2021 London Sponsors

We are to proud welcome the following sponsors and thank them for their support.

 

Aegon

Aegon - helping people achieve a lifetime of financial security

At Aegon, we want to enable people, through employers and advisers, to make empowered choices for the moments that matter. And we believe getting more people to access financial advice will improve their financial wellbeing.

We use our insight and expertise to offer long-term savings and retirement solutions, workplace savings propositions and protection solutions to help your clients get closer to their financial goals.

We’re dedicated to working in partnership with you and your business, championing the value of your advice and providing insight and support to help you navigate uncertain times.

Albemarle

Albemarle Street Partners is a small experienced team of investment professionals. We came together to form our boutique so we could work with a focused group of financial advice firms to build investment solutions which meet the needs of their clients. We believe it is financial advisers who know their clients best and so our job is to shape what we do around the advice philosophy of our partner firms. And because we work with a limited number of firms we can be genuinely collaborative on both the investment process and working together to deliver growth.

bcompliant

Financial compliance specialists, B-Compliant, provide affordable, hands-on support, tailored specifically to the needs of smaller advisory firms, investment management companies and discretionary fund managers.

The Manchester-based firm serves a national client base and is growing rapidly, thanks to increasing demand for its services. Its compliance consultants all have a minimum of 15 years regulatory experience and work alongside advisers, onsite or remotely, to meet their unique requirements.

Perhaps most importantly, B-Compliant’s team is honest and upfront. They will always do what is right for you - if your needs would be best served elsewhere, they will tell you.

Bordier

Bordier UK is an award-winning specialist investment manager that provides investment management solutions to advisers and their clients in the UK and around the world.

For over 30 years we have been committed to working closely with advisers to develop a comprehensive and flexible range of high-quality services to meet the demands of a modern adviser business. This includes the design, creation and implementation of centralised investment and retirement propositions.

We are part of the Bordier Group, which is built on solid foundations with a strong Tier 1 capital ratio of 31.1%. Established in Geneva in 1844, the Bordier Group operates in six countries across three continents, managing assets of circa £12.4bn for approximately 4,200 families.

bcompliant

BTS are 'The Exam Experts' when it comes to level 4 exams, specifically the CII R0 exams for the Diploma in Regulated Financial Planning. We have 18 years of experience and have trained thousands of candidates in this time, supporting both corporate academies and individual candidates to achieve level 4 qualifications. We have a proven outstanding track record of exam success for candidates and offer a variety of support materials including: BTS versions of the examining body study guides, a suite of e-Learning revision modules, our R0 Study Buddy app, plus bespoke corporate and open workshops and 1:1 coaching support.

Bordier

City Asset Management (CAM) is a discretionary investment manager offering a more personalised and flexible service-led approach than that offered by many larger wealth managers and private banks.

Established in 1988 and mainly owned by the working directors and staff, CAM now manages over £750 million of assets on behalf of clients.


Inflation erodes your spending power. Our goal is to preserve and increase your wealth. To become wealthier your assets need to grow at a faster rate than inflation. Therefore, we target this outcome and focus on growing your portfolio at a higher rate than inflation, as measured by the Consumer Price Index (CPI).

HSBC Life (UK) Limited is part of the HSBC Group, one of the world’s largest banking and financial services organisations. HSBC Group serve more than 40 million customers worldwide through a network that covers 64 countries and territories in its geographical regions: Europe, Asia, North America, Latin America, and Middle East and North Africa.  

We aim to be present where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. 

HSBC Life (UK) is a subsidiary of HSBC Bank plc and was founded in the UK in 1970. 

HSBC Life (UK) Limited offers a range of insurance services to meet protection and wealth management needs and help clients to manage, protect and grow their wealth. Our services and solution are available through HSBC banking channels and selected third-parties, including financial advisers and aggregators.  

Find out more 

HSBC Life (UK) Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.  

Our Financial Services Register number is 133435 and our registered office is at: 8 Canada Square, London E14 5HQ. Registered in England number 00088695. 

HSBC Life (UK) Limited is a member of the Association of British Insurers.

Bordier

The James Hay group offers platforms that help advisers to make retirement more rewarding for their clients.

Renowned for its SIPP expertise, James Hay Partnership has been working with financial advisers and their clients for more than 40 years, providing the means to administer pensions, savings and investments in a cost and tax efficient way, and challenging industry norms from the get-go. Today over 57,000* investors trust James Hay to look after more than £28bn* worth of pension and investment savings.

