WHO SHOULD ATTEND?

Aberdeen is a modern investment company helping clients and customers plan, save and invest for the future. We’re structured around three businesses: Investments, Adviser and interactive investor – all focused on the changing needs of our clients.
Within our Adviser business, Aberdeen Portfolio Solutions Limited manages the range of Aberdeen MPS solutions. Backed by one of the largest global asset managers, Aberdeen MPS combines strength, heritage and over a decade of proven track record.
Launched in 2011, the range has evolved to meet changing client needs and now includes the Index, Sustainable and Sustainable Index ranges, alongside our core Aberdeen MPS offering, a standalone Money Market MPS and Tailored MPS solutions. As of end of October 2025, we manage £3.3bn across our MPS ranges for over 300 firms, delivering trusted expertise at scale.

Founded in 1988, BlackRock is the world’s largest asset manager and a leading global investment firm, with approximately $13.5 trillion in assets under management (as at FY24). We operate in over 38 countries and serve clients in more than 100 markets worldwide. Our integrated business model combines investment management, technology solutions, and advisory services to deliver strong, long-term outcomes.

We lead in index and active strategies, multi-asset solutions, and alternatives, and we are the world’s largest provider of ETFs through our iShares platform. Our proprietary Aladdin® technology powers risk management and portfolio analytics for institutions globally. Across the firm, we are committed to responsible investing and helping individuals, advisers, and institutions achieve financial well-being.

HSBC Asset Management should be referred to either in full or as HSBC AM to avoid confusion with any other financial services firms.

HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 20 countries and territories, delivering global capabilities with local market insight. As at 30 September 2025, HSBC Asset Management managed assets totalling US$852bn (excluding HSBC Jintrust Fund Management Company Limited) on behalf of its clients.

For more information see http://www.global.assetmanagement.hsbc.com/

HSBC Asset Management is the brand name for the asset management businesses of HSBC Holdings plc.

Morningstar Wealth brings together capabilities across Morningstar's global business, to meet the specific needs of financial advisers, their businesses and the clients they serve.
Advisers can select from a range of products and services that align with their specific business and client needs. Listening to you is key to determining how we enhance our products and services. Robust and continuous feedback loops allow us to hear directly from you, and we turn those insights into proposition enhancements.
Our products and services are underpinned by a program of insights and tools delivered to support advisers and their client interactions.

"Orbis has been creating value for clients for more than 35 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."

"Quilter plc is a leading UK-focused full-service wealth manager that provides financial advice, advice-led investment solutions, and investment platform services to over half a million clients. Our purpose is to help create brighter financial futures for every generation.
Our products and services are designed to support any adviser business model and evolve to meet the changing needs of clients. We equip advisers with the tools they need to grow their business, knowing good financial advice leads to better customer outcomes. Through our comprehensive approach to wealth management, Quilter builds lasting relationships with advisers and clients, securing a prosperous future for all."