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Sponsor's profiles
Alliance Trust PLC is a self-managed investment company with investment trust status. With headquarters in Dundee, Alliance Trust PLC, a FTSE-100 company has been investing since 1888 and is the largest generalist UK investment trust by assets listed on the London Stock Exchange. As at 31 July 2008, it managed assets of nearly £2.6bn. Our focus is to generate superior returns for shareholders over the medium to long term through a combination of capital growth and income. We have no fixed asset allocation benchmark and we invest in a wide range of asset classes throughout the world to achieve our objective.
The Ascentric Wrap enables you to view and control all your clients’ assets in one place. Pricing is very competitive, with clear and transparent charging, flexible remuneration and the ability to tailor to your clients’ needs and brand to meet your firms requirements.
Ascentric is a ‘Whole of Market’ wrap service, established by, and exclusively for, Independent Financial Advisers.
T - 0871 423 6100
Elevate is the wrap platform from AXA Distribution Services. Our consultative and phased approach to delivering Elevate demonstrates our belief that wrap platforms must be built around financial planners and their clients’ needs. Hence Elevate offers a flexible dual pricing structure, a Business Consultancy service and a firm commitment to helping you build long term value for your business – in addition to key services and tools.
www.elevateplatform.co.uk
Tel: 0845 600 2399
BNP Paribas is one of the strongest banks in the world (rated AA+ by S&P) with more than 160,000 employees in 85 countries across six continents, servicing more than 20 million retail customers and 140,000 corporate clients. Over the last 10 years BNP Paribas has provided cutting-edge structured investments to the retail space around the world. Building on this exceptional market knowledge, BNP Paribas is now bringing its expertise in capital protected funds to financial advisers in the UK.
Cardif Pinnacle is part of global banking group BNP Paribas and has been providing Investment Bonds, including Guaranteed and Unit Linked Bonds to a wide range of clients for over 10 years.
Our approach is to provide straightforward, value-for-money investment products and the highest levels of service. A combination of innovation and excellence has established our market position resulting in premium income in excess of £1bn in 2007.
Clerical Medical is a leading provider of pensions and investments in the UK. We have an established offshore division to supplement an onshore presence that covers investment, retirement and financial planning solutions. Our market leading reputation for technical capability has been demonstrated by our response to the Budget and other major issues this year. Providing consistent and dependable service is a priority. This year we won, for the second year running, a 5 star FT Adviser Award for our online services.
Clerical Medical is dedicated to financial advisers, to support their business growth and to providing the range of products and services that clients require. To find out more please visit us at www.clericalmedical.co.uk/adviser
Dimensional Fund Advisors was founded in 1981 by David Booth and Rex Sinquefield,manages over $150 billion and applies academic research to the practical world of investing. The firm maintains close ties with the University of Chicago, and has board members and consultants including the University of Chicago ’s Eugene Fama, Nobel Laureates Myron Scholes and Robert Merton, Dartmouth College’s Kenneth French and Yale University ’s Roger Ibbotson.
Evercore Pan-Asset became a sponsor of the IFP in August to promote its asset allocation advisory and investment management services. The advice covers around 40 asset classes worldwide and is available on a stand-alone basis or rolled up into a full portfolio management service. Exchange Traded Funds (ETFs) are used to access most asset classes –an approach which helps to keep down costs and avoids stock-specific risks. Evercore Pan-Asset were attracted by the quality of the IFP members and look forward to offering them and their clients a truly global and diversified investment solution.
The F&C Investments is a London Stock Exchange listed global asset manager. F&C manages over £90 billion for more than three million customers. F&C caters for a diverse range of institutional, insurance and retail clients. We have offices worldwide and a heritage stretching back 140 years. We have a major presence in the UK retail market with strength in corporate bonds, UK and European equities, multi-manager and ethical funds.
F&C manage the market leading Stewardship range of ethically screened funds - and with over £3 billion invested across these funds we manage almost 40% of the UK’s ethically screened assets. F&C is a leading force in the UK investment trust industry with the flagship Foreign & Colonial Investment Trust being the first such trust, having launched in 1868.
Fidelity International was established in 1969 and serves the investment needs of individuals, institutions and advisers in markets outside the Americas. Our international network enables us to combine a global approach with a local focus. This has helped us to become one of the UK's largest mutual fund managers1. Fidelity has also won a reputation for innovation. In the UK, the company launched the first online fund supermarket, FundsNetwork™.
