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Strategic Partners

Wrap Solutions

Nucleus Financial - An online wrap-based business platform, Nucleus enables us to combine (or wrap) all, or some, of your investments into a single, manageable online account. Your portfolios can be viewed at a glance, allowing instant valuations and enabling you access to view your holdings at any time via secure log-in.

Old Broad Street Research Ltd (OBSR) - OBSR provides Fund research and manager selection to Tatton who apply their active investment overlay to the model portfolios.

Tatton Investment Management - Tatton provides a discretionary management overlay to model portfolios, thus allowing quicker reaction to threats and opportunities than the traditional model portfolio service. Tatton also provide bespoke investments via their range of Tatton Oak "multi manager" funds.

Bespoke Solutions

Quilter - Investment management specialist Quilter Cheviot runs specific portfolios on behalf of HCL clients under our bespoke solution.

Note: The above companies are HCL's current strategic partners. They are reviewed annually as part of our due diligence process