Company lists · Data refreshed September 2026

Top 24 Investment management consulting firms based in the United Kingdom

Name: Investment 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 21, 2026 1,828 companies tracked

RevenueBase identified 1,828 investment management consulting firms headquartered in the United Kingdom as of September 2026 and tracks 24,339 professional contacts across them, including 9,794 with verified work emails. London is the largest hub.

This list covers investment 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 21, 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 21, 2026 86% judged on-target in blind review

1,828Companies

24,339Contacts tracked

9,794Verified emails

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The 24 largest investment management consulting firms based in the United Kingdom

Ranked by team size

Top 24 of 1,828 investment management consulting firms based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to investment 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	Janus Henderson Investors	Partial evidence	London, United KingdomHQ checked Sep 21, 2026	1,001-5,000	3,000 contacts →
	Partial evidence “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Source: RevenueBase Database · checked Sep 21, 2026
2	Delta Capita	Partial evidence	London, United KingdomHQ checked Sep 21, 2026	1,001-5,000	976 contacts →
	Partial evidence “Delta Capita is a leading global Capital Markets consulting, managed services, and technology provider with a unique combination of experience in financial services and capability…” Source: RevenueBase Database · checked Sep 21, 2026
3	Fairstone Group LTD	Partial evidence	Sunderland, United KingdomHQ checked Sep 21, 2026	1,001-5,000	593 contacts →
	Partial evidence “Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Source: RevenueBase Database · checked Sep 21, 2026
4	Albourne	Indirect evidence	London, United KingdomHQ checked Sep 21, 2026	501-1,000	590 contacts →
	Indirect evidence “Albourne¹ was established in London in March 1994 as an independently owned advisor specializing in alternative assets.” Source: RevenueBase Database · checked Sep 21, 2026
5	Chase DE Vere	Indirect evidence	London, United KingdomHQ checked Sep 21, 2026	201-500	589 contacts →
	Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 21, 2026
6	Ascot Lloyd	Indirect evidence	Birmingham, United KingdomHQ checked Sep 21, 2026	501-1,000	489 contacts →
	Indirect evidence “Ready to make baffling jargon and unclear advice a thing of the past?” Source: RevenueBase Database · checked Sep 21, 2026
7	Progeny	Partial evidence	Leeds, United KingdomHQ checked Sep 21, 2026	201-500	415 contacts →
	Partial evidence “Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Source: RevenueBase Database · checked Sep 21, 2026
8	Close Brothers Asset Management	Strong evidence	Liverpool Street, United KingdomHQ checked Sep 21, 2026	501-1,000	392 contacts →
	Strong evidence “Expert investment management and financial planning.” Source: RevenueBase Database · checked Sep 21, 2026
9	2plan Wealth Management LTD	Partial evidence	Leeds, United KingdomHQ checked Sep 21, 2026	201-500	339 contacts →
	Partial evidence “2plan wealth management is the UK's largest independent advisory firm.” Source: RevenueBase Database · checked Sep 21, 2026
10	Mercer UK	Partial evidence	London, United KingdomHQ checked Sep 21, 2026	10001+	329 contacts →
	Partial 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 21, 2026
11	Saltus	Strong evidence	London, United KingdomHQ checked Sep 21, 2026	501-1,000	284 contacts →
	Strong evidence “Saltus is an independently owned financial planning and investment management company.” Source: RevenueBase Database · checked Sep 21, 2026
12	Kingswood Group	Indirect evidence	London, United KingdomHQ checked Sep 21, 2026	201-500	232 contacts →
	Indirect evidence “At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.” Source: RevenueBase Database · checked Sep 21, 2026
13	WH Ireland	Strong evidence	London, United KingdomHQ checked Sep 21, 2026	51-200	198 contacts →
	Strong evidence “WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Source: RevenueBase Database · checked Sep 21, 2026
14	Handelsbanken Wealth & Asset Management	Strong evidence	London, United KingdomHQ checked Sep 21, 2026	51-200	192 contacts →
	Strong evidence “Handelsbanken Wealth & Asset Management (Handelsbanken Wealth) is the wealth and investment management arm of Handelsbanken in the UK.” Source: RevenueBase Database · checked Sep 21, 2026
15	Origen Financial Services	Indirect evidence	Farnborough, United KingdomHQ checked Sep 21, 2026	51-200	165 contacts →
	Indirect evidence “Origen Financial Services is one of the UK’s leading financial advisers.” Source: RevenueBase Database · checked Sep 21, 2026
