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.
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.
Pictet Asset Management is an independent asset manager offering investment services around the world. We have had an office in London since 1980. Our key investment capabilities include Thematic Equities, Strategic Credit, Emerging Markets Debt, Emerging Market Equities, Multi-Asset and Alternative Investments. We manage £184 billion in assets as at the end of December 2020. We are convinced that Environmental, Social and Governance (ESG) considerations can help us make better long-term investment decisions for our clients. For decades, sustainability has been central to our way of thinking. Since the Pictet Group was founded in 1805, we have aimed to ensure the prosperity of our clients over the long term. In doing so, we have instinctively considered the interests of future generations.
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