|
|
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:
 |
Conference Lead Sponsor
The Vanguard Group established the first index fund in the US in 1976 and today manages $1.6 trillion in assets worldwide.1
Vanguard Investments UK, Limited launched in 2009, and offers 12 passively managed index funds.
Further information, visit vanguard.co.uk
1. Data correct as at 31/03/2010. |
|
 |
1st– Exchange are uniquely positioned to enable full end-to-end electronic processing, with links to over 60 partners, including product providers, portals and fund supermarkets
Adviser Office is the leading client management solution for professional Independent Financial Advisers and Financial Planners with client analysis and business management tools. For further information, call 0845 068 8000. |
|
 |
With its open architecture and unrestricted access to third party products and tax wrappers, the Ascentric Wrap is well positioned to meet the needs of advisers arising from the Retail Distribution Review.
• Unbiased access to third party products • A range of tax wrappers • Over 3,000 funds, shares, bonds & cash • Transparent adviser charging • Competitive pricing |
|
 |
VIP Sponsor
AXA Wealth is part of the AXA Group, one of the largest companies in the world, and provides a range of wealth management solutions to help meet your needs.
The AXA Wealth proposition combines the strengths of AXA, Winterthur, Elevate, Architas and AXA Wealth International into a comprehensive wealth management and investment offering. Our aim is to support you and your businesses by providing market-leading propositions and business consultancy advice. |
|
.gif) |
Bestinvest provides a total outsourced investment management solution for the professional Independent Financial Adviser. Our highly respected fund manager research helps create, protect and enhance your clients’ wealth. With 5 actively managed Multi Asset Portfolio Funds* available on most platforms, plus a bespoke Discretionary Service, Bestinvest is able to facilitate an overall investment solution for all types of client. *http://www.bestinvest.co.uk/multiasset/index.aspx |
|
 |
Cavendish Asset Management is a specialist long-only equity boutique with over 30 years investment expertise. We manage UK focused as well as global, regional and sector specific funds. Our culture is focused around Intelligent Investing, a pragmatic approach which places the talent of our managers and analysts at the heart of investing. |
|
 |
Citi, a leading global financial services company, has some 200 million customer accounts and does business in more than 140 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services.
CitiFirst (www.funds.citi.com), is Citi’s family of intelligent structured products and funds, tailored to meet the diverse needs of a broad range of investors.
|
|
 |
Citywire is the publisher of New Model Adviser®, the groundbreaking weekly magazine for Financial Planners seeking to professionalise themselves and improve the value of their businesses. Citywire also publishes the weekly Wealth Manager magazine aimed at private client advisers and wealth managers in the UK. Citywire’s website, www.citywire.co.uk is the site most used by leading financial advisers (source PIMS 2005- 2009). |
|
 |
Evercore Pan-Asset provides specialist asset allocation advice and discretionary fund management services to pension funds, charities, IFAs and private wealth. Founded in 2007 and 50% owned by Evercore Partners Inc, our new and different investment approach focuses on asset allocation as the key driver of investment returns. We mainly use Exchange Traded Funds (ETFs) to implement our asset allocation decisions.
|
|
 |
First Residential Properties is the brand name under which Walbrook Property Management will promote and manage a series of conservative, efficient, well managed and tax efficient residential property investment companies. FRP is work in progress as Walbrook is working with Financial Planners to create solutions that truly meet the expectations and needs of Planners’ clients, pension plans and other investors. |
|
 |
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. |
|
 |
The FSA believes that one to one discussion is the most valuable way of getting to grips with the issues affecting our regulated firms. We would like to hear your views on all regulatory issues. So if you would like the opportunity to have an informal chat with one of our supervisors then come and see us on our stand. |
|
 |
Fidelity FundsNetworkTM is the investment platform operated by Fidelity International in the UK. It was set up in 2000 and pioneered platform services for Advisers, Administrators and their clients. Designed by Advisers for Advisers, FundsNetwork has much to offer - all from a single business partner you can trust for the long term.
