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 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.
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.
Bio to follow.
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.
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 9,000 have over £1 million invested with us. Many of these customers will have financial advisers.
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.
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.
To discuss sponsorship opportunities for the 2021 Money Marketing Interactive conference, please contact
Piers Johnson, Managing Director
T: +44 (0) 20 8075 8150