2020 Sponsors

Plenary Sponsors

aegon

Aegon

Aegon is an international provider of life insurance, pensions and asset management. Trusted with over EUR 825 billion of assets, we have businesses in over 20 countries around the world and around two million customers in the UK alone*.

We’re totally focused on serving intermediaries, not competing with them. Working in partnership, we provide products and services to help them create financial planning solutions to get their clients closer to their financial goals.

*Asset value is correct at August 2018, all other information is correct at May 2017

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Panel Sponsors

City Asset Management (CAM)

City Asset Management (CAM)

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 £600million 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).

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PICTET

Pictet Asset Management

Pictet Asset Management is an independent asset manager offering investment services around the world. We have over 990 employees located in 17 offices across the world, close to the markets in which we invest and the clients we serve. Our key investment capabilities include: Multi-Asset, Thematic Equities, Emerging Market Equities, Emerging Markets Debt, Global Fixed Income and Alternative Investments. We manage £157 billion in assets as at the end of December 2019. We have had an office in London since 1980. This is an investment centre with over 200 employees where we have a Distribution team looking after our UK clients. We are part of the Pictet Group, founded in Geneva in 1805.

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Workshop Sponsors

albemarle

Albemarle Street Partners

Albemarle Street Partners started its life 8 years ago as an investment consultancy providing investment advice to small and large advisers and networks.

Just over 18 months ago, our business evolved into a discretionary investment manager who partners closely with financial advisers to build investment propositions which reflect their advice philosophy.

We are a team of experienced investment professionals focused on supporting the business needs of each adviser we partner with through tailored investment solutions and the highest level of client service.

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Barnett Waddingham

Barnett Waddingham provide intelligent and flexible SIPP and SSAS pension options for individuals and business owners wanting more control over their retirement savings. Utilising best-in-class technologies underpinned by recognised financial strength, we are committed to delivering uncompromising quality for you and your clients. We are rapidly growing, but still insist on the importance of a personal service. Come and talk to Andy Leggett, John Landon, Richard Bean and Rachel Geary to find out how we can help your business.

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Legal & General Investment Management

Legal & General Investment Management (LGIM) is one of Europe’s largest asset managers and a major global investor, with total assets under management of £1.2 trillion*. We work with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors, retail investors and direct investors. Throughout the past 50 years we have built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions. We provide investment expertise across the full spectrum of asset classes including fixed income, equities, multi-asset, real assets and cash. Our capabilities range from index-tracking, active and exchange-traded strategies to liquidity management and liability-driven risk management solutions.

* Source: LGIM internal data as at 30 June 2020.  The AUM disclosed aggregates the assets managed by LGIM in the UK, LGIMA in the US and LGIM Asia in Hong Kong. The AUM includes the value of securities and derivatives positions.

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NS&I

NS&I offers a range of financial products with 100% security for all money invested - due to our backing by HM Treasury - even above the Financial Services Compensation Scheme limit. This provides absolute peace of mind for both advice firms and their clients. Our most well-known product is Premium Bonds, but we also offer savings accounts and ISAs.

NS&I is committed to supporting the financial advice industry in looking after the finances of many of NS&I's high value customers. Currently we have over 1 million customers with £50,000 or more invested with us, and over 11,000 have over £1 million invested with us. Many of these customers will have financial advisers.

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Sponsoring Partners

Aviva

Aviva

Aviva is a leading international savings, retirement and insurance business. We exist to be with people when it really matters, throughout their lives – to help them make the most of life. We have been taking care of people for more than 320 years, in line with our purpose of being ‘with you today, for a better tomorrow’.

Our vision is to earn our customers’ trust as the best place to save for the future, navigate retirement and insure what matters most to them. In 2019, we paid £33.2 billion in claims and benefits on behalf of our 33.4 million customers.

We will focus on the UK, Ireland and Canada where we have leading market positions and significant potential. We will invest for growth in these markets. Our International businesses in Europe and Asia will be managed for long-term shareholder value. 

Total group assets under management at Aviva group are £522 billion and our Solvency II capital surplus is £12.0 billion (HY20). Our shares are listed on the London Stock Exchange and we are a member of the FTSE 100 index.

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DDhub

DD|hub

ADFM due diligence used to be a real hassle. DD|hub transforms the process, giving advisers free online access to due diligence data from 20+ DFMs.

  • Library of 380+ due diligence questions:
    • Build your own custom DDQ,
    • Or use a pre-built question set to get started quickly
  • Review multiple managers, via filters
  • Online responses & assessment tools, with PDF/Excel export
  • Monitor selected managers for ongoing compliance & PROD monitoring

“Very impressive… long overdue” “Such a work-saver – it’s brilliant”
(DD|hub user feedback)

Register now, free, at ddhub.co.uk/AdviserRegistration.

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Dynamic Planner

Dynamic Planner enables UK financial advice firms to match people with suitable portfolios through engaging financial plans. It is a risk-based financial planning system, combining intuitive financial planning technology with a trusted asset risk model. Founded in 2003, it is an end-to-end and yet flexible system, using a single definition of risk throughout – from client risk profiling, portfolio review, cash flow planning and fund research - to ensure nothing is lost in translation in the planning and advice process.

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moneyinfo

moneyinfo offer a better client experience to wealth managers, financial advisers, and discretionary fund managers through the provision of fully white-labeled client portals and branded apps for Apple and Android. moneyinfo enables clients to bring together their entire financial life under a single login all in the advisers brand, delivering the client a better experience whilst providing the adviser with a digital service channel to re-engineer their businesses, removing email and post to increase security and efficiency and enable firms to provide advice to more clients more profitably.

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Transact

Transact

Our proposition is to deliver the best service in the investment platform market. We achieve this through a combination of proprietary software and regionally aligned Client Service Teams. This is further enhanced by our Head Office Technical Support Team and field-based team. Transact is top-rated by CoreData and Investment Trends independent research surveys every year inclusive 2010-2020. We offer access to the fullest range of tax wrappers and assets. Portfolio valuations, purchases and sales, templates, tax and client reports are all supported via Transact Online.

Our service includes links to portfolio and asset review tools, access to cash flow modelling tools and the provision of data to third-party service providers. We also provide access to trust services, over 100 Discretionary Investment Managers and all the major third party SIPP providers.

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