Frontier Capital Management manages the unique Multi Asset Platform (MAP) funds that target high risk-adjusted returns through all economic cycles by diversification across eight traditional and alternative asset classes accessed by ultra low-cost active indexing strategies. September will see their flagship funds reach a milestone three year track record as well as enhancements to its method of hedge fund investment.
Fundamental Tracker Investment Management Ltd is a new company bringing a new concept to the UK investment world. It uses the best elements of tracker and active funds in its innovative investment process to offer equity asset returns in low risk, low cost and low maintenance way through its only product, The Munro Fund.
Fidelity International was established in 1969 and serves the investment needs of individuals, institutions and advisers in markets outside the Americas. Our international network enables us to combine a global approach with a local focus. This has helped us to become one of the UK's largest mutual fund managers1. Fidelity has also won a reputation for innovation. In the UK, the company launched the first online fund supermarket, FundsNetwork™
This item is for Investment Professionals only, and should not be relied upon by private investors. SSB1140/1208
1Source: Investment Management Association , September 2007, total retail and institutional funds under management, including Unit Trusts, OEICs, PEPs and ISAs.
Formed in 1989 we specialises in SIPP and SSAS. We believe our contracts are ideally suited to take advantage of the full range of self investment options with true flexibility. Our transparent fee structure, our expertise in property and our commitment to communication offers the professional option from a company working directly with Financial Planners.
We pride ourselves on our knowledge of the pension and trust market, which enables us to tailor bespoke solutions for our clients. At Investec Private Bank we are committed to paying consistently competitive rates of interest on cash deposits as well as commission. In addition to this, our simple and flexible bank accounts are supported by Investec’s renowned ease of administration and commitment to building and maintaining relationships.
James Hay's reputation for excellence is based on our proven ability, over more than 25 years, to meet the service needs and expectations of Financial Advisers to whom we offer unrivalled technical and professional support. Our unique SIPP and Wrap expertise and award winning service have made us a leading specialist UK provider of services for those who wish to control the management of their investment and pension portfolios.
JPMorgan Asset Management is one of the largest investment management companies in the world, managing assets of approximately £603 billion on behalf of private investors, corporations, Government institutions, and pension funds in over 60 countries.* Along with a wide range of investment solutions for investors, we also have a range of initiatives to support better financial education.
*As at 30 June 2008
Lawrence House Fund Managers provides a highly personal range of investment management services. It’s investment management team have over 100 years experience of managing Multi Manager portfolios. LHFM offer a Portfolio Management Service, an OEIC with three sub funds, and a SIPP proposition.
LHFM services are available through independent financial advisers and are proud to be associated with the IFP.
Life Trust is the first financial services company to focus exclusively on addressing the financial issues arising from increasing longevity. We aim to be the leading brand offering financial solutions that help people plan for the prospect of living longer.
Life Trust is financed by three major financial institutions – JPMorgan, The Royal Bank of Scotland Group and D. E. Shaw.
To find out more about Life Trust, please visit www.lifetrust.com
Margetts Fund Management Ltd is one of the oldest and most successful multi-managers. The first multi-manager was launched in 1992 and the Margetts investment management team have won numerous awards for investment performance across their range in recent years. In 2008 & 2007 Margetts were awarded the Lipper Award for Best Small Group for Mixed Assets.
MLC and Pivotal Consulting offer a unique service in the UK
MLC are one of the World’s leading Manager of Manager investment solutions, amassing in excess of £40 Billion funds under management since launch in 1986. Pivotal Consulting, a specialist consulting arm dedicated to adviser businesses whom drive and support the transformation of UK financial advice practices to high performing Financial Planning practices.
Morningstar is a leading global provider of independent investment research. In the UK, our Adviser Workstation service provides valuable support for financial advisers in the critical areas of asset allocation and portfolio construction and management.
Morningstar has built an enviable reputation as a trusted source for insightful information on managed funds and for its expertise and understanding in supporting advisers to help customers make better investment decisions.