Our award-winning platform Nucleus was acquired in September 2021. It was founded in 2006 by advisers committed to altering the balance of power in the industry by putting the customer centre stage. Offering platform services to over 1,400 advisers, Nucleus is responsible for nearly £19bn of investments for more than 102,000 investors.

We’re able to continue to innovate as a group, thanks to the support of our shareholder, the independent private equity manager, Epiris.

*As at 30 June 2021

@JHPartnership @nucleuswrap

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We exist for a very simple reason – to advance banking and finance by providing outstanding education and thinking, tailored to the needs of business, individuals, and society.

Our focus is on lifelong learning; equipping individuals with the knowledge, skills, and qualifications to achieve what they want throughout their career and life.

We provide a balance of experience, insight and thought leadership into today’s financial world, delivered by industry leaders, thinkers, and members of our community.

And because we’ve been at the heart of the sector since 1879, we create connections and build partnerships between people and business that make banking and finance more accessible and understood and enhance social inclusion through better financial capability.

We are The London Institute of Banking & Finance, lifelong partners for financial education.

moneyinfo.jpg

moneyinfo limited is a private fintech firm based in Henley in Arden, Warwickshire specialising in fully branded client engagement portals and mobile apps for the wealth management industry. We are proud to work with some of the UKs most exceptional advisory and investment management businesses including Saunderson House, RC Brown Investment Management, Whitechurch Securities, Progeny Wealth, and many more.

moneyinfo brings a client’s entire financial life including all of the associated documentation together with a single login, available on any device, regardless of the multiple investment platforms or back office systems being used by the adviser. Our software is designed to help wealth managers address the communication challenges of the 21st century with their own secure, fully branded client portal and mobile app.

Multrees

Multrees provides a range of outsourced investment services to wealth managers, private banks, family offices and advisory businesses. Our services help you manage your clients and their assets, on your terms and in line with your regulatory responsibilities. We combine expert, personal service with flexible, open architecture technology to help you build your own private wealth management platform specifically tailored to your business. 
 
Whether it's a lead outsource partner you are looking for, or someone to meet the specific needs of a part of your book alongside others, the Multrees difference is that we build our services around you, reducing operating model risk and business complexity. We don't expect you to change your business model to fit ours. 
 
Because we work in a modular, flexible way, you can be confident that choosing Multrees will complement your business, not disrupt it.

Founded in 2000, Octopus Investments set out to be a financial services company with a difference, and one that put its customers first. From the very beginning, we invested in the ideas, people and sectors that can unlock a brighter tomorrow. We built our expertise in spaces that make a real difference in financial planning. And we’ve designed investments that drive money into those sectors we truly believe in.

Orbis has been creating value for clients for more than 30 years.

We work to find opportunities others miss, but this means investing in unpopular areas of the market, which takes courage and patience. Our long-term approach is at the core of everything we do, from the way we invest, the company structure, and even the way we charge fees.
Our team of 60 investment professionals located around the world does comprehensive research evaluating businesses from the bottom up to identify businesses priced at less than they are worth with long-term prospects. Since it can take time for these companies to realise their true value, our business is structured to avoid pressure for short-term performance with no external shareholders. Our independence allows us to prioritise clients, make bold but considered decisions and to stand by them as long as we need to.
And our unique fee structure ensures we remain driven to deliver long-term returns.

As a global investment manager, our overall purpose is to help build the long-term future prosperity of our clients. We recognise that we have an important role to play in shaping our clients’ futures as well as having a strong focus on doing the right thing for our people, our suppliers and for society more widely.

In order to deliver for our stakeholders, we prioritise growing a sustainable business that takes a long-term approach. We are responsible for £536.3 billion* of assets for our clients who trust us to deliver sustainable returns. Our company operates in 35 locations with over 4,600 employees. Our investment teams are based around the world, close to our clients and close to the markets in which they invest.

Find out more

*Schroders, as at 30 September 2020. Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority.

 

 

Selectapension’s innovative pension and investment planning system provides highly detailed analysis reports, comparing over 100 products and funds, and over 60 Providers, to be used from the accrual to at-retirement stages of the planning cycle. Our customers are Financial Advisers, Paraplanners, Banks, Providers, Pension Transfer Bureaus, Actuaries, Scheme Trustees, and other Pension Professionals.

We help professional Advisers to give the best advice to their clients, by equipping them with high-quality products and services, backed by great support and training.

Find out more

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To discuss sponsorship opportunities for the 2021 Money Marketing Interactive conference, please contact

Piers Johnson, Managing Director
T: +44 (0) 20 8075 8150
E:  Piers.Johnson@moneymarketing.co.uk

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