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Sponsor's profiles
Ascentric is a leading edge platform built with advisers in mind. Our unbiased & unrestricted approach to the market means we’re not tied to particular fund managers or product providers. This gives you unrivalled access to a series of tax wrappers designed to support a holistic approach to financial planning.
Ascentric is already well positioned to meet adviser needs in the forthcoming Retail Distribution Implementation Programme, with features including clear & transparent charging, competitive pricing, adviser firm branding, large fund range (over 2,300 funds, shares, bonds & cash), ISA, SIPP, SASS, Offshore Bonds, Onshore bond tax wrappers and unwrapped General Investment Accounts.
Elevate has been developed in consultation with Financial Planners and is designed to put you in control.
Elevate provides access to over 1,600 funds and online Securities Trading; investment accounts, including a Pension Investment Account with online drawdown; a flexible dual charging structure; dedicated business consultancy service; straight-through processing to selected back-office systems and a firm commitment to help you build long term value for your business. For more information visit www.elevateplatform.co.uk or call 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.
Braemar Group plc creates, sponsors and operates a range of investment funds. Braemar predominantly specialises in real estate investment schemes, which are structured as OEICs, plcs and limited partnerships, promoted to high net worth individuals, via IFAs and other regulated entities.
Funds include UK Agricultural Land, Student Accommodation and Ground Rents.
Braemar is also due to float its Braemar UK Agricultural Land plc on AIM later this year.
Curtis Banks PLC are specialist providers of SIPPs and SSASs. Our extensive knowledge and experience, and our investment in modern systems, allow us to deliver first class solutions to financial planners and their clients. Features of our products include full flexibility, ease of use, robust systems, high service standards, streamlined transaction processes, online access to current data and competitive fees.
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.
EEA Group Ltd, the Equity, Environmental and Alternative investment group was established in 2003 and currently has over £1bn of assets under management. EEA’s Life Settlements Fund is a pioneering low risk, uncorrelated investment solution offering stable and consistent returns. The model analyses each policy on its own merits rather than trying to achieve an actuarial average across the portfolio.
F&C Investments is a proud sponsor of the Institute of Financial Planning. F&C is a London listed global asset manager with over £99 billion* under management. We provide investment solutions for a diverse range of institutional, insurance and retail clients through offices worldwide. F&C’s heritage in the UK retail market stretches back 140 years with the launch of the Foreign & Colonial Investment Trust, the world’s first collective investment. For further information please contact Broker Support on 08457 99 22 99 or email adviser.enquiries@fandc.com Website: www.fandc.com
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.
Fidelity FundsNetworkTM is the UK's award-winning online investment platform for advisers and investors and offers a wide range of funds, tax-wrappers, trusts and planning tools. The platform hosts over 1,100 funds from more than 65 leading investment companies and provides a free re-registration service allowing you to centralise the record-keeping of all your clients’ investment funds, giving you the full picture and greater control. The tax-wrappers available include a market leading SIPP*,onshore and offshore bond** and ISAs (including ISA Cash Park - a temporary reserve for cash within a Stocks and Shares ISA until your client is ready to invest). For more information about FundsNetwork visit fundsnetwork.co.uk/adviser or call our BrokerLine 0800 41 41 81. *The FundsNetwork SIPP and FundsNetwork Investment Bond are provided and administered by Standard Life Assurance Limited. **The FundsNetwork International Bond is provided and administered by Standard Life International Limited.
Grant Management help people invest in traditional residential property in the UK. Service covers all aspects of sourcing, renovation, furnishing and property management. Grant Management has helped people invest in around 1,700 properties in 12 cities across the UK. The company also manages residential property funds on behalf of Asset Managers, Fund Managers and Institutional Investors. Grant Management has £0.5bn assets under management.
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.
Henderson New Star is able to offer the investor a compelling combination of fund management expertise and global resources with strengths in equities, fixed income, commercial property, multi-manager and sustainable and responsible investing. Our multi-boutique approach provides investors with choice from a wide range of funds across multiple asset classes and offers the flexibility to deliver good performance throughout the economic cycle.
iShares is the world's leading provider of exchange traded funds (ETFs), managed by Barclays Global Investors, with total assets under management of $303 billion globally*. Investors can use iShares ETFs to gain a diversified exposure into the performance of key benchmarks and asset classes including: equities, fixed income as well as emerging markets, property and alternatives. The extensive ETF offering allows investors to implement different investment strategies ranging from core / satellite, tactical allocation, risk management to cash equitisation.
For more information on all iShares ETFs, their performance and funds holdings, please visit www.ishares.com
Please note that as with all stock market investments, the price of the investments may go up or down and the investor may not get back the amount invested.
*ETF Landscape Report, April 2009
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
Founded in 1987, Laserfiche® creates simple and elegant document management solutions that help organizations run smarter. Today, more than 25,000 organizations—including numerous investment advisors, financial advisors and broker-dealers—use Laserfiche premiere solutions to streamline processes for managing documents, records and workflow. By digitizing paper archives, Laserfiche enables financial services professionals to find what they need in seconds, quickly prepare for audits and make better-informed decisions. Secure Web access allows firms to share information with remote offices, business partners and clients, while comprehensive security options ensure compliance with government- and industry-mandated standards.
