Who are the investment managers contributing to PCI?

There are over 140 investment managers contributing to the ARC Private Client Indices (PCI)

The ARC Indices membership is structured into different levels based on the level of AUM and number of portfolios managed on a discretionary basis. All contributing managers commit to an initial 3 year term.

Contributor Membership (Full Contributor)

For discretionary investment managers managing over £500m in private client discretionary assets and more than 100 portfolios above £250,000.

These contributors' portfolio data submissions serve as the foundation of the Private Client Indices.

Associate Membership (Associate Contributor)

For discretionary investment managers managing less than £500m in private client discretionary assets and/or less than 100 portfolios above £250,000.

Pooled, Unitised Fund or Model Membership

For investment managers who manage multi-asset private client solutions but do not meet the criteria to become Associate or Full Members.

Data Contributors

As at December 2024

Firm Name Membership
Abrdn Portfolio Solutions Full
Affinity Private Wealth Associate
AHR Private Wealth Full
Albert E Sharp Full
Arbion Associate
Arbuthnot Latham & Co Full
Artorius Wealth Full
Ascencia Investment Management Full
Ashburton Investments Full
Asset Intelligence Portfolio Management Licenced Model/Fund
Atomos Investments Full
Aubrey Capital Management Associate
Avellemy Associate
Bank Lombard Odier & Cie Full
Bank of Montreal Full
Banque Pictet & Cie Full
Barclays Investment Solutions Licenced Model/Fund
Barclays Private Bank Full
Barclays, Wealth & Investment Management Full
Beauclerc Licenced Model/Fund
Beckett Asset Management Licenced Model/Fund
Bellecapital UK Associate
Bordier & Cie (UK) Full
Bowmore Asset Management Associate
Brooks Macdonald Full
Brown Advisory Full
Brown Shipley Full
Butterfield Asset Management Full
Cadro Technologies Licenced Model/Fund
Canaccord Genuity Wealth Management Full
Cantab Asset Management Associate
Capital Generation Partners Associate
Castlefield Investment Partners Associate
Cazenove Capital Full
Cerno Capital Partners Associate
Charles Stanley Full
Citi Private Bank Full
Clarien Investments Full
Close Brothers Asset Management Full
Coleford Investment Management Full
Connor Broadley Licenced Model/Fund
Coutts & Co Full
Credit Suisse (UK) Full
Davy Private Clients Full
Delaney Capital Management Full
Deutsche Bank Full
Dowgate Wealth Associate
Downing Licenced Model/Fund
EFG Asset Management (UK) Full
EFG Harris Allday Full
Elston Portfolio Management Licenced Model/Fund
Evans Investment Counsel Full
Evelyn Partners Full
Fairstone Private Wealth Licenced Model/Fund
First Wealth (London) Licenced Model/Fund
Forvis Mazars Financial Planning Licenced Model/Fund
GAM London Full
Goodbody Full
Guardian Capital Advisors Full
Handelsbanken Wealth & Asset Management Full
Hawksmoor Investment Management Full
HSBC Global Private Banking Full
IM Asset Management Associate
Investec Wealth & Investment Full
J. Stern & Co. Associate
J.M Finn & Co. Full
James Hambro & Partners Full
Julius Baer International Full
Jupiter Asset Management Licenced Model/Fund
Killik & Co Full
Kingswood Group Associate
LGT Wealth Management Full
Lincoln Private Investment Office Associate
Liontrust Investment Partners Licenced Model/Fund
London & Capital Asset Management Full
Magnus Financial Discretionary Management Associate
Martello Asset Management Associate
McInroy & Wood Full
Melville Douglas Full
Meridiem Investment Management Full
Mirabaud & Cie Full
Mirabaud Gestion Full
Moneyfarm Associate
Morningstar Investment Management Europe Associate
Mountstone Partners Licenced Model/Fund
Nedbank Private Wealth Full
Netwealth Full
NFG Partners Licenced Model/Fund
Nutmeg Saving & Investment Full
Oakglen Wealth Full
Oberon Investments Associate
Pacific Asset Management Licenced Model/Fund
Partners Capital Licenced Model/Fund
Plurimi Wealth Associate
Progeny Asset Management Licenced Model/Fund
Prudential International Assurance Licenced Model/Fund
Quartet Investment Managers Associate
Quilter Cheviot Investment Management Full
R C Brown Investment Management Associate
Rathbones Full
Ravenscroft Investment Management Full
Raymond James Full
RBC Brewin Dolphin Full
RBC Brewin Dolphin, Ireland Full
RBC Wealth Management Full
Redmayne-Bentley Full
Rothschild & Co Bank Full
Rothschild & Co Wealth Management UK Full
Rowan Dartington Full
Ruffer Full
Saltus Partners Full
Saranac Partners Associate
Sarasin & Partners Full
Schroder Investment Solutions Full
Schroders Personal Wealth Full
Seven Investment Management Full
SG Kleinwort Hambros Full
Sparrows Capital Licenced Model/Fund
Square Mile Investment Consulting and Research Licenced Model/Fund
St James's Place Licenced Model/Fund
Stanhope Capital Full
Steward Capital Guernsey Licenced Model/Fund
Stonehage Fleming Full
T. Bailey Licenced Model/Fund
Tacit Investment Management Licenced Model/Fund
Tatton Investment Management Associate
The GM Fund Licenced Model/Fund
Titan Private Wealth Full
Tribe Impact Capital Associate
True Potential Investments Licenced Model/Fund
Tyndall Investment Management Full
UBP Associate
UBP SA Full
UBS Switzerland AG Full
UBS Wealth Management (UK) Full
Umbra Capital Partners Associate
Vanguard Asset Management Licenced Model/Fund
Vermeer Partners Full
Walden Capital Licenced Model/Fund
Walker Crips Investment Management Full
Waverton Investment Management Full
Wealth Club Asset Management Licenced Model/Fund
Wealthify Licenced Model/Fund
Weatherbys Private Bank Licenced Model/Fund
WH Ireland Full
Whitechurch Securities Associate
Wren Investment Office Associate
Zuger Kantonalbank Full
Zürcher Kantonalbank Full

Why isn’t my investment manager in the contributor list?

Data Contributors pay ARC a fee for Indices membership and gain access to valuable market intelligence analytics that provide insights into their performance relative to their peers. Some have opted not to be listed.

Not all investment managers choose to participate in the Private Client Indices (PCI).