Company lists · Data refreshed October 2026

Top 25 Insurance portfolio management companies based in the United Kingdom

Name: Insurance portfolio management companies based in the United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 115 companies tracked

RevenueBase identified 115 company matches for insurance portfolio management companies associated with the United Kingdom as of October 2026 and tracks 12,848 professional contacts across them, including 1,523 with verified work emails. London is the largest hub.

This list covers company matches for insurance portfolio management companies associated with the United Kingdom, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Oct 17, 2026 How this list was built

115Companies

12,848Contacts tracked

1,523Verified emails

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The 25 largest insurance portfolio management companies based in the United Kingdom

Ranked by team size

Top 25 of 115 company matches for insurance portfolio management companies based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Legal & General	Exact match	London, United KingdomHQ recorded Oct 17, 2026	10001+	7,604 contacts →
	Exact match “Legal & General is a leading UK financial services group and major global investor.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	LV	Exact match	Bournemouth, United KingdomHQ recorded Oct 17, 2026	1,001-5,000	2,506 contacts →
	Exact match “LV= is a protection, investment and retirement specialist and one of the UK’s leading life and pensions mutual insurers.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Utmost Group	Exact match	London, United KingdomHQ recorded Oct 17, 2026	1,001-5,000	1,469 contacts →
	Exact match “Utmost is a leading global provider of insurance-based wealth solutions for high net worth and ultra-high net worth clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Thomas Miller	Exact match	London, United KingdomHQ recorded Oct 17, 2026	501-1,000	439 contacts →
	Exact match “The Thomas Miller Group is an international provider of market leading insurance services.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Columbia Threadneedle Investments Emea Apac	Exact match	London, United KingdomHQ recorded Oct 17, 2026	1,001-5,000	71 contacts →
	Exact match “At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Direct Life And Pension Services LTD	Exact match	Chichester, United KingdomHQ recorded Oct 17, 2026	11-50	40 contacts →
	Exact match “Direct Life, a trading style of Direct Life & Pension Services Ltd, was formed in 1990, and exists to provide the best value protection policies and services to both consumers and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Verso Investment Management LLP	Exact match	London, United KingdomHQ recorded Oct 17, 2026	11-50	35 contacts →
	Exact match “Verso Investment Management Service comprises two elements.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Fundhouse UK	Exact match	London, United KingdomHQ recorded Oct 17, 2026	11-50	17 contacts →
	Exact match “Founded in 2007, Fundhouse is an independent, founder-led firm providing specialised investment services to our clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Avida International	Exact match	London, United KingdomHQ recorded Oct 17, 2026	11-50	15 contacts →
	Exact match “Avida International helps asset managers and their institutional clients extract maximum value out of their organisations.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Spire Partners	Exact match	London, United KingdomHQ recorded Oct 17, 2026	11-50	15 contacts →
	Exact match “As of 1 July 2026, Spire Partners is no longer operating as a standalone business and has been acquired by Macquarie Asset Management.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Cambridge Guarantee Group	Exact match	Ipswich, United KingdomHQ recorded Oct 17, 2026	11-50	14 contacts →
	Exact match “Founded in January 2007, the Cambridge Guarantee Group of companies has become a recognized leader in the longevity/life insurance and life settlement market sectors.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Tangency Capital LTD	Exact match	London, United KingdomHQ recorded Oct 17, 2026	1-10	12 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	CG Analysts LTD	Exact match	Ipswich, United KingdomHQ recorded Oct 17, 2026	11-50	10 contacts →
	Exact match “CG Analysts Ltd provides financial and legal sector institutions with a range of services including policy/portfolio valuation/analysis; investment vehicle structuring…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Clearwater Analytics, LTD	Exact match	Egham, United KingdomHQ recorded Oct 17, 2026	501-1,000	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	IM Asset Management Limited	Exact match	Sheffield, United KingdomHQ recorded Oct 17, 2026	11-50	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Succession Advisory Services LTD	Exact match	Birmingham, United KingdomHQ recorded Oct 17, 2026	1-10	7 contacts →
	Exact match “Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Bond Private Insurance Services LTD	Exact match	London, United KingdomHQ recorded Oct 17, 2026	1-10	7 contacts →
	Exact match “High Net Worth Insurance Management Company.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Mountstone Partners	Exact match	London, United KingdomHQ recorded Oct 17, 2026	11-50	7 contacts →
	Exact match “With three core principles; Simplicity, Transparency and Security, our specialist team work with you to understand your objectives and aspirations.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Hamoan Group	Exact match	Londra, United KingdomHQ recorded Oct 17, 2026	11-50	7 contacts →
	Exact match “We are a group of companies working in the financial world managing assets, creating financial models and structured financial products.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Advantage Risk Solutions Limited	Exact match	Basingstoke, United KingdomHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “Advantage Risk Solutions was created to offer individuals and companies a holistic approach to insurance and risk management.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Salus Life International	Exact match	London, United KingdomHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “Salus is a boutique life insurance broker dedicated to providing a market-leading service to high-net-worth and ultra-high-net-worth individuals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Aspire Independent Financial Planners LLP	Exact match	London, United KingdomHQ recorded Oct 17, 2026	11-50	6 contacts →
	Exact match “ASPIRE INDEPENDENT FINANCIAL PLANNERS LLP is an insurance company.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Morgans Independent Financial Advisers LTD	Exact match	London, United KingdomHQ recorded Oct 17, 2026	11-50	6 contacts →
	Exact match “Morgans was originally established in 1987 and is both independent and privately owned.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	DEL Vigna Dobson LTD	Exact match	Manchester, United KingdomHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “DEL VIGNA DOBSON LIMITED is an investment management company.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Dean Wetton Advisory	Exact match	London, United KingdomHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “We provide tailor-made, practical investment advice to Defined Benefit and Defined Contribution pension schemes, insurers, charities and asset managers.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “insurance portfolio management companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 115 insurance portfolio management companies based in the United Kingdom

See the full list, filter by size, metro and specialty, and access 1,523 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance portfolio management companies based in the United Kingdom at a glance

As of Oct 17, 2026

11.9%Verified-email coverage

111.7Average contacts per company

1-10Median size (employees)

59.1%Largest-city concentration · London

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 115 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with the United Kingdom whose business descriptions match “insurance portfolio management companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 1,523 professional contacts with verified work emails across the full matched dataset. 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 October 17, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Insurance portfolio management companies by metro

Insurance portfolio management companies in London68

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “insurance portfolio management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance portfolio management companies are there based in the United Kingdom?

RevenueBase identified 115 company matches for insurance portfolio management companies associated with the United Kingdom as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Legal & General tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most insurance portfolio management companies?

London leads with 68 company records, followed by Birmingham (2) and Bradford (2).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,523 professional contacts with verified work emails tracked across these 115 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 17, 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 SmartSearch, 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.