Company lists · Data refreshed November 2026
Top 25 Portfolio management services based in the United Kingdom
RevenueBase identified 146 company matches for portfolio management services associated with the United Kingdom as of November 2026 and tracks 3,184 professional contacts across them, including 905 with verified work emails. London is the largest hub.
This list covers company matches for portfolio management services 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 November 6, 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.
The 25 largest portfolio management services based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 451 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 381 contacts → | ||||
Exact match “Expert investment management and financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 158 contacts → | ||||
Exact match “Reeves helps successful individuals enjoy their future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 34 contacts → | ||||
Exact match “Verso Investment Management Service comprises two elements.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 30 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 29 contacts → | ||||
Exact match “Murdoch Asset Management is a large regional IFA, currently managing in excess of £700 million of assets for our private client base.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 23 contacts → | ||||
Exact match “Sparrows Capital is a private investment firm servicing professional clients, including Financial Advisers, ultra-high net worth individuals and trusts, charities, endowments and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 23 contacts → | ||||
Exact match “Bespoke Services with Cutting-Edge Expertise Gold Grain Capital works with institutional clients, financial professionals & high net-worth individuals, across the following areas…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 21 contacts → | ||||
Exact match “Elliott Advisors (UK) Limited is an affiliate of Elliott Investment Management L.P.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 20 contacts → | ||||
Exact match “GEMSSTOCK LIMITED is an investment management company based out of London, United Kingdom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 15 contacts → | ||||
Exact match “Aspen is built for financial planners and the people they look after.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 15 contacts → | ||||
Exact match “Alpha has been founded with one overriding objective, serving our client’s requirements to the highest possible standard.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “VWM Wealth was established in 2002 in order to provide the very highest level of service in the profession, and is wholly owned by its directors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “336 Financial Management Ltd deal with a wide range of clients with differing needs and objectives, however, together we have a common goal which is to help our clients achieve…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “At Hastings Investment Management we believe anything is possible when you manage your money the right way.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “Based in Cornwall, Kelsall Steele Investment Services is a specialist, award winning wealth management firm established more than 25 years ago to deliver comprehensive financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “At Diagram Capital, we specialise in comprehensive money management and sophisticated tailor-made investment portfolios.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “We established EXE Capital Management in response to the growing industry trend of standardised, risk-graded portfolios that fail to meet individual client needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “This is achieved through a thorough analysis of a client's current position and anticipated life changes, stated objectives and a detailed look at risk and reward within the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “DEL VIGNA DOBSON LIMITED is an investment management company.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “GREYFRIARS INVESTMENTS LIMITED is an investment management company based out of 56 GEORGE STREET, EDINBURGH, United Kingdom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “Bexley Independent Financial Services is an investment management company based out of Belvedere, United Kingdom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Two10 was set up in 2022 because we know financial planning makes a massive difference to people’s lives.” Recorded in the RevenueBase company graph · Nov 6, 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 “portfolio management services”. 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 146 portfolio management services based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 905 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Portfolio management services based in the United Kingdom at a glance
As of Nov 6, 2026Companies by employee count
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 146 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 “portfolio management services” 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 905 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 November 6, 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.
Portfolio management services by metro
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 “portfolio management services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio management services are there based in the United Kingdom?
RevenueBase identified 146 company matches for portfolio management services associated with the United Kingdom as of November 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?
7im tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio management services?
