Directory · GB
Investment Advice in United Kingdom
A register of firms and the professionals working at them in the Investment Advice sector based in United Kingdom. Browse the public index, then filter or export on Kipplo.
Companies
71 on file
Bfinance
bfinance works for asset owners around the globe on investment implementation, strategy development and portfolio oversight/optimization. Key services—detailed below—include manager research and selection, operational due diligence, ESG advisory, strategic asset allocation, portfolio design, portfolio monitoring, risk solutions and fee reviews. Founded in the London-headquartered firm has conducted engagements for more than 520 clients in 45 countries and has 11 offices globally.
51 to 200 staff
Americas Capital
Americas Capital is a Real Estate Investment and Consulting company driven by an unwavering passion for innovation and value-added projects, ensuring traceability to our clients. We create real estate investment opportunities with above-average profitability. In more than 30 years, we have built a track-record of over 83 successful real estate investments, with more than 2,9 million sq. mts. developed in the industrial, multifamily and office markets, representing USD 5,1B in more than 50 growing locations in the USA, UK, Brazil & Argentina. We have partnerships with renowned large-scale developers/operators. It is essential for any investment portfolio to allocate 15%-20% of the capital in stable and profitable long term alternative investments including real estate. Along our trajectory, we have empowered 400 client's investment portfolios by diversifying them through real estate ventures that undergo a rigorous selection and due diligence processes. We offer integration with preferred investment technologies, including private equity, fundable (ISIN) and tokens to maximize investment potential.
51 to 200 staff
Bourne Park Capital
Bourne Park Capital is an independent alternative investment advisory company in London. Established in the company provides a full range of hedge fund investment related services for institutional investors seeking to generate Absolute Return Investments with transparency and liquidity using ESG compliant Managed Accounts.
1 to 10 staff
Fidelia Partners
Fidelia Partners is a relationship-based firm providing independent advice to a select group of Family Offices, as well as sourcing differentiated alternative investments. The team come from leading family offices, private equity funds, investment banks, asset management and accountancy firms, which provides a real breadth of experience to service its clients. Fidelia currently has relationships with ~300 Family Offices and selected institutional investors, and is focused on three core pillars: 1) Family Office Advisory: Supporting Single Family Offices with research, planning & strategy, investment origination & diligence and general advisory 2) Alternative Investment sourcing and placement: We provide access to specialist fund managers (geographic, sector or strategy experts) which provide exposure to enduring secular trends important to us and our network 3) Direct Deals & Co-Investments: Primarily Family Office led direct investments and co-investments alongside experienced entrepreneurs and managers who have a preference for long-term, value-add capital partners Fidelia is management owned and controlled, allowing us to act and think independently and tailor our approach to our clients’ needs.
1 to 10 staff
Citizens Advice Rotherham & District
Citizens Advice Rotherham offers practical up-to-date information and advice that is free, confidential, independent and impartial. Our advice is available to everyone regardless of race, gender, sexuality, age, nationality, disability or religion. We aim to ensure that Rotherham people do not suffer from a lack of knowledge on their rights and responsibilities in a wide variety of enquiry areas.
11 to 50 staff
Gs Capital Connect
GS Capital Connect is the bridge between innovative, emerging companies that are looking to raise capital and our active, engaged and growing ecosystem of investors in MedTech. We provide greater visibility for MedTech start-ups empowering them to bring structure, speed and efficiency to their fundraising and investor relations. Our team have been supporting MedTech start-ups in developing their compelling stories since and we are confident we can help you craft a clear and precise investor communication strategy that will help you secure the next investment round.