16	Clearwater Wealth Management	Partial evidence	London, United KingdomHQ checked Sep 21, 2026	201-500	135 contacts →
	Partial evidence “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Source: RevenueBase Database · checked Sep 21, 2026
17	Lowes A Saltus Business	Indirect evidence	Jesmond, United KingdomHQ checked Sep 21, 2026	51-200	133 contacts →
	Indirect evidence “As one of the largest privately owned Independent Financial Advisers in the UK, we have been building successful long-term relationships with clients for 50 years.” Source: RevenueBase Database · checked Sep 21, 2026
18	Athens	Partial evidence	London, United KingdomHQ checked Sep 21, 2026	11-50	122 contacts →
	Partial evidence “Athens helps clients make superior investment decisions and supports them to deliver value from these decisions through timely implementation.” Source: RevenueBase Database · checked Sep 21, 2026
19	Ryecroft Glenton	Indirect evidence	Newcastle Upon Tyne, United KingdomHQ checked Sep 21, 2026	51-200	114 contacts →
	Indirect evidence “WHAT WE CAN DO FOR YOU We can provide you with advice on every aspect of your financial affairs, whether personal, business or a mixture of both.” Source: RevenueBase Database · checked Sep 21, 2026
20	Continuum Financial Services LLP	Indirect evidence	Plymouth, United KingdomHQ checked Sep 21, 2026	51-200	110 contacts →
	Indirect evidence “We are an award-winning National Independent Financial Advice firm that offers a modern financial advice service.” Source: RevenueBase Database · checked Sep 21, 2026
21	Insight Financial Associates	Indirect evidence	Norwich, United KingdomHQ checked Sep 21, 2026	51-200	109 contacts →
	Indirect evidence “At Insight Financial Associates, everything we do is built around a simple belief: you should feel confident, informed and in control of your financial future.” Source: RevenueBase Database · checked Sep 21, 2026
22	Beckett Investment Management Group	Indirect evidence	Bury St. Edmunds, United KingdomHQ checked Sep 21, 2026	51-200	100 contacts →
	Indirect evidence “Becketts is recognised as being one of the largest regional providers of financial advice to individuals and corporate clients.” Source: RevenueBase Database · checked Sep 21, 2026
23	Hfmc Wealth	Indirect evidence	London, United KingdomHQ checked Sep 21, 2026	51-200	100 contacts →
	Indirect evidence “HFMC Wealth is a UK independent financial adviser specialising in high‑net‑worth clients (£1m–£5m), recognised in the FT Adviser Top 20 and Citywire Top 100.” Source: RevenueBase Database · checked Sep 21, 2026
24	Columbia Threadneedle Investments Emea Apac	Partial evidence	London, United KingdomHQ checked Sep 21, 2026	1,001-5,000	96 contacts →
	Partial evidence “At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world.” Source: RevenueBase Database · checked Sep 21, 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: investment 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 investment management consulting firms.
Partial evidence: Its own public description names part of investment 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 investment 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 24 of 1,828 investment management consulting firms based in the United Kingdom

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

As of Sep 21, 2026

40.2%Verified-email coverage

13.3Average contacts per company

1-10Median size (employees)

39.8%Largest-city concentration · London

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

1,312

11-50

380

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 1,828 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 investment 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 “investment 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 investment 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 investment 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, 9,794 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 21, 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.

Investment management consulting firms by metro

Investment management consulting firms in London728

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 investment 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 investment management consulting firms are there based in the United Kingdom?

RevenueBase identified 1,828 investment 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?

Janus Henderson Investors, headquartered in London, tops this list with the largest team on record.

Which city has the most investment management consulting firms?

London leads with 728 headquartered companies, followed by Edinburgh (24) and Manchester (22).

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 9,794 verified decision-maker contacts tracked across these 1,828 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 21, 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.