Company lists · Data refreshed September 2026

Top 25 Endowment management consulting firms based in the United Kingdom

Name: Endowment management consulting firms based in the United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 410 companies tracked

RevenueBase identified 410 endowment management consulting firms headquartered in the United Kingdom as of September 2026 and tracks 6,667 professional contacts across them, including 3,252 with verified work emails. London is the largest hub.

This list covers endowment management consulting firms headquartered in the United Kingdom, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

410Companies

6,667Contacts tracked

3,252Verified emails

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The 25 largest endowment management consulting firms based in the United Kingdom

Ranked by team size

Top 25 of 410 endowment management consulting firms based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to endowment management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Stonehage Fleming	Indirect evidence	Jersey, United KingdomHQ checked Sep 28, 2026	501-1,000	929 contacts →
	Indirect evidence “Stonehage Fleming is now Corient.” Source: RevenueBase Database · checked Sep 28, 2026
2	Succession Wealth	Indirect evidence	Birmingham, United KingdomHQ checked Sep 28, 2026	501-1,000	689 contacts →
	Indirect evidence “We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Source: RevenueBase Database · checked Sep 28, 2026
3	Partners Capital	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	481 contacts →
	Partial evidence “Founded in 2001, Partners Capital is a global investment office acting for distinguished endowments and foundations, senior investment professionals and prominent families across…” Source: RevenueBase Database · checked Sep 28, 2026
4	Mercer UK	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	10001+	329 contacts →
	Indirect evidence “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Source: RevenueBase Database · checked Sep 28, 2026
5	Saltus	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	501-1,000	284 contacts →
	Partial evidence “Saltus is an independently owned financial planning and investment management company.” Source: RevenueBase Database · checked Sep 28, 2026
6	WH Ireland	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	198 contacts →
	Partial evidence “WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Source: RevenueBase Database · checked Sep 28, 2026
7	Columbia Threadneedle Investments Emea Apac	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	1,001-5,000	96 contacts →
	Indirect evidence “At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world.” Source: RevenueBase Database · checked Sep 28, 2026
8	Honey Legal	Indirect evidence	Market Drayton, United KingdomHQ checked Sep 28, 2026	201-500	88 contacts →
	Indirect evidence “At Honey, we're all about taking care of people.” Source: RevenueBase Database · checked Sep 28, 2026
9	Asset Risk Consultants	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	84 contacts →
	Indirect evidence “ARC provides independent perspective for people who want confidence their wealth is being managed deliberately.” Source: RevenueBase Database · checked Sep 28, 2026
10	Greystone Financial Services	Indirect evidence	Scott Drive, United KingdomHQ checked Sep 28, 2026	51-200	75 contacts →
	Indirect evidence “Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Source: RevenueBase Database · checked Sep 28, 2026
11	AAB Wealth Limited	Indirect evidence	Aberdeen, United KingdomHQ checked Sep 28, 2026	11-50	62 contacts →
	Indirect evidence “AAB Wealth Ltd is one of the leading independent financial planning firms in the UK.” Source: RevenueBase Database · checked Sep 28, 2026
12	Jamieson Corporate Finance	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	55 contacts →
	Partial evidence “We are the leading global, independent management advisory firm, owned and managed by our team of professionals, and operating across an international network of offices.” Source: RevenueBase Database · checked Sep 28, 2026
13	POE Advisory	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	45 contacts →
	Indirect evidence “Three practice areas built for the demands of PE, family offices, asset managers, investors and portfolio businesses.” Source: RevenueBase Database · checked Sep 28, 2026
14	Vermeer Partners	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	40 contacts →
	Indirect evidence “At Vermeer Partners, we are passionate about investment and are fully committed to building long term relationships to help you manage your wealth.” Source: RevenueBase Database · checked Sep 28, 2026
15	Elgin White	Partial evidence	London City, United KingdomHQ checked Sep 28, 2026	51-200	39 contacts →
	Partial evidence “Elgin White is a specialist asset and wealth management consultancy that partners with you to optimize business operations and technology platforms, serve clients more…” Source: RevenueBase Database · checked Sep 28, 2026
16	Premier Companies UK	Indirect evidence	Croydon, United KingdomHQ checked Sep 28, 2026	501-1,000	37 contacts →
