency Hedged ETFs in Europe. Further, the UBS CMCI Composite UCITS ETF is the largest broad commodities ETF in the region with AUMs of GBP 1.3bn. In addition to numerous listings across exchanges in Europe, UBS has 94 ETF listings on the LSE.