1 to 10 staff
I For Change
I For Change offers advice and consultancy services on social investment to investors and investees considering social investments, founded on a belief that social investments can be a more efficient and sustainable way of achieving positive outcomes than a traditional investment plus grant approach. I For Change was founded in 2012, and has worked on social impact bonds, and social investments spanning loans, funds, venture capital, and much more. We have worked on projects that bring positive outcomes in the UK domestic social sector, in international humanitarian aid, on climate change and on bio-diversity. We work with charitable trusts & foundations and professional investors: • Investment advice and due diligence. • Education & training on social investments, for trustees, investment committees or others. • Development of a social investment strategy. • Introducing you to new social investment opportunities. • Portfolio reviews, in the context of social investments. • Contract negotiations. We work with operating charities & social enterprises: • Evaluating social investment possibilities and opportunities • Advice on how to become "investor ready" • Advice and set-up of relevant investment structures • Integrating social investment & traditional fundraising • Contract negotiation • Social Impact Bonds Company registration number 8094327. I For Change Ltd is authorised and regulated by the Financial Conduct Authority
1 to 10 staff
Rix Capital
Investment advisory and investment management firm focusing on venture capital, private equity, public equities and hedge funds.
11 to 50 staff
3ci Cities Commission For Climate Investment
3Ci, Cities Commission for Climate Investment, is an innovative collaboration of local government and the private sector. Our mission is to support local authorities in securing the necessary long-term finance for achieving net zero. Our place-based experience and ability to convene government and financial institutions makes us perfectly placed to help deliver that investment.
51 to 200 staff
Bradbys Wealth Management
Bradbys approach is to always put you and your finances first. This is at the heart of everything we do – a complete service of the highest quality, professionalism and expertise covering all aspects of wealth management across the UK. Trust and mutual respect are intrinsic in our relationship, so we take time to get to know you because it is crucial to understand your unique set of circumstances, aspirations and attitudes to give you the best possible financial advice. Together we aim to build trustworthy relationships that will benefit you and your family not only today, but in the future. In partnership with you, we will create a precise financial plan with a clear path toward meeting your financial goals. It doesn’t end there. We will be beside you every step of the way, actively monitoring your assets and investments and recommending expert amendments as and when appropriate.*The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Bradbys Wealth Management is a trading name of Bradbys Ltd. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 6/8/2025
1 to 10 staff
Oak Road Ventures
Advisory to Public Sector, Family Offices, Financial and Investment Centres. Strategy, Investment, Execution & Technology
1 to 10 staff
Sorengo Partners
Sorengo Partners is an independent, single-strategy boutique investment manager. Portfolio manager Theron de Ris has over a decade of investment management experience. Our sole objective is to earn superior full cycle returns for our clients. True alignment of interests is central to our philosophy, informs our investment approach, and is hardwired into our operations, structure and terms. Our investment approach focuses on supply-side imbalances, rooted in capital cycle dynamics whereby capital flows into and out of industries, countries or companies, and returns on capital change. As economics improve, excess capital floods in, spoiling the party for everyone, and the cycle resets. Timing is key. We are patient, long-term investors, seeking opportunities before capital re-enters. Certain businesses and segments are less susceptible to the competitive pressures of the capital cycle. These include oligopolies, local monopolies, regulated industries, or those dominated by private equity, as well as segments where price is not the primary demand driver (e.g. luxury goods). Incumbents in these areas can sustain higher returns. Regulation or disruptive technologies can also distort the shape or duration of the cycle. Our framework is equally useful for identifying opportunities in this cohort. At the company level, we prioritize disciplined and effective cost and capital management. We favour owner-operator models and typically invest in small to mid-cap companies where inefficiency creates steeper valuation discounts. This approach takes us to unloved corners off the global market and “off-the-run” opportunities, offering the potential for both improving returns and revaluation. A concentrated international portfolio of 25-30 holdings reflects several uncorrelated capital-cycle themes and ideas.
1 to 10 staff
Aloxar Capital
We engage in the full value chain of the investment cycle and work in partnership with our clients, investing opportunistically across the capital structure. An emphasis is placed on Special Situations, Debt Restructuring and Activist trades in the European small to mid-cap space. A flexible approach enables us to not only participate tactically, but also to evolve across cycles - acting as a catalyst when access to capital is challenging and opportunities are ubiquitous. Our client base consists primarily of family offices and financial institutions.
1 to 10 staff
Archipelago Ventures
Specialists in investing in breakthrough deep-tech that's reshaping how materials move through the economy. We support circular systems that turn used materials into long-lasting resources.
1 to 10 staff
Harrington Verve
Experiential Investment & Wellbeing Advisory Harrington Verve is a premier luxury strategic investment and wellbeing firm dedicated to sophisticated investors, visionary professionals, and global brands. We specialize in corporate strategy, branding, PR, and market entry, curating high-impact opportunities that blend experiential and strategic investments with elite travel and wellbeing. From bespoke market positioning to exclusive investment pathways, Harrington Verve empowers clients to navigate international landscapes with precision, influence, and a refined edge. Whether expanding your brand, securing high-value assets, or enhancing personal and corporate wellbeing, we craft exceptional strategies for a world of limitless possibilities.#LuxuryStrategy #EliteInvestments #ExperientialWealth #HarringtonVerve
11 to 50 staff
Highfield Investments
Land, development and investment agency providing client-focused property consultancy throughout London and the South East.
1 to 10 staff
Lcaa Ventures
Investment, Property & Citizenship Solutions] LCAA is an international property / investment immigration and relocation company offering bespoke solutions in the UK and EU. We provide end-to-end support to private clients, as well as to businesses, family offices, banks and investment firms worldwide."Dreams come true when strong desire turns them into concrete actions. We will help you to achieve your goals"
11 to 50 staff
Warby Property Search
Warby Property Search is an independent property buying agency, specialising in the search and acquisition of property in London and the Chilterns. We work exclusively on behalf of clients who are looking to purchase property in the Chilterns and the surrounding area. Unlike estate agents who represent the seller, we are on the buyers’ side – acting as a trusted, independent advisor and giving our clients the edge in the property market. The operating principles of the business are simple: to offer our clients clear and diligent advice in a highly personable manner, and to source the finest homes for their needs, be that on or off market. We aim to simplify the house buying process and we are with our clients every step of the way, from defining their search brief until they complete on their new home. We understand that finding and buying a property can be a stressful, complex and time consuming journey – we aim to make it easier for you.
1 to 10 staff
Centsoir
Centsoir art is an online art dealership business, sourcing and certifying fine art from established artists by the likes of Pablo Picasso, Lucio Fontona to more contemporary icons like Yayoi Kusama and Andy Warhol. Our current collection showcases an impressive array of over 20 works of both public and private works by Warhol, sourced through our extensive networks. If you’re looking to grow your art collection or looking for a specific piece for your client, get into touch with us today.
1 to 10 staff
Fern Ridge Capital
Fern Ridge is a specialist investment management firm based in London that is focused on European asset-based private credit. The firm supports managed accounts for institutional clients that provide access to direct investments with transparency and control while providing counterparties access to flexible capital solutions. Fern Ridge Capital Ltd is an Appointed Representative of Robert Quinn Advisory LLP, which is authorised and regulated by the Financial Conduct Authority (FCA) with registration number 1031869.
1 to 10 staff
Inference Investment Management
Inference is a research driven systematic Investment Advisor, executing a trading strategy expressed in a portfolio of in-house developed investment strategies supported by an operations structure of in-house built systems and carefully selected service partners, prime brokers and liquidity providers. Inference Investment Management LLP (FRN: 1016975) is an appointed representative of Odin Capital Management Limited (FRN: 478321), which is authorised and regulated by the Financial Conduct Authority in the United Kingdom.
1 to 10 staff
Innovorsa Group
Multi Generational Family Office Management, Business/Market Design, Finance and Capital Structuring.
1 to 10 staff
Unearth Capital
We are a research-driven investment advisor, specialised in basic industries. Our approach is a future-facing, high-conviction and long-term focussed.
1 to 10 staff
Venturinvest Ltd
VENTURINVEST LTD is an investment consultancy company that gives service to both investors and project developers.
1 to 10 staff
