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.

Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 59 partners all of whom work in the business.
We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors.
We currently manage or advise some £213bn (as at 30th September 2025) on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 80% of FUM), we offer an extensive range of investment trusts and open-ended funds to UK wealth managers and intermediaries.
Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 59 partners all of whom work in the business.
We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors.
We currently manage or advise some £213bn (as at 30th September 2025) on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 80% of FUM), we offer an extensive range of investment trusts and open-ended funds to UK wealth managers and intermediaries.

Chesnara Life (UK) Ltd, formerly HSBC Life (UK) Limited, is a UK subsidiary of Chesnara plc. Chesnara Life offers its open architecture Onshore Investment Bond as a stand-alone offering or through a range of third-party investment platform partners, all versions of our Bond are supported by the Chesnara Life Business Development Team and provides individual Investors with access to over 3,800 funds from more than 200 Fund Managers. Chesnara Life is committed to delivering good outcomes for Investors and their Advisers, with a focus on the delivery of excellent service based on clear communication and fulfilling customer needs. To find out more, visit chesnaralife.co.uk.

CleverIM are pioneers in the development of tech-driven and transformative investment portfolio solutions for Financial Planners and their clients. Whether you run your portfolios in house or outsource via MPS, CleverIM builds you reliable portfolios, powered by rational and data-driven decisions, void of human emotion.

Keyridge Asset Management is the newly launched global brand for Great-West Lifeco’s European asset management businesses, uniting the external funds business of Canada Life Asset Management, Setanta Asset Managers, and Irish Life Investment Managers. With over £135 billion in assets under management and backed by the strength of a $3.3 trillion global financial services group, Keyridge brings together deep investment expertise, a proven track record, and a commitment to delivering innovative, tailored solutions for clients. As a new force in the UK market, Keyridge is dedicated to supporting advisers and their clients with flexible strategies, outstanding service, and the scale to drive long-term growth.

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.

"Octopus Investments is a B Corp-certified fund management business that sits within Octopus Group, a group of companies spanning financial services, energy and education. We’ve built our expertise in spaces that make a real difference in financial planning. We’ve designed investments that drive money into the sectors we truly believe in, focusing our efforts on asset classes across venture capital, renewable energy, real estate, healthcare and smaller listed companies.
Octopus Group is perhaps most famous for its role in launching Octopus Energy. While we no longer own Octopus Energy, we remain its largest external shareholder and it shares our name. "

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.

Rathbones Asset Management is a UK fund manager, with 16.3 billion AUM (As at 30 September 2025). We offer actively managed equity, fixed income and multi-asset capabilities including a wide range of sustainable strategies.’ for now. But it is likely we will further update this before the event, if that is ok?

We work in partnership with financial advisers to help deliver good customer outcomes. With mutuality at our core, you can trust us to deliver the kind of care you'd want for your client's finances.

As a mutual, we’re owned by customers – not shareholders or investors. We design products and services to help customers build financial resilience for the long term.

And, as a champion of financial advice, we design services that support your advice and help you deliver lifetime value for your clients.

Our people are driven by a passion to help grow your business and deliver value for your clients - and they’ve got the backing of the UK’s largest mutual life, pensions, and investment company to help them do it.

Standard Life has been trusted to look after the life savings and retirement needs of customers for nearly 200 years. With some of the strongest financial credit ratings in the industry – you can be confident you are placing your client’s investment with a company that’s in it for the long run. Standard Life are part of the Phoenix Group, a company which looks after around 12 million customers across the UK and Europe and £290m in investments (data correct as at 31 December 2024)

Fidelity International’s purpose is to work together to build better financial futures for our clients, with long-term investing at the core of that mission. As a family and management owned company, we take a generational view in how we operate and invest on our clients’ behalf. Our priority is delivering sustainable long-term returns while managing our impact on society and the environment. We integrate sustainability across our business and investment process, engaging with investee companies to help them operate more responsibly and support better outcomes for our clients and the wider world.

intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business. Our open architecture and deep industry expertise simplify a complex digital landscape, helping advisers deliver better outcomes with greater efficiency. Today, intelliflo supports over 29,000 advice professionals, representing around £505 billion in assets under advice and serving more than 2.2 million clients. Together, we’re widening access to advice and powering the future of financial planning.

Established in 1836, L&G is one of the UK's leading financial services groups and a major global investor, with £1.1 trillion in total assets under management (as at FY24) of which c. 44% (c. £0.5 trillion) is international. We have a highly synergistic business model, which continues to drive strong returns. We are a