Boutique resources

Boutique-friendly partners

Companies offering products and services that may be useful to boutique asset managers. Select a logo to visit their website.

AM Insights

AM Insights

A fund data platform helping boutiques understand their market position and engage clients more effectively.

Cleveland & Co

Cleveland & Co

An outsourced in-house legal team specialising in financial services and investment management.

Fundpath

Fundpath

Data and business intelligence on fund buyers for the wealth and asset management industry.

Independent Investment Management Initiative

Independent Investment Management Initiative

A member-led think tank representing specialist, entrepreneurial investment boutiques.

Style Analytics

Style Analytics

Factor analysis tools for visualising and refining portfolio strategy, now part of Confluence.

INGINE Fund Services

INGINE Fund Services

Trade execution, operations and compliance support for directly authorised fund managers, on a fixed fee.

Please note: neither Boutiques Breakfast, nor any associated companies or individuals, benefit from any e-commerce or other commercial arrangements as a result of hosting this page.