NS&I is one of the UK’s largest financial providers with 28 million customers and over £85 billion invested. It is best known for Premium Bonds, but also offers Inflation-Beating Savings, Direct ISA, Guaranteed Equity Bonds and Children’s Bonus Bonds in its range. All products offer 100% security, because NS&I is backed by HM Treasury. NS&I products are available over the telephone, internet, post and by standing order. They are also available through a network of 13,500 UK Post Office® branches and customers can pick up brochures for our Premium Bonds, Inflation-Beating Savings and Income Bonds at retailer WHSmith in 400 of its High Street stores and 155 of its travel stores.
Octopus Investments is one of the UK’s fastest growing alternative investment specialists, providing a growing range of innovative investment products including VCTs, Enterprise Investment Schemes, Inheritance Tax Solutions, Business Property Relief Products and a range of UK equity OEICs.
Octopus was recently voted the top UK financial services company to work for in the Sunday Times survey of “Best 100 SMEs to Work For” in 2008.
PFB is a leading provider of direct commercial property investments. We work exclusively with authorised advisers providing access to high quality property transactions. We manage actively to achieve superior returns.
Our aim is to create value through an appropriate strategy and intelligent structuring, while controlling risk. A recent example is the PFB Data Centre Fund where over £50 million in equity was raised. PFB investors have repeatedly enjoyed returns of between 15% and 20% per annum or more.
Præmium supplies online portfolio administration services (V-Wrap) and Separately Managed Accounts (SMA) technology to wealth managers, Financial Planners, accountants and stockbrokers.
Præmium SMARTfund Service enables distribution firms to create their own cost-efficient and transparent funds, enabling planners to build value in their business while providing clients with an enriched and more tax-efficient investment experience.
Premier Asset Management Limited, via its FSA regulated subsidiaries, manages a range of authorised UK and offshore funds. It also provides bespoke discretionary management services for both private and corporate clients. We are committed to employing only the very best investment management resources in the industry and this philosophy, combined with a focus on access to excellence, ensures that Premier offers truly active and independent fund management. Premier Asset Management currently has just under £1.6 billion in funds under management (as at 01/07/08).
Russell Investments is one of the world's most influential and trusted providers of investment services. Founded in 1936, Russell pioneered multi-manager investing launching its first funds for US investors in 1980 adding Dublin domiciled funds in 1994. The firm manages approximately US$200 billion in assets through strategic distribution alliances and independent financial advisors in over 40 countries. Russell supports advisors globally with a combination of intelligent portfolio design, capital market insights and practice management.
Scottish Widows has been working to help people plan their financial futures since it was founded as Scotland's first mutual life office in 1815.
We have become one of the most recognised brands in the industry and are consistently a leading provider of flexible and innovative solutions meeting your clients’ financial needs.
Financial advisers voted Scottish Widows the best individual pension’s provider in 2007 and 2008 and best pension provider in 2008.
Scottish Widows Investment Partnership (SWIP) is one of Europe's largest asset management companies, managing over £90 billion* worth of assets. We offer a comprehensive product range designed to meet investors' needs and count UK and European equities, property, absolute return and multi-manager as our core competencies. Our reputation is built on innovation, insight and teamwork; essential elements in our relentless pursuit of consistent, strong performance.
*Source: SWIP as at 30 June 2008
Seven Investment Management (7IM) offers a unique combination of services to Financial Planners who wish to delegate investment management whilst keeping full control of the client relationship. 7IM provides a discretionary management service delivered via our team of specialist investment advisors, together with a range of multi-manager OEIC funds, and a wrap platform to allow you to oversee all your clients' investments. Call us on 020 7337 0527 for more details or to arrange a meeting.
Skandia have always championed the need for professional financial advice and so are delighted to be a sponsor of The Institute of Financial Planning. Skandia and the IFP have both successfully grown and developed since their beginnings over 20 years ago. Skandia's core belief in adviser recommendation and the Institute’s promotion of the professional, highly qualified adviser, operating within strict codes of practice and ethics mean there is a natural synergy between us.
A Danish and pan-European investment house, Sparinvest relies on academic research and empirical evidence to provide prudent investments with a superior relationship between risk and return. A total commitment to strategic asset allocation underpins all Sparinvest’s investment strategies as well as determining the range of services and products that the Group offers.
