WMA members Full Members ACPI Investments Ltd Arcrate* ADM Investor Services A J Bell Securities Ltd Albert E Sharp Andrews Gwynne LLP Arbuthnot Latham & Co Ltd Arnold Stansby & Co Ltd Ashcourt Rowan Asset Management Barclays Bank Plc Barratt & Cooke Blankstone Sington Ltd Bordier & Cie Brewin Dolphin Ltd BRI Wealth Management Plc Brooks Macdonald Asset Mgmt Brown Shipley & Co Cambridge Investments Ltd Canaccord Genuity Wealth (International) Ltd Canaccord Genuity Wealth Management Cave & Sons Ltd Cazenove Capital Mgmt Charles Schwab UK Ltd Charles Stanley & Co Ltd C Hoare & Co City Asset Management Plc Close Brothers Asset Management Cornelian Asset Managers Ltd
107 of our members are wealth management and broking firms that deal directly for the private investor. Over £650 billion of the country’s wealth is under the management of these members. Our current list of full members is as below Coutts & Co Cunningham Coates Davy Deutsche Bank Private Wealth Mgmt Duncan Lawrie Asset Management Ltd Edwards Securities Ltd EFG Harris Allday Equiniti Financial Services Fidelity Worldwide Investment Fiske Plc GHC Capital Markets Ltd Halifax Share Dealing Ltd Hargreave Hale Ltd Havelock Hunter Stockbrokers Ltd Hawksmoor Investment Management Ltd Heartwood Wealth Management Ltd Hedley & Company Stockbrokers Ltd HSBC Global Asset Management UK Ltd HSBC Investment Services Hubwise Securities Ltd ICON Personal Share Dealing IG Group IM Asset Management Ltd Ingenious Asset Management Ltd
Associate Members Actuare AllFunds Bank Alpha Financial Markets Consulting Altus Ltd BITA Risk BNP Paribas Securities Services Bovill Ltd BRP Bizzozero & Partners UK Ltd Calastone Ltd Campion Capital Charles Russell Speechlys LLP Chartered Institute for Securities & Investments (CISI) Clearstream Banking SA Clyde & Co LLP CoFunds Ltd Comarch UK Ltd
22 @WMA_UK
Interactive Investor Plc Investec Wealth & Investment Ltd James Brearley & Sons James Hambro & Partners LLP James Sharp & Co Jefferies International Ltd JM Finn & Co Ltd Julius Baer International Ltd Killik & Co LLP M D Barnard & Co Ltd Multrees Investor Services Murray Asset Management Ltd Mosaic Money Management* Nutmeg Savings & Investment Ltd N W Brown Group Ltd Odey Wealth Management Pershing Pilling & Co Prospect Wealth Management* Premier Asset Management Quilter Cheviot Ramsey Crookall & Co Rathbone Brothers Plc Raymond James Investment Mgmt Plc R C Brown Investment Mgmt Plc Redmayne-Bentley LLP Reyker Securities Plc Rossie House Investment Management
Rothschild Ruffer LLP S&T Asset Management LLP Sanlam Private Wealth Santander Sharedealing Sarasin & Partners LLP The Share Centre Smith & Williamson Investment Management Ltd Speirs & Jeffrey Ltd Standard Life Wealth Ltd St James’s Place Wealth Management Stockdale Asset Management* Stocktrade TD Direct Investing Thesis Asset Management Plc Tilly Bailey & Irvine LLP Tilman Asset Management Tilney Bestinvest Troy Asset Management Ltd Turcan Connell Asset Mgmt Ltd Vartan Ravenscroft - a trading name of A Vartan Limited Veritas Asset Management (UK) Ltd Vestra Wealth LLP Walker Crips Stockbrokers Waverton Investment Management W H Ireland Ltd Whitefoord LLP
76 firms are associate members who do not deal directly for the private investor but share the aims of the WMA community. Our current list of associate members is as below:
CommonTime Ltd ComPeer Ltd Deloitte LLP Dion Global Solutions (London) Ltd Equiniti Xanite Euroclear UK & Ireland Ltd Financial Services Training Partners FNZ UK Ltd FundsNetwork Goal Group Ltd Goldman Sachs International Herbert Smith Freehills HITEC Howden Risk Partners Huntswood Interactive Data Investec Capital Markets Investment & Wealth Mgmt Consultants Ltd Jersey Finance
JHC Systems Ltd Kinetic Partners LLP King & Wood Mallesons SJ Berwin Knadel Ltd KPMG LLP Lark (Group) Ltd Lloyd’s Lloyds Banking Group Lombard Risk London Stock Exchange Maclay Murray & Spens LLP Morningstar UK Ltd Norton Rose Fulbright LLP Objectway Financial Software Oriel Asset Management LLP Oriel Securities Ltd Peel Hunt Platform Securities Profile Software Proquote Ltd Pulse Software Systems Ltd
Resources Compliance (UK) Ltd Royal Bank of Scotland – Financial Institutions Group RPC Sales Kinetics SEI Shore Capital Stockbrokers SimCorp Coric Social Stock Exchange Travers Smith LLP Vanguard Asset Management Wealth Dynamix Wealth-X Willis Group Winterflood Securities Ltd WisdomTree Europe Ltd
Correct as of 18.08.15
WMA Journal