Founded in 1994, Liontrust Asset Management PLC is an independent fund management group, part owned by its management team. The company successfully floated on the London Stock Exchange in 1999. Liontrust provides process-driven portfolio management services targeted primarily at professional investors and advisers. The Group manages segregated and pooled pension fund accounts, unit trusts, offshore funds, absolute return funds and individual savings accounts, currently totalling £3.4 billion.
Created in 1998, Lyxor AM currently manages EUR 82.1 billion. It is a wholly-owned subsidiary of Société Générale Group, belonging to the CIB arm. Lyxor AM offers one of the most diversified and liquid range of ETF. The company is one of the top players of the European industry. Lyxor ETFs are listed in Europe and Asia and reflect Equity, Bond and Commodity markets.
Macquarie has been operating a wrap account for independent financial planners in Australia for 10 years and it is a core business of ours. Today, Macquarie administers more than £11bn (A$24bn) on behalf of over 65,000 investors through more than 2,500 financial planners. Macquarie Wrap is a smart, simple and effective solution that allows planners to better manage their clients’ investment portfolios. The Macquarie Wrap service has been developed through consultation with thought leading financial planners in the UK and provides a solution that allows them to service their clients by integrating the various components of advice and smart portfolio administration solutions.
Man is a world-leading alternative investment management business. With a broad range of funds for institutions and private investors globally, it is known for performance, innovative product design and investor service. Man’s funds under management at 30 September 2009 were USD 44.0 billion. Man Group plc is listed on the London Stock Exchange and is a member of the FTSE 100 Index with a market capitalisation of around GBP 5 billion.
Managing Partners Capital Limited (MPC) is a UK subsidiary of disciplined investment house; Managing Partners Limited (MPL). MPC’s function is to market the investment products offered by MPL to financial professionals providing technical information and training on the group’s financial products. Two key products promoted by MPC are the Traded Policies Fund and the British Property Opportunities Fund. Both of these funds are Cayman Regulated Mutual Funds Managed by MPL.
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.
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 27 million customers and over £94 billion invested. It is best known for Premium Bonds, but also offers Inflation-Beating Savings, Guaranteed Equity Bonds and Children's Bonus Bonds in its range. All products offer 100% security, because NS&I is backed by HM Treasury.
Nucleus was founded in 2006 by a number of high quality advisers sharing a commitment to the creation of a fresh force in the market where the adviser has the infrastructure and the desire to place the client centre stage. Nucleus is an end-to-end business platform based on leading edge wrap technology. It offers total transparency and an institutional style approach to asset management with explicit price rebates based on wholesale prices. It emphasises asset management over product believing the latter to be largely commoditised, takes full responsibility for client service and communication and is committed to advanced level financial planning principles.
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.
Pershing Limited, an affiliate of Pershing LLC and a subsidiary of The Bank of New York Mellon Corporation, was established in London in 1987 and is a leading provider of outsourcing solutions for private client firms and institutional broker dealers in Europe. From our offices in London, Liverpool, and Dublin, we provide operational, IT, regulatory, and investment support and solutions for clients in the UK, Ireland, and continental Europe who are developing their European business and growing market share in Europe. Pershing's highly experienced senior management team is complemented by the expertise of our operations and IT professionals, relationship management teams, conversion specialists, and product development units, all working together to support the growth of our clients' businesses. As a subsidiary of The Bank of New York Mellon Corporation, Pershing has access to industry expertise and expanded financial resources and maintains a strong presence on the world's major exchanges.
Founded in 1805 in Geneva, Pictet & Cie is one of Switzerland's largest private banks, and one of Europe's premier asset management specialists, with over £204 billion under administration* Pictet is owned and managed by seven general partners with unlimited liability for the group's commitments. The group has offices in 19 Global Locations managing over 90 funds including innovative Thematic Funds.
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).
Established in 1848, today Prudential plc is an international financial services company with a product range which extends from personal banking, insurance, pensions and retail investments, to institutional fund management and property investments. In the UK Prudential is a leading life and pensions provider with around seven million customers.
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 7760 8777 for more details or to arrange a meeting.
Société Générale Corporate & Investment Banking, the investment banking division of Société Générale, is the world’s largest listed products issuer. In the UK, we have been present in the Listed Products business since the opening of the Covered Warrants market by the London Stock Exchange in 2004. We offer today over 1000 listed products on the LSE using Covered Warrants, Turbos, Trackers Certificates or Investment Strategies.
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
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.
Talbot & Muir is a leading Independent SIPP & SSAS provider. We have been Professional Trustees and Scheme Administrators since 1993. We pride ourselves on flexibility, value for money and innovation. Quite simply, our aim is to offer your clients a level of administrative service for their pension superior to that they will receive, or have received, with any other company.
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.
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
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.
The Vanguard Group is a leading provider of high-value investment services and manages more than US $1.1 trillion in assets worldwide.1Vanguard Investments UK, Limited offers a range of 11 index tracking funds. The funds are passively managed, track well-known indexes and provide broadly diversified exposure to equity and fixed income markets, at a very low cost. www.vanguard.co.uk 1. 31.03.09
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are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.