London leads with 63 company records, followed by Edinburgh (7) and Birmingham (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 905 professional contacts with verified work emails tracked across these 146 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 146 portfolio management services based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Portfolio management services by geography
- Portfolio management services based in Sao Paulo, Brazil
- Portfolio management services based in Toronto, Canada
- Portfolio management services based in Mumbai, India
- Portfolio management services based in New Delhi, India
- Portfolio management services based in London, United Kingdom
- Portfolio management services based in Houston, United States
- Portfolio management services based in New York, United States
- Portfolio management services based in Australia
- Portfolio management services based in Brazil
- Portfolio management services based in Canada
- Portfolio management services based in France
- Portfolio management services based in Germany
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio management services based in Sao Paulo, Brazil
- Portfolio management services based in Toronto, Canada
- Portfolio management services based in Mumbai, India
- Portfolio management services based in New Delhi, India
- Portfolio management services based in London, United Kingdom
- Portfolio management services based in Houston, United States
Company intelligence · public preview
Top 25 portfolio management services based in the United Kingdom
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 146 matching company records for portfolio management services based in the United Kingdom, with 3,184 tracked contacts and 905 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio management services based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  7im7im.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 451 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Close Brothers Asset Managementclosebrothersam.comHQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 381 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Reevesreevesifa.comHQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 158 contacts → |
“Reeves helps successful individuals enjoy their future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Verso Investment Management LLPversoim.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 34 contacts → |
“Verso Investment Management Service comprises two elements.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Punter Southall Wealth, A Canaccord Genuity Companycanaccord-wealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 30 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 |  Murdoch Asset Managementmurdochasset.co.ukHQ: Alton, United KingdomReported employees: 51-200 | Alton, United Kingdom | 51-200 | Exact match | 29 contacts → |
“Murdoch Asset Management is a large regional IFA, currently managing in excess of £700 million of assets for our private client base.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Sparrows Capital Limitedsparrowscapital.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Sparrows Capital is a private investment firm servicing professional clients, including Financial Advisers, ultra-high net worth individuals and trusts, charities, endowments and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Gold Grain Capitalgoldgraincapital.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Bespoke Services with Cutting-Edge Expertise Gold Grain Capital works with institutional clients, financial professionals & high net-worth individuals, across the following areas…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Elliott Advisors UK Limitedelliottadvisors.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 21 contacts → |
“Elliott Advisors (UK) Limited is an affiliate of Elliott Investment Management L.P.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Gemsstock Limitedgemsstock.fund HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 20 contacts → |
“GEMSSTOCK LIMITED is an investment management company based out of London, United Kingdom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  ASPENaspenadvisers.comHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Aspen is built for financial planners and the people they look after.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Alpha Portfolio Managementalpha-pm.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 15 contacts → |
“Alpha has been founded with one overriding objective, serving our client’s requirements to the highest possible standard.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  VWM Wealthvwmwealth.comHQ: Glasgow, United KingdomReported employees: 1-10 | Glasgow, United Kingdom | 1-10 | Exact match | 10 contacts → |
“VWM Wealth was established in 2002 in order to provide the very highest level of service in the profession, and is wholly owned by its directors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  336 Financial Management LTD336fm.co.ukHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 10 contacts → |
“336 Financial Management Ltd deal with a wide range of clients with differing needs and objectives, however, together we have a common goal which is to help our clients achieve…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Hastings Investment Managementhastingsinvestment.comHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 9 contacts → |
“At Hastings Investment Management we believe anything is possible when you manage your money the right way.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Kelsall Steele Investment Services LTDksisltd.co.ukHQ: Truro, United KingdomReported employees: 11-50 | Truro, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Based in Cornwall, Kelsall Steele Investment Services is a specialist, award winning wealth management firm established more than 25 years ago to deliver comprehensive financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Succession Advisory Services LTDsuccessionadvisoryservices.com HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Diagram Capitaldiagramcapital.co.ukHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“At Diagram Capital, we specialise in comprehensive money management and sophisticated tailor-made investment portfolios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  EXE Capital Managementexecapman.comHQ: Exeter, United KingdomReported employees: 1-10 | Exeter, United Kingdom | 1-10 | Exact match | 7 contacts → |
“We established EXE Capital Management in response to the growing industry trend of standardised, risk-graded portfolios that fail to meet individual client needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Oakwood Asset Managementoakwoodassetmanagement.co.uk HQ: Ware, United KingdomReported employees: 11-50 | Ware, United Kingdom | 11-50 | Exact match | 7 contacts → |
“This is achieved through a thorough analysis of a client's current position and anticipated life changes, stated objectives and a detailed look at risk and reward within the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Mountstone Partnersmountstonepartners.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 7 contacts → |
“With three core principles; Simplicity, Transparency and Security, our specialist team work with you to understand your objectives and aspirations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  DEL Vigna Dobson LTDdelvigna.comHQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 7 contacts → |
“DEL VIGNA DOBSON LIMITED is an investment management company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Greyfriars Investmentsgreyfriarsinvestments.co.ukHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 6 contacts → |
“GREYFRIARS INVESTMENTS LIMITED is an investment management company based out of 56 GEORGE STREET, EDINBURGH, United Kingdom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Bexley Independent Financial Servicesbifs.co.ukHQ: Belvedere, United KingdomReported employees: 11-50 | Belvedere, United Kingdom | 11-50 | Exact match | 5 contacts → |
“Bexley Independent Financial Services is an investment management company based out of Belvedere, United Kingdom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Two10 Investment Servicestwo10investmentservices.co.ukHQ: Preston, United KingdomReported employees: 1-10 | Preston, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Two10 was set up in 2022 because we know financial planning makes a massive difference to people’s lives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 146 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Portfolio management services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
137 records in the displayed employee bands.
