Downing Fund Managers (DFM) is a boutique of established investment managers offering specialist portfolios that they believe have the potential to offer attractive long-term returns. DFM is part of Downing LLP, which manages £1.9 billion of assets* under a broad range of investment mandates across a series of funds, investment trusts and tax-efficient products. DFM’s roots lie in a value-focused private equity investment approach. This has now broadened out into a diverse mix of strategies and a selection of mandates all different to, yet complementary to, each other. The 18-strong DFM team runs more than £532 million of publicly listed assets.**
* as at 31 March 2023
** as at 30 June 2023

NS&I
NS&I offers a range of financial products with 100% security for all money invested - due to our backing by HM Treasury - even above the Financial Services Compensation Scheme limit. This provides absolute peace of mind for both advice firms and their clients. Our most well-known product is Premium Bonds, but we also offer savings accounts and ISAs. NS&I is committed to supporting the financial advice industry in looking after the finances of many of NS&I's high value customers. Currently we have over 1 million customers with £50,000 or more invested with us, and over 11,000 have over £1 million invested with us. Many of these customers will have financial advisers. Visit www.nsandi-adviser.com for more information.

Orbis Investments
Orbis has been creating value for clients for more than 30 years.

We work to find opportunities others miss, but this means investing in unpopular areas of the market, which takes courage and patience. Our long-term approach is at the core of everything we do, from the way we invest, the company structure, and even the way we charge fees.

Our team of 60 investment professionals located around the world does comprehensive research evaluating businesses from the bottom up to identify businesses priced at less than they are worth with long-term prospects. Since it can take time for these companies to realise their true value, our business is structured to avoid pressure for short-term performance with no external shareholders. Our independence allows us to prioritise clients, make bold but considered decisions and to stand by them as long as we need to.

And our unique fee structure ensures we remain driven to deliver long-term returns.

Premier Miton are a UK based fund management group with a range of UK domiciled funds that are distributed primarily to UK investors. The Group manage £10.5bn AuM as of 30th June 2023. We provide a suite of products powered by active, independent minds that are designed to meet the needs of today’s investors. The objectives of our products are clearly defined. Our fund managers’ objectives are aligned with those of our clients. Investing can also have an impact on wider society, this means we have a responsibility, not only to perform well, but also to behave well.

Tatton Investment Management is a ground-breaking investment manager offering market-leading managed portfolio services on platform. Championing financial advisers we created a new benchmark for fees and blew open the doors on what investors were actually paying their investment managers to do. We have proven that using a professional investment management firm does not need to be difficult or expensive, and by working with Financial Advisers we know the decisions we make are in harmony with the long-term goals and financial plans that investors have agreed with their own trusted adviser. Proudly managing £13.2 billion of client assets for over 800 financial advisers, we have won Best Investment Service for the second year running in the prestigious Moneyfacts Awards, making it six years in a row we have been voted as winners by the IFAs that we work with. Championing IFA's and reducing the cost of investing is what we do

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