Established in Edinburgh in 1825, the Standard Life group is a financial services group whose principal activities consist of the provision of life assurance and pensions, investment management, banking and healthcare insurance products with approximately 10,000 employees spread across the UK, Canada, Ireland, Germany, Austria, India, Hong Kong and mainland China
Standard Life Assurance Limited (SC286833) is registered in Scotland at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH and is authorised and regulated by the Financial Services Authority. 0131 225 2552. Calls may be recorded/monitored. © 2008 Standard Life
Stenham, established in 1901, has been active in wealth management for over 25 years, focusing exclusively on alternative wealth products with an award-winning track record. We pride ourselves on providing specialist, market-leading solutions for professional advisers and their clients.
Stenham has been managing and advising on multi-manager hedge fund portfolios since 1988 and have a successful 20 year track record of delivering consistent absolute returns through many challenging economic cycles.
Suffolk Life is a leading SIPP provider and has become synonymous with consistently high-quality service. We have established over 12,000 self-invested plans and total assets now exceed £3 billion, including around 1,500 properties for over 2,500 SIPP investors. Our MasterSIPP has accepted both protected and non-protected rights for self-investment since October 2007, breaking the historic limitations of cash or insured funds.
Prestwood are the leaders in client facing financial planning software. In 2007 they launched ‘Truth®’ which has since helped hundreds of advisers move to more profitable financial planning models. Truth is easy to use with clients thereby creating powerful client relationships. It moves the focus off products and investments to what matters most – helping clients identify, achieve and maintain their desired lifestyle.
Thesis was established in 1974 and has grown to become the largest solicitor-linked asset manager in the UK. The firm was founded from a desire to give the same level of investment expertise enjoyed by leading companies and City institutions to individual investors. Thesis manages funds in excess of £1.2bn on behalf of individual investors, trusts, family offices, partnerships, charities and pension trustees.
threesixty services llp is a leading provider of support services to directly regulated IFA practices. Their team of dedicated and experienced professionals take a genuine pride in assisting each of their clients in achieving their objectives.
Realising every directly regulated IFA is unique and requires bespoke support; threesixty deliver genuine menu based services to over 530 directly regulated firms.
To find out more about threesixty services please visit
Tilney Private Wealth Management is delighted to sponsor the IFP for another year.
We recognise the enormous value of the institute via the successful relationship we have built with a growing number of its members - providing effective outsourced investment management that benefits Financial Planners and their clients.
Since December 2006 Tilney has been the UK arm of Deutsche Bank Private Wealth Management. Tilney is one of the UK’s most respected and longest-established wealth managers. It was founded 1836 and has assets under management in excess of £7.3 billion.*
For more information call David Gurr on 07977 474873, email david.gurr@db.com or visit www.tilney.com
* as at June 2008.
Transact is the first independent, IFA-only Wrap service to be launched in the UK in 2000. Transact provides a full range of open architecture tax wrappers which can purchase, hold and report on virtually any asset that is tradeable and priceable in the UK, including all Unit Trusts, OEIC's, Investment Trusts, Equities, Gilts, VCT's, ETF's Hedge Funds and cash. UBS has a well-established business model for working with Financial Planners. We look to capture common goals and establish a framework for a successful working relationship. Our aim is to ensure that Financial Planners can improve the offering to their clients, benefit from world-class services and concentrate time and resources on core competencies.
To find out more please contact Chris Fisher on 020 7567 1432.
Vantis is a fast growing, entrepreneurial business advisory, tax and accountancy group. We specialise in helping quoted companies, owner-managed businesses and private individuals successfully achieve their personal and business aspirations.
Our services are provided locally and nationwide by experienced professionals and specialist industry teams who offer comprehensive sector knowledge and product expertise. Our aim is to provide all of our clients with successful, bespoke solutions to help generate and preserve their wealth.
An AXA UK company, Winterthur Life UK Limited is a specialist producer of wealth management solutions to the high net worth marketplace.
Winterthur Life UK Limited provides focused investment and retirement solutions and support services predominantly distributed through quality IFAs as part of AXA Life's AXA & Winterthur Wealth Management business proposition. The company is recognised as having an innovative approach to financial products and its products feature simple, transparent charging with access to a wide range of carefully selected investment funds and fund managers via its Tailored Selection fund platform. Winterthur is also differentiated in the market through its focus on service excellence, which was reflected in the company winning Company of the Year and two Five Star service awards at the Financial Adviser Service Awards 2007. |
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| Institute of Financial Planning Limited Registered in England: Whitefriars Centre, Lewins Mead, Bristol BS1 2NT Registered number: 2109630, VAT Number: 489201333 |
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