9 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 146 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio management services by metro
Questions about this company list
What does Exact match mean for portfolio management services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio management services did RevenueBase find based in the United Kingdom?
The saved snapshot records 146 matching company records, 3,184 tracked contacts and 905 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio management services by geography
- Portfolio management services based in Sao Paulo, Brazil
- Portfolio management services based in Toronto, Canada
- Portfolio management services based in Mumbai, India
- Portfolio management services based in New Delhi, India
- Portfolio management services based in London, United Kingdom
- Portfolio management services based in Houston, United States
- Portfolio management services based in New York, United States
- Portfolio management services based in Australia
- Portfolio management services based in Brazil
- Portfolio management services based in Canada
- Portfolio management services based in France
- Portfolio management services based in Germany
Cite this list
RevenueBase Data Team. Top 25 portfolio management services based in the United Kingdom. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-management-services/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio management services based in Sao Paulo, Brazil
- Portfolio management services based in Toronto, Canada
- Portfolio management services based in Mumbai, India
- Portfolio management services based in New Delhi, India
- Portfolio management services based in London, United Kingdom
- Portfolio management services based in Houston, United States
Company intelligence · public preview
Top 25 portfolio management services based in the United Kingdom
RevenueBase records 146 matching company records for portfolio management services based in the United Kingdom, with 3,184 tracked contacts and 905 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio management services based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | 7im7im.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 451 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Close Brothers Asset Managementclosebrothersam.com HQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 381 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Reevesreevesifa.com HQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 158 contacts → |
“Reeves helps successful individuals enjoy their future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Verso Investment Management LLPversoim.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 34 contacts → |
“Verso Investment Management Service comprises two elements.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Punter Southall Wealth, A Canaccord Genuity Companycanaccord-wealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 30 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 | Murdoch Asset Managementmurdochasset.co.uk HQ: Alton, United KingdomReported employees: 51-200 | Alton, United Kingdom | 51-200 | Exact match | 29 contacts → |
“Murdoch Asset Management is a large regional IFA, currently managing in excess of £700 million of assets for our private client base.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Sparrows Capital Limitedsparrowscapital.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Sparrows Capital is a private investment firm servicing professional clients, including Financial Advisers, ultra-high net worth individuals and trusts, charities, endowments and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Gold Grain Capitalgoldgraincapital.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Bespoke Services with Cutting-Edge Expertise Gold Grain Capital works with institutional clients, financial professionals & high net-worth individuals, across the following areas…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Elliott Advisors UK Limitedelliottadvisors.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 21 contacts → |
“Elliott Advisors (UK) Limited is an affiliate of Elliott Investment Management L.P.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Gemsstock Limitedgemsstock.fund HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 20 contacts → |
“GEMSSTOCK LIMITED is an investment management company based out of London, United Kingdom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | ASPENaspenadvisers.com HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Aspen is built for financial planners and the people they look after.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Alpha Portfolio Managementalpha-pm.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 15 contacts → |
“Alpha has been founded with one overriding objective, serving our client’s requirements to the highest possible standard.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | VWM Wealthvwmwealth.com HQ: Glasgow, United KingdomReported employees: 1-10 | Glasgow, United Kingdom | 1-10 | Exact match | 10 contacts → |
“VWM Wealth was established in 2002 in order to provide the very highest level of service in the profession, and is wholly owned by its directors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 336 Financial Management LTD336fm.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 10 contacts → |