	Indirect evidence “If you’ve any experience of the pensions industry, chances are you think the client service is generally poor and overpriced – and that it’s mostly a constraining and bureaucratic…” Source: RevenueBase Database · checked Sep 28, 2026
17	Fiscal Engineers LTD	Partial evidence	Nottingham, United KingdomHQ checked Sep 28, 2026	11-50	36 contacts →
	Partial evidence “Established in Fiscal Engineers is a multi-award winning boutique wealth management firm, accredited by the Institute of Financial Planning and a ‘big four’ global accounting firm.” Source: RevenueBase Database · checked Sep 28, 2026
18	Connor Broadley	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	34 contacts →
	Partial evidence “Connor Broadley is an independent, owner-managed company based in Mayfair, specialising in wealth management for private clients, and employee benefit consultancy for corporates.” Source: RevenueBase Database · checked Sep 28, 2026
19	Lathe & CO Wealth Advisers	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	34 contacts →
	Indirect evidence “Lathe & Co Wealth Advisers was established in 2017, with the sole focus of exceeding client expectations and offering simple and attainable financial planning to everyone.” Source: RevenueBase Database · checked Sep 28, 2026
20	Five Wealth LTD	Partial evidence	Manchester, United KingdomHQ checked Sep 28, 2026	11-50	33 contacts →
	Partial evidence “Five Wealth was founded in 2016 by five individuals, all with significant experience in the industry and an ambition to grow into the North’s leading wealth management business…” Source: RevenueBase Database · checked Sep 28, 2026
21	Fairey Associates Limited	Partial evidence	Feering, United KingdomHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial evidence “We are a Multi-award winning, boutique wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026
22	Carpenter Farraday	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial evidence “For almost 20 years, Carpenter Farraday has advised leading private markets, asset management and wealth management firms on executive search, market intelligence and team…” Source: RevenueBase Database · checked Sep 28, 2026
23	SUN Global Investments Limited	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	31 contacts →
	Indirect evidence “Sun Global Investments Limited is an investment advisory firm providing full scope of services to Institutional Investors, Family offices, Corporate Clients and High Net Worth…” Source: RevenueBase Database · checked Sep 28, 2026
24	SG Kleinwort Hambros	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	501-1,000	31 contacts →
	Indirect evidence “At SG Kleinwort Hambros we know how to simplify life’s financial challenges.” Source: RevenueBase Database · checked Sep 28, 2026
25	Verso Investment Management LLP	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	29 contacts →
	Partial evidence “Verso Investment Management Service comprises two elements.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: endowment management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names endowment management consulting firms.
Partial evidence: Its own public description names part of endowment management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name endowment management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 410 endowment management consulting firms based in the United Kingdom

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Endowment management consulting firms based in the United Kingdom at a glance

As of Sep 28, 2026

48.8%Verified-email coverage

16.3Average contacts per company

1-10Median size (employees)

50.5%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

264

11-50

108

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 410 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among endowment management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United Kingdom whose own description of what they do matches “endowment management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names endowment management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among endowment management consulting firms, and records with no verified work email. Companies headquartered outside United Kingdom are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 3,252 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Endowment management consulting firms by metro

Endowment management consulting firms in London207

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names endowment management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many endowment management consulting firms are there based in the United Kingdom?

RevenueBase identified 410 endowment management consulting firms headquartered in the United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Stonehage Fleming, headquartered in United Kingdom, tops this list with the largest team on record.

Which city has the most endowment management consulting firms?

London leads with 207 headquartered companies, followed by Leeds (8) and Birmingham (7).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 3,252 verified decision-maker contacts tracked across these 410 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.