Legal & General Investment Management (LGIM) is one of Europe’s largest asset managers and a major global investor, with total assets under management of £1.1 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 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 30 June 2019. 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.
At Iress, we believe technology should help people perform better every day.
Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level.
From the world's most iconic financial brands to entrepreneurial advice firms, challenger banks and digital disruptors, we help improve every aspect of your business so you can work better, every day.
As a specialist platform for retirement wealth planning, James Hay works with advisers to help investors successfully navigate the second half of their financial lives. We’ve 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 58,000* investors trust James Hay to look after more than £26bn* worth of pension and investment savings. From being one of the first SIPP providers in the UK to pioneering the modular approach to retirement wealth planning, James Hay works to earn the trust of advisers. Our flagship retirement planning vehicle, the Modular iPlan, embraces the modular approach for SIPPs, ISAs and General Investment Accounts. This proposition enables fair and flexible pricing ensuring investors only pay for what they use, while they're using it. *correct as at August 2019
We’re one of the UK’s leading providers of specialist financial services solutions, completely focused on meeting the needs of people thinking about, approaching, or in retirement. Just is honest and moral with a strong social purpose. A beacon within financial services. We believe everyone deserves a fair, secure and fulfilling retirement, and that financial intermediaries are best placed to help people with the choices they need to make to achieve this.
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.
As a consistently award-winning lender, Pure Retirement provide simple and straightforward lifetime mortgage solutions for your clients to access the value tied up in their homes. At Pure Retirement we pride ourselves on providing an honest and reliable service, a mentality that defines everything we do in offering industry-leading solutions and support. We understand that our diverse clients will have a variety of needs, and consistently meet them by offering a range of cost-effective plans which are tailored to customer needs.
Clever is an investment technology company that runs a fully computerised, quantitative fund analysis system which utilises big data and complex computer algorithms to analyse every fund, in every sector, every month. This CleverEngine is what drives our two propositions; CleverAdviser and CleverMPS.
FE Invest is FE's range of risk-optimised discretionary model portfolios offering Advisers investment options to suit a range of investor risk profiles and investment objectives. With AUM surpassing the £1.5billion mark in just over 3 years since launch, FE Invest has been named the fastest growing DFM on platform by independent research from Platforum. Visit our stand at the Money Marketing Interactive conference to find out how our proposition can add value to your business.
The SimplyBiz Group is the largest provider of outsourced regulatory and business support services in the financial services market, currently supporting over 25% of directly authorised advisers in the UK. That support also extends to those looking to make the transition to become authorised. Through acquisition, organic growth and innovation, we now have 16 leading brands, across all key sectors including investments, mortgages, insurance, consumer credit, workplace, estate planning, fintech, regtech and surveying. Through our core advisory service brands, we now support over 3,700 advisory firms and a further 8,500 advisers via our technology platform. Ever-evolving as a Group, our ethos is to provide excellent consumer outcomes at its core whilst creating an environment within which advisers can develop their product provision, knowledge and understanding and therefore their firms can thrive.
Supplier Hub Sponsors
PortfolioMetrix are a multi-award winning, innovative investment manager that provides independent financial advisers with an alternative way to access discretionary investment management for their clients. Our proposition comes at a competitive price and doesn’t compromise the adviser/client relationship. The London winner of the Citywire Wealth Manager Regional Stars award for two consecutive years, voted the WM Small Business of the year at our first attempt in 2018 in association with ARC and, in 2019, have received the accolade of PA Discretionary Manager of the Year. Our proposition offers the convenience of online model portfolios yet delivers customised portfolios, tailored to individual client requirements. Investment performance has demonstrated consistent and reliable risk and return separation of portfolios that doesn’t undermine the financial planning process. This is achieved through our academically-robust, risk-based investment approach. WealthExplorer™ is integral to the PortfolioMetrix customised service. A proprietary owned and designed software system, WealthExplorer™, 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 and ultimately delivers better client outcomes, when utilised by financial advisers.
WAY Investment Services is part of the WAY Group, an independent financial services group, which was 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 first rate technical and administrative support.
The Personal Finance Society is the UK’s leading professional body for the financial planning community and is dedicated to building public trust in the profession. Our members commit to high professional standards by adhering to our Code of Ethics and ensuring their technical knowledge is kept up-to-date.
Carbon Offset Partner
Incisive Media Events has partnered with BusinessGreen, the UK's leading green business media brand, to help deliver on our sustainability strategy. Incisive Media Events mission in partnership with BusinessGreen is to create a genuinely sustainable events business.
As part of the new strategy, Incisive Media will commit to working towards the ISO20121 https://www.iso.org/iso-20121-sustainable-events.html sustainable events standard.
Our goal is to reduce our paper consumption, improve recycling rates, curb food waste and cut red meat at all our events. We will also look to deliver carbon offsetting at our events wherever relevant. In addition, we will be asking all suppliers to provide detailed information on their sustainability credentials and initiatives, we will ban plastic straws at all of our events, and we will focus on and highlight how to travel to our events via public transport.
For more information about BusinessGreen go to https://www.businessgreen.com/.