SSO1413/0511 |
|
 |
Working specifically with the intermediary market, Future Capital Partners is one of the UK's leading alternative investment boutiques, specialising in renewable energy, media/entertainment and international property. FCP has made investments worth in excess of £6bn and has completed over 500 transactions. Our investment philosophy is to create innovative investment structures combining real potential for investment return with downside protection. |
|
 |
Bridge the Gap Sponsor
Henderson Global Investors 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. |
|
 |
HSBC Life has launched an 'open architecture' onshore investment bond, offering one of the widest fund choices of any bond on the market. With its transparent charging structure, straight forward administration and tax planning features, it addresses a wide range of adviser and client needs. It is available as fee-based, commission-based, fully integrated with Ascentric’s platform and with TAM’s discretionary management service. |
|
 |
Incapital Europe is an affiliate of Incapital LLC, a US-based securities and investment banking firm, specialising in structured investments and fixed income securities for professionally advised investors.
Incapital works in close collaboration with wealth managers and professional advisers to develop research-backed, client-centric, ‘intelligent’ structured and fixed income investment solutions - including bespoke and exclusive investment strategies for High Net Worth investors. |
|
 |
Professional Adviser is the weekly investment magazine of choice for advisers who want to develop their business and deliver the best possible value to their clients. Armed with focused financial information, industry analysis and practical solutions –Professional Adviser is now in a sharp, concise and readily accessible format both in print and online at www.ifaonline.co.uk |
|
 |
iShares is the world's leading provider of exchange traded funds (ETFs), managed by BlackRock Advisors (UK) Ltd, with total AUM of $506.8 billion. Investors can use iShares ETFs to gain a diversified exposure into the performance of key benchmarks and asset classes including: equities, fixed income, emerging markets, property and alternatives.
For more information on all iShares and their performance and funds holdings, please visit www.ishares.com |
|
 |
Entertainment Sponsor
JCS has been developing solutions for UK Financial Advisers for 28 years. Our vision is to become the provider of choice for the 21st century adviser. We understand that by helping our clients succeed, we will in-turn succeed ourselves and only together can we plan for a better tomorrow. We are sure you’ll agree, it really is ‘Jolly Clever Software’. |
|
 |
J.P. Morgan Asset Management is one of the world's largest and most successful asset managers. Our product range spans funds, alternative investments and bespoke services, tailored to meet the requirements of the specific market segments that we service. In the UK we are committed to supporting the advisory profession both in terms of product solutions and practical business insights which we hope will enhance the adviser/client relationship. |
|
 |
Legal & General Investments offers a range of unit trusts, including equity, fixed income, index tracking, property, cash and asset allocation funds for professional advisers and wealth managers. Legal & General Investment Management are one of the largest investors in the UK stock market, managing more than £325billion* for our clients.
*(as at 31 May 2010, on behalf of investors, shareholders, policyholders and institutions). |
|
 |
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. |
|
 |
Champagne Reception Sponsor
Created in 1998, Lyxor AM currently manages EUR 65.40 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. |
|
 |
Welcome Evening Sponsor
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. |
|
 |
Man is a world-leading alternative investment management business. With a broad range of funds for institutional and private investors globally, it is known for its performance, innovative product design and investor service. Man manages around $38.5 billion.
Man is listed on the London Stock Exchange and is a member of the FTSE 100 Index with a market capitalisation of around £4 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. MPC is currently marketing the Traded Policies Fund , which is a Regulated Cayman 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 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. |
|
 |
NS&I has been a constant in the financial services market place since 1861, with nearly 27 million customers and over £98 billion invested. It is best known for Premium Bonds, but has a range of other products to suit a variety of customers. All products offer 100% security, because NS&I is backed by HM Treasury. |
|
 |
Since foundation in 2006 Nucleus has established itself as a major force for change in the wrap platform market. It is now a community of around 60 IFA firms who through ownership and control of the business process can provide a service completely aligned with their clients needs. If you would like to find out more please email darren.lowry@nucleusfinancial.com. |
|
 |
Pershing Limited, an affiliate of Pershing LLC and a subsidiary of The Bank of New York Mellon Corporation, was established in London in 1987. We are a leading provider of outsourcing solutions -- operational, IT, regulatory, and investment -- specifically designed for Independent Financial Advisers, private client firms, and institutional broker-dealers in the UK, Ireland, and continental Europe. www.pershing.com/europe |
|
 |
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 |
|
 |
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. |
|
 |
Prudential plc is an international financial services group with significant operations in Asia, the US and the UK. We serve approximately 25 million customers and have £290 billion of assets under management. We are one of the best capitalised insurers in the world with an Insurance Group Directive (IGD) capital surplus estimated at £3.4 billion. |
|
 |
Our mission: “Improving financial security for people.” Sound familiar? For 70 years Russell has helped Advisers make a difference. We're now expanding to support UK advisers. With intelligent products, support teams to help you implement solutions with the most impact, practice management tools and programs informed by industry-leading research, we can help you and your business. Visit www.helpingadvisers.co.uk |
|
 |
Sarasin & Partners LLP is a London-based specialist investment management firm with AuM of £10.3 billion. Our philosophy is based upon:-
1. Asset allocation is the key to a balanced investment policy. 2. Recurring income with a sustainable yield is the most important source of long-term investment return from all asset classes. 3. Equity investment is best approached on an increasingly global basis. Please visit www.sarasinsolutions.co.uk for more information.
|
|
 |
24 Carat Sponsor
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 |
|
 |
24 Carat Sponsor
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 |
|
 |
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. |
|
 |
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. |
|
 |
Founded in Denmark in 1968, Sparinvest is now a successful pan-European provider of investment products and advisory services. Owned by a broad shareholder base, Sparinvest is an independent company that is able to put investors’ interests first. Sparinvest today is characterised by its consistently prudent, strategic and academically-based approach to investment. Sparinvest signed the UN Principles for Responsible Investment in 2009 and offers ethical products within its range. |
|
 |
24 Carat Sponsor
Standard Life understands that advisers face an unprecedented period of change and our commitment is to provide the tools for change to help them navigate through it. As well as various propositions such as Wrap, we have a nationwide team whose purpose is to help advisers transform their business to achieve their goals. |
|
 |
Strategic Coach® offers a lifetime focusing program for successful and highly motivated business owners. Currently, over 3,000 business owners from more than 60 industries worldwide attend the Strategic Coach Program. Participants meet every 90 days to plan, strategize, and learn concepts and tools that help them achieve greater freedom, simplicity, balance, focus, and confidence in every area of their lives. |
|
 |
We are one of the UK’s leading providers and administrators of SIPPs, having established over 14,000 self-invested plans with gross assets exceeding £3 billion. Consistent industry awards have lead us to become synonymous with service excellence and technical expertise. We recognise the value in long-term relationships with financial planners and their teams, and are committed to maintaining the highest of service standards. |
|
 |
Talbot & Muir is a leading independent Small Self Administered Schemes (SSASs) and Self Invested Personal Pension (SIPP) provider based in Nottingham. Talbot & Muir's SIPP product, the Elite Retirement Account, is HMRC-approved, and we are authorised and regulated by the Financial Services Authority in relation to SIPPs. Talbot & Muir have an outstanding reputation for delivering excellent service standards and technical expertise to Financial Planners. |
|
 |
Delegate Bag Sponsor
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. |
|
 |
Transact values its long relationship with the IFP. It was support from members in 2000 that helped establish the credibility of its wrap service. Our aim is to continue to warrant that support from existing and new members. |
|
 |
Our market place is rapidly changing and with change comes challenge and opportunity. Zurich is committed to helping you identify the opportunities by providing leading edge systems, quality service and innovative business solutions. Our new generation of pension, protection and investment propositions is designed to meet changing customer needs and to assist you in evolving your business models. |
|
|
|
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.