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Exhibition & exhibitors The IFP is very grateful to sponsors and exhibitors for their support of this event which would not be possible without them. Their valuable support helps us to drive the profession forward, and the innovative stands at the exhibition have become an integral part of conference for delegates. The 2009 exhibition was outstanding – we hope you find it as useful ( and fun!) again this year. Confirmed exhibitors are as follows:
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Dimensional has forged a way to invest based on dimensions of risk and return identified by financial science. Dimensional inaugurated its strategies in 1981 with research into performance of small cap stocks. A comprehensive analysis of stock prices worldwide deepened the strategy repertoire, setting new standards for portfolio design. This evolution reflects an abiding belief in the efficacy of capital markets. |
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Frontier Capital Management LLP was founded in 2004 and manages the unique Multi Asset Platform (MAP) Funds which target high risk-adjusted returns by diversification across eight traditional and alternative asset classes accessed by low-cost active indexing strategies. In 2008, Frontier launched Global Hedge which provides access to the returns of the global hedge fund industry in a single investment. www.FrontierCM.com. |
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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. |
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Liontrust Asset Management PLC is a specialist fund management group now offering world class fixed income and global equity solutions. It provides process-driven portfolio management services to a range of funds which are targeted primarily at professional investors and advisers. Its management covers segregated and pooled pension fund accounts, unit trusts, offshore accounts, absolute return funds and individual savings accounts on behalf of 12,000 investors. |
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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. |
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Macquarie’s wrap account in the UK has been developed through consultation with thought-leading planners to ensure that it is a smart, simple and effective solution. The service allows planners to better manage their clients’ investments, consolidate client portfolio reporting as well as integrating the various components of advice. This enables planners to best serve their clients quickly and efficiently. Go to www.macquarie.co.uk/plannerservices for more information. |
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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. |
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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. |
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Morningstar is a leading provider of independent investment research. We currently provide data on more than 325,000 investment offerings.
Morningstar Adviser Workstation (AWS) is our flagship product for UK financial advisers. AWS is a fully comprehensive, end-to-end, client assessment, portfolio construction and reporting tool containing whole of market data. It addresses the key goals and challenges created by RDR. |
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Octopus Investments is an award-winning, market-leading company known for service and innovation. We offer a wide range of products to suit investors with different needs. These include Venture Capital Trust (VCT), Enterprise Investment Scheme (EIS) and Inheritance Tax (IHT) investment funds, as well as Open Ended Investment Companies (OEICs). |
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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. * End of Dec 2008 |
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Prestwood are the leaders in client facing financial planning software. Their Truth Software has helped hundreds of advisers move to more profitable financial planning models. Truth® is easy to use with clients thereby creating powerful long term client relationships. It moves the focus off products and investments to what matters most – helping clients identify, achieve and maintain their desired lifestyle. |
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Prudential is one of the strongest life companies in the UK (AA+ rated by S&P in February 2009). Added to this we are the biggest player in the annuity market and our expertise also extends to managing multi asset funds - our award winning investment team now over £245 billion (as at 30/06/09), for pensions and investment customers. |
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Scottish Widows is one of the most recognised brands in the life, pensions and investments industry. We understand that preparing for the future is important, but that financial planning can be complicated. We are different because we understand. We offer a range of products and services which can help our customers make the right decisions for their financial futures.
*IPSOS Brand & Advertising Tracking Study 2009 |
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Scottish Widows Investment Partnership (SWIP) is one of Europe’s largest asset management companies. We manage over £77 billion worth of assets (as at 31/03/09), invested across all the major asset classes, for a diverse range of clients. We offer a comprehensive product range and consider, property, absolute return, UK equities and multi-manager among our core competencies. For more information visit www.swip.com |
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Seven Investment Management 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-asset active and passive funds, and a wrap platform. Call us on 020 7760 8777. |
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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. |
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Talbot & Muir provides dedicated pension administration, trustee, and technical services for SSASs and HMRC-approved SIPPs. We are specialists in property transactions, Independent Trustees through our associated company (TM Trustees), and members of the Association of Member Directed Pension Schemes. Our clients are introduced by professional intermediaries, independent financial advisers, and investment managers. |
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threesixty services is a leading provider of support services to directly regulated IFA practices, delivering high quality support to some of the UK’s most highly thought of advisers. threesixty provide business consultancy and outsourcing solutions at every level an IFA needs, priding themselves on delivering excellent customer service and putting the needs of their clients first. |
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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.