“336 Financial Management Ltd deal with a wide range of clients with differing needs and objectives, however, together we have a common goal which is to help our clients achieve…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Hastings Investment Managementhastingsinvestment.com HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 9 contacts → |
“At Hastings Investment Management we believe anything is possible when you manage your money the right way.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Kelsall Steele Investment Services LTDksisltd.co.uk HQ: Truro, United KingdomReported employees: 11-50 | Truro, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Based in Cornwall, Kelsall Steele Investment Services is a specialist, award winning wealth management firm established more than 25 years ago to deliver comprehensive financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Succession Advisory Services LTDsuccessionadvisoryservices.com HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Diagram Capitaldiagramcapital.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“At Diagram Capital, we specialise in comprehensive money management and sophisticated tailor-made investment portfolios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | EXE Capital Managementexecapman.com HQ: Exeter, United KingdomReported employees: 1-10 | Exeter, United Kingdom | 1-10 | Exact match | 7 contacts → |
“We established EXE Capital Management in response to the growing industry trend of standardised, risk-graded portfolios that fail to meet individual client needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Oakwood Asset Managementoakwoodassetmanagement.co.uk HQ: Ware, United KingdomReported employees: 11-50 | Ware, United Kingdom | 11-50 | Exact match | 7 contacts → |
“This is achieved through a thorough analysis of a client's current position and anticipated life changes, stated objectives and a detailed look at risk and reward within the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Mountstone Partnersmountstonepartners.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 7 contacts → |
“With three core principles; Simplicity, Transparency and Security, our specialist team work with you to understand your objectives and aspirations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | DEL Vigna Dobson LTDdelvigna.com HQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 7 contacts → |
“DEL VIGNA DOBSON LIMITED is an investment management company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Greyfriars Investmentsgreyfriarsinvestments.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 6 contacts → |
“GREYFRIARS INVESTMENTS LIMITED is an investment management company based out of 56 GEORGE STREET, EDINBURGH, United Kingdom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Bexley Independent Financial Servicesbifs.co.uk HQ: Belvedere, United KingdomReported employees: 11-50 | Belvedere, United Kingdom | 11-50 | Exact match | 5 contacts → |
“Bexley Independent Financial Services is an investment management company based out of Belvedere, United Kingdom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Two10 Investment Servicestwo10investmentservices.co.uk HQ: Preston, United KingdomReported employees: 1-10 | Preston, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Two10 was set up in 2022 because we know financial planning makes a massive difference to people’s lives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 146 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Portfolio management services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
137 records in the displayed employee bands.
9 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 146 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio management services by metro
Questions about this company list
What does Exact match mean for portfolio management services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio management services did RevenueBase find based in the United Kingdom?
The saved snapshot records 146 matching company records, 3,184 tracked contacts and 905 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio management services by geography
- Portfolio management services based in Sao Paulo, Brazil
- Portfolio management services based in Toronto, Canada
- Portfolio management services based in Mumbai, India
- Portfolio management services based in New Delhi, India
- Portfolio management services based in London, United Kingdom
- Portfolio management services based in Houston, United States
- Portfolio management services based in New York, United States
- Portfolio management services based in Australia
- Portfolio management services based in Brazil
- Portfolio management services based in Canada
- Portfolio management services based in France
- Portfolio management services based in Germany
Cite this list
RevenueBase Data Team. Top 25 portfolio management services based in the United Kingdom. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-management-services/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio management services based in Sao Paulo, Brazil
- Portfolio management services based in Toronto, Canada
- Portfolio management services based in Mumbai, India
- Portfolio management services based in New Delhi, India
- Portfolio management services based in London, United Kingdom
- Portfolio management services based in Houston, United States