WHO SHOULD ATTEND?

BlackRock's MyMap range of portfolios offers a set of simple, diversified, cost-effective and risk-managed funds that help take the stress out of investing.

Clever provides a range of investment solutions including the Clever Marlborough Managed Portfolio Service and a software system called Clever Adviser which helps financial planners manage their own in-house portfolios more efficiently.

These solutions utilise our proprietary fund screening technology, the CleverEngine, which aims to eliminate the detrimental influence of human emotions on investment decisions, helping to achieve more reliable outcomes for investors.

The CleverEngine has been powering portfolios for over 15 years. It assesses, scores, and ranks over 4000 UK domiciled funds monthly, identifying successful funds to be included in portfolios and flagging underperforming funds that should be removed.

Established in 1998, Momentum Global Investment Management (MGIM) has over 20 years of heritage in multi-asset investing. We are a global business, with UK offices in London, Liverpool and Windsor.
Focused on delivering outcomes for investors. We are a client-centric, solutions-driven investment business, committed to creating solutions with an outside-in approach. We have a talented, experienced, and well-resourced fund management team who work collaboratively to identify and implement innovative investment strategies.
Our innovative outcome-based investment solutions are delivered through single and multi-asset portfolios, a model portfolio service and tailored client solutions. This diversified approach to investment has the potential to both enhance returns and reduce risk for our investors

o 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.

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.

and Channel Islands, we have managed bespoke investment portfolios for individuals and families for generations. We are focused on helping your clients invest for a lifetime of opportunities and challenges.
How we can help you
We fundamentally believe in the value of financial advice and have developed our services and strategies alongside the financial advice community, in order to make it easier for you to deliver exceptional client outcomes.
With over 25 years’ experience working with financial advisers, we know that building a close relationship with you and understanding your client’s financial goals is key to successful investment management. Thousands of advisers are already benefitting from:
 a range of solutions to meet your clients' needs;
 a dedicated business development team to support you and your business;
 a well-resourced research team and a highly effective and robust investment process.
What we offer
We offer a range of services including our bespoke Discretionary Portfolio Service, our award-winning Managed Portfolio Service, our sustainable multi-asset Climate Assets Funds and our IHT solution, the AIM Strategy.