Our partnerships

From the outset, our intention was to seek well-established, reputable experts in global passive and active solutions. We believe it is imperative to have an optimised asset allocation with no home bias and therefore, we have teamed up with two world renowned asset managers, Vanguard and Redington. For a client, this guarantees a unique, proactive, and thorough service with the added security of being held on AJ Bell’s platform.

Vanguard has over $7 trillion of assets under management and provides guidance to our in-house investment experts on our passive solutions. This bespoke relationship, the first in the UK, enables us to provide our investors with access to Vanguard’s global asset selection expertise, whilst also benefitting from their commitment to low-cost investing.

Redington supports our active investment solutions. An independent, B Corp-Certified investment consultancy, Redington will provide data analysis alongside expertise in quantitative and qualitative, research and asset allocation.

All investments will be held securely with AJ Bell, one of the UK’s largest custodians of investments. Based in Manchester, AJ Bell holds over £90 billion of UK investors’ assets and is one of the companies making up the FTSE 250.

Redington is a purpose-driven firm on a mission to help make 100 million people financially secure. They are the first UK investment consultant to become a certified B Corporation, joining a community of businesses in a global movement to use business as a force for good.

As an independent investment consultancy, Redington provides outcome-oriented advice, high-conviction research, sustainable investment expertise, clear reporting and cutting-edge technology to some of the largest institutional investors and wealth managers in the world.

Redington’s philosophy is to begin with the end in mind, ensuring everything they do is aligned with our client’s objectives. Their tried and tested framework-based approach to helps us make informed decisions, which are focused on achieving the best possible outcomes for our investors.