AJ Bell is one of the UK’s largest providers of online investment platforms and stockbroker services. With more than 346,700 customers and assets under administration exceeding £65.2 billion, we succeed by providing award-winning investment products, backed up with excellent service and online functionality at a low cost.
DWS Group (DWS) is one of the world's leading asset managers with EUR 902bn of assets under management (as of 31 March 2022). Building on more than 60 years of experience, it has a reputation for excellence in Germany, Europe, the Americas and Asia. DWS is recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines.
We offer individuals and institutions access to our strong investment capabilities across all major liquid and illiquid asset classes as well as solutions aligned to growth trends. Our diverse expertise in Active, Passive and Alternatives asset management each other when creating targeted solutions for our clients. Our expertise and on-the-ground knowledge of our economists, research analysts and investment professionals are brought together in one consistent global CIO View, giving strategic guidance to our investment approach.
We have a strong heritage of successfully connecting our clients to global investment opportunities. Our proven expertise in connecting the developed and developing world allows us to unlock sustainable investment opportunities for investors in all regions. Through a long-term commitment to our clients and a structured and disciplined investment approach, we deliver solutions to support their financial ambitions.
As of end of December 2021, we managed USD640 billion globally for a range of clients, from some of the largest institutional investors in the world to commercial and corporate clients, financial intermediaries, retail and private banking clients.
UBS Asset management is the 4th largest provider of ETFs in Europe with AUMs of GBP 72.9bn and has seen inflows YTD of GBP 3.7bn as of end-April 2022. In addition to their strength in their range of core exposures in Equities and Fixed Income, UBS is one of the largest providers 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 2.4bn. In addition to numerous listings across exchanges in Europe, UBS has 108 ETF listings on the LSE.
Winterflood Securities, part of Close Brothers Group, is a market maker, providing access to securities and a range of related services. The firm is a specialist in execution services and is dedicated to providing liquidity in all market conditions, to a diverse client network including institutional investors, retail brokers and asset managers. These clients benefit from cost effective, flexible execution services from pre-trade through to settlement.
Winterflood Investment Trusts is a full-service listed funds team, covering the UK listed closed-ended funds sector and with the strength and depth to provide trading, sales, research and corporate advice. The team is well-resourced and has many years of experience of the sector.