Company lists · Data refreshed September 2026

Top 18 Investment firms based in the United Kingdom

RevenueBase identified 2,116 investment firms headquartered in the United Kingdom as of September 2026 and tracks 69,436 professional contacts across them, including 30,414 with verified work emails and 12,913 with mobile numbers. London is the largest hub.

This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
2,116Companies
69,436Contacts tracked
30,414Verified emails
12,913Mobile numbers
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The 18 largest investment firms based in the United Kingdom

Ranked by team size
Top 18 of 2,116 investment firms based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
St. James S PlaceIndirect evidence
Cirencester, United KingdomHQ checked Sep 4, 20261,001-5,0004,121

“There’s advice that can change your day.”

Source: company website · checked Sep 4, 2026
2
Evelyn PartnersIndirect evidence
London, United KingdomHQ checked Sep 4, 20261,001-5,0002,135

“Meet the people behind your future.”

Source: company website · checked Sep 4, 2026
3
RBC Brewin DolphinIndirect evidence
London, United KingdomHQ checked Sep 4, 20261,001-5,0001,937

“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.”

Source: company website · checked Sep 4, 2026
4
Jupiter Asset ManagementStrong evidence
London, United KingdomHQ checked Sep 4, 2026501-1,000944

“Since Jupiter was established in 1985, we have sought to make a positive difference for our clients by helping them achieve their long-term investment objectives through high…”

Source: company website · checked Sep 4, 2026
5
Charles StanleyStrong evidence
London, United KingdomHQ checked Sep 4, 2026501-1,000870

“Charles Stanley, part of Raymond James Wealth Management, is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice…”

Source: company website · checked Sep 4, 2026
6
Schroders Personal WealthIndirect evidence
London, United KingdomHQ checked Sep 4, 2026501-1,000729

“We are now Lloyds Wealth.”

Source: company website · checked Sep 4, 2026
7
Chase DE VereIndirect evidence
London, United KingdomHQ checked Sep 4, 2026201-500593

“At Chase de Vere, we believe the only worthwhile advice is independent advice.”

Source: company website · checked Sep 4, 2026
8
Fairstone Group LTDIndirect evidence
Sunderland, United KingdomHQ checked Sep 4, 20261,001-5,000592

“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.”

Source: company website · checked Sep 4, 2026
9
PantheonIndirect evidence
London, United KingdomHQ checked Sep 4, 2026201-500559

“Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the full lifecycle of…”

Source: company website · checked Sep 4, 2026
10
Ascot LloydIndirect evidence
Birmingham, United KingdomHQ checked Sep 4, 2026501-1,000488

“Ready to make baffling jargon and unclear advice a thing of the past?”

Source: company website · checked Sep 4, 2026
11
Federated Hermes LimitedIndirect evidence
London, United KingdomHQ checked Sep 4, 2026501-1,000456

“Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth.”

Source: company website · checked Sep 4, 2026
12Basingstoke, United KingdomHQ checked Sep 4, 202651-200430
Source: company website · checked Sep 4, 2026
13Liverpool Street, United KingdomHQ checked Sep 4, 2026501-1,000403

“Expert investment management and financial planning.”

Source: company website · checked Sep 4, 2026
14
7imStrong evidence
London, United KingdomHQ checked Sep 4, 2026201-500400

“Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…”

Source: company website · checked Sep 4, 2026
15
Atomos WealthIndirect evidence
London, United KingdomHQ checked Sep 4, 2026201-500344

“We’re atomos and we’re here to make your dreams and financial ambitions a reality.”

Source: company website · checked Sep 4, 2026
16
Killik & COIndirect evidence
London, United KingdomHQ checked Sep 4, 2026201-500312

“Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.”

Source: company website · checked Sep 4, 2026
17
JM FinnIndirect evidence
London, United KingdomHQ checked Sep 4, 2026201-500309

“By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.”

Source: company website · checked Sep 4, 2026
18
SaltusStrong evidence
London, United KingdomHQ checked Sep 4, 2026501-1,000280

“Saltus is an independently owned financial planning and investment management company.”

Source: company website · checked Sep 4, 2026

Showing 18 of 2,116 investment firms based in the United Kingdom

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Investment firms based in the United Kingdom at a glance

As of Sep 4, 2026
1-10Median size (employees)
LondonLargest hub · 970 HQs
12,913Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
1,262
11-50
579
51-200
124
201-500
50
501-1,000
21
1,001-5,000
13
5,001-10,000
9
10001+
5

Verified emails by last verification

0–30
0
31–60
2,699
61–90
16,492
90–180
11,043
180+
180

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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment 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 an evidence 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, 30,414 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 4, 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.

Frequently asked

How many investment firms are there based in the United Kingdom?

RevenueBase identified 2,116 investment 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?

St. James S Place, headquartered in Cambridge, tops this list with the largest team on record.

Which city has the most investment firms?

London leads with 970 headquartered companies, followed by Manchester (34) and Edinburgh (30).

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 30,414 verified decision-maker contacts tracked across these 2,116 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 4, 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.