What matters most to our clients, matters most to us. For over two centuries we have helped clients look forward to a successful future, planning for the long term and investing time building a personal understanding of their unique circumstances and ambitions. From private individuals, family offices and trusts, to businesses and pension plans, they all rely on us to provide bespoke, discretionary and advisory investment services. Our experience of navigating complex markets and adapting to change helps us balance risk and reward. We are experts in investment management and wealth planning, and also offer discretionary fund management to external advisers, and are a leading UK charity Fund Manager.
With over 38 years’ experience, Dentons has gained a reputation as a professional, knowledgeable and efficient self invested pension administrator, renowned for its technical expertise, award winning customer service and investment flexibility. Offering the latest technology through an online SIPP application, adviser portal and e-signature platform. We currently administer over 6,200 Self Invested Personal Pensions (SIPPs) with a 5 star Defaqto rating, and approaching 800 Small Self Administered Schemes (SSAS). We’re experts at dealing with complex investments and transactions, including the management of over 2600 commercial properties within our portfolio. Through robust due diligence processes we have controlled exposure to non-standard assets. With a strong track record of profitability and financial stability, the company administers over £4.6 billion of assets.
Goji is a specialist Direct Lending investment manager and platform. We give Financial Advisers regulated, risk-managed access to the Direct Lending market using our proprietary platform technology. We carefully construct portfolios using our rigorous due diligence process, across leading UK lending partners. We’re the first UK platform to offer investors access to a diversified pool of lending assets in an ISA. Our Lending Bonds target net fixed term returns in excess of 5% which are lowly correlated to mainstream assets, higher than those available from traditional deposits, and less volatile than traditional fixed income investments.
Legal & General Investment Management (LGIM) is one of Europe’s largest asset managers and a major global investor, with total assets under management of £983 billion *. 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 45 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 31 December 2017. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor. Data includes derivative positions.
Orbis is a global investment firm, managing around £27 billion of assets. We have been creating long-term value for our institutional clients since 1990 and have now made our investment expertise available to UK retail investors. Founded in 1989, we are a privately owned firm with offices across 5 continents. Our largest presence is based in London across our two offices. Our investment philosophy is fundamental, long-term and contrarian and we are uniquely structured to encourage bold but considered decisions, even in times of stress. As a firm, our business model is structured in a way that requires us to deliver meaningful long-term outperformance to our clients. UK investors can now access two Orbis funds, our Orbis OEIC Global Balanced Fund and Orbis OEIC Global Equity Fund.
Launched in 2013, by Lothar Mentel, Tatton Investment Management is a discretionary fund manager accessible only through Financial Advisers and investment platforms. Tatton ranks among the fastest growing platform only discretionary managers in the UK, with over £5 billion assets under management working with over 340 IFA firms across 11 platforms. We offer investors a range of investment strategies all based around our philosophy of delivery against investment objectives, value and fee transparency, at service levels we expect for ourselves. We believe in the importance of financial advice, so we work exclusively with Financial Advisers, collaborating with them to help meet their clients’ investment goals.
Copia Capital Management is a Discretionary Fund Management facility. It was established in 2013 by Novia Financial plc to provide cost effective, diversified, multi-asset portfolios for a given set of portfolio objectives which are constructed primarily using Exchange Traded Funds. Each range of Copia portfolios has a different objective addressing different client needs. A fundamental part of Copia’s philosophy is the belief that the main driver of portfolio outcomes is allocation across a broad range of asset classes. Industry-based research has shown that asset allocation, rather than stock selection, is the main driver of portfolio returns. Copia’s investment approach uses quantitative algorithms for asset allocation and risk management purposes.
Intelliflo has been providing web-based software to the UK financial services sector since its formation in 2004. Our leading web-based practice management software, Intelligent Office, has continually evolved to meet regulatory and market changes and is widely used by UK financial advisers to help them become leaner and more efficient, manage their business risks and increase their profits. By integrating with a huge range of platforms, service and tool providers, Intelligent Office supports modern advice firms in providing their clients with unparalleled service. The Personal Finance Portal, now including an automated advice option, helps them deliver that service in a secure and engaging way, improving the client experience and helping to grow and scale businesses cost-effectively.
LightTower Partners provides adviser education and partners with investment-led managers at the forefront of their sectors to develop and distribute innovative products. We offer product development and distribution for tax efficient investment products across a range of structures, including Venture Capital Trust (VCT), Enterprise Investment Schemes (EIS) Seed Enterprise Investment Schemes (SEIS) and Inheritance Tax Mitigation (IHT).
Founded on the belief that everyone deserves to enjoy their later years, we enable customers to access the value tied up in their homes with our 5 star range of lifetime mortgage solutions. We deliver first-class service, voted ‘Best Provider for Adviser Support’ at the Equity Release Awards two years running. Pioneers for the growth of Equity Release, we lead on Adviser Engagement through our partnership with the ER Council, close relationships with the clubs, and our sponsorship of events, educational newsletters and online resource tools for the whole adviser market. Voted Yorkshire’s number one business in Yorkshire’s Fastest 50 for 2018, we’re committed to innovation in product and service for advisers and customers alike.
Retirement Advantage provide a range of simple, secure and flexible products for those who are in, at or approaching retirement. We have over £2billion of funds under management, and a heritage dating back 160 years. In January 2018 Retirement Advantage became part of the Canada Life Group (UK) Limited, itself part of Great-West Lifeco, a group with over 30 million customers worldwide and £760 billion in assets under administration. Our award-winning pension drawdown solution, The Retirement Account, allows clients to combine uncrystallised pension savings alongside pension drawdown, including the unique option of a guaranteed annuity held in a tax-advantaged wrapper. The Retirement Account is suitable for clients who want to take advantage of pension freedoms, especially those who wish to guarantee or protect some of their income, whose final salary scheme benefits don’t match their needs, those taking early retirement, or who want guaranteed income and death benefits protected in a drawdown wrapper for tax planning. Retirement Advantage holds the Financial Adviser 5 Star Service award for Life and Pensions, and our Equity Release products have won awards for their innovation, quality and value. Canada Life is fully committed to the long-term future of The Retirement Account and our equity release products, and we are hard at work on their development.
Founded in 2004, Selectapension is a specialist software company that provides a range of easy to use pension and investment planning tools for those working in the Financial Advice sector. Selectapension technology makes the analysis, product research and comparison aspects of the financial planning process more efficient, freeing up Advisers to spend more time with their clients.
Seneca Partners is an investment management and corporate advisory business which specialises in working with SMEs with an annual turnover of up to £100 million. Located in the North of the UK, Seneca Partners is an established and well known provider of growth capital to businesses in the regions around the Northern Powerhouse cities where it maintains a long standing network of professional connections. Working alongside some of the UK’s most prominent entrepreneurs, Seneca Partners provides both financial support and intellectual capital in support of growing businesses as part of their Tax Advantaged Product offering.
Thesis Asset Management Limited manages investments for different types of client, from private individuals to charities, pension funds and trusts. We use a central investment process and our own research and analysis to inform the decisions of our investment managers. We pride ourselves on our professional relationships and high standards of client service. Many clients are introduced to us through referrals from financial advisers, accountants and lawyers, and we welcome this chance to work in partnership with other professional firms. We create bespoke and model portfolios, and offer specialist services such as AIM and managed income, as well as centralised investment propositions for advisers.
Unicorn Asset Management, which was established in 2000, is an independent investment management business that specialises in UK small and mid-cap equities with particular expertise in investing in the AIM market. Amongst its range of Funds, Unicorn manages one of the largest and most successful AIM-focused VCTs in the market as well as the more recently launched AIM IHT ISA Service. The Unicorn team of seven investment professionals has well over 100 years’ experience and manages in the region of £1.2billion, of which more than £300m is invested in the AIM market. Chris Hutchinson, Director and Senior Fund Manager, has managed the Unicorn AIM VCT since he joined Unicorn in 2005.
FE Analytics+ is a powerful investment and research solution. Sitting at the heart of many advisory firms’ investment processes it helps advisers create and run their own Centralised Investment Propositions, offers a range of model portfolios and helps advisers to demonstrate the suitability of their investment advice. It can also help you communicate advice to clients in an easy to understand format through jargon free reporting. By using the breadth and depth of data that powers our solutions, you can demonstrate to clients the impact of their investment decisions and the quality of the advice that you give them. You can be confident in your ability to closely monitor their investment portfolios on an ongoing basis and communicate changes to clients quickly and effectively.
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The Financial Adviser School provides academic and skills training on CeMAP and DipFA qualifications. Recently, we’ve added the Advanced Diploma training to our list of programmes and are pleased to support advisers through their Level 6 qualifications to achieve Chartered Status. We are part of Quilter and are longstanding supporters of financial advice, as we believe people who take advice are more likely to reach their financial goals. The school operates on a not-for-profit basis. Quilter’s purpose is to create prosperity for the generations of today and tomorrow. The Financial Adviser School forms an important part of this by: • Helping learners achieve the knowledge, skills and behaviours required to have a successful career as a financial adviser • Helping existing advisers grow their businesses with the opportunity to hire learners going through the Financial Adviser School • Supporting financial advisers to get the next level of qualifications.
Comparetheplatform.com is a platform price comparison website for use by both advisers and consumers. We offer free, independent and impartial guidance to help you make informed decisions about which investment platform to use. Comparetheplatform.com is a Fundscape brand.
P1 Investment Management (P1) is an adviser-led discretionary fund manager. Launched in 2016, P1 was developed from an IFA which having been operating and running portfolios since 2012. P1 works closely with IFAs and uses technology to overcome the restrictions and limitations dominant in existing investment solutions. This allows us to provide efficient and effective solutions including; ethical and sustainable portfolios, passive portfolios and hybrid portfolios all at market leading prices. P1 has a key focus on ethical and sustainable investing. It strives to raise awareness around the fundamental importance of ethical investment and increase familiarity with the concept. We specialise in the various approaches used for investing ethically.
PortfolioMetrix was founded in 2010 and began managing investments for UK clients in early 2013. We provide independent financial advisers with an alternative way to access discretionary investment management at a competitive price and without compromising the adviser/client relationship. In 2017, we were the London winner of the Citywire Wealth Manager Regional Stars award. Our proposition offers the convenience of online model portfolios yet delivers customised portfolios tailored to individual client requirements. Investment performance since 2010 has demonstrated consistent and reliable risk and return separation of portfolios. This is achieved through our academically-robust, risk-based investment approach. Wealth Explorer™ is integral to the PortfolioMetrix service. A proprietary owned and designed software system, Wealth Explorer™ is purpose built to equip advisers with a broad range of tools designed to deliver unique client insights that add value to the adviser/client relationship.
Timeline is the sustainable withdrawal rate software used by financial planners in the UK, US and other developed countries across the world. Timeline uses extensive empirical research, asset class returns, inflation and mortality data to assess how a retirement strategy might fare under various market conditions.
WAY Investment Services is part of the WAY Group, an independent financial services group which founded in 1996. In the last fifteen years, WAY Investment Services has built a reputation as a leading provider of sophisticated and flexible trust-based inheritance tax planning solutions and through WAY Tax & Trustees Services, it is also able to offer trustee services for those seeking an independent corporate trustee. WAY Investment Services operates across the UK through independent financial advisers to meet the varying needs of their clients and our services are backed up by a first rate technical and administrative support.