Actionable insights and best-in-class distribution

We provide insightful research, broad distribution and execution, and market-facing corporate advice.

A dedicated team

Our specialist investment companies team draws on our extensive capabilities in advisory, distribution and execution to create exceptional value for London-listed investment companies. We form long-term partnerships with our clients and offer fresh and flexible solutions for every situation, from equity fundraising to distribution, market-making and research. We also provide expert market-facing corporate advice, including for M&A and debt advisory.

Research - Valuable insights

Our in-depth investment companies research provides original analysis to inform your investment decisions. Our experienced team covers a wide range of differentiated equity funds, as well as alternative asset classes, including infrastructure, property, private equity and specialist debt.

Sales & trading - Powerful distribution

Combining our deep knowledge of the UK markets with a global network, we provide optimal distribution and execution through our established relationships with a wide range of investors, including private wealth managers, multi-asset and multi-manager funds, family offices, institutions and retail broker platforms. We also provide liquidity to clients through market-making in hundreds of London-listed investment companies.

Corporate broking - Market-facing corporate advice

Forming long-term relationships with our clients, we seek to help them achieve their goals by providing proactive, market-facing advice. We have helped our c.40 retained clients raise over £12.5bn of fresh capital. Through an open dialogue with board members, we aim to be their eyes-and-ears to the market, as well as being a trusted partner to provide long-term strategic advice, including M&A and debt advisory.

To find out more about our offering, visit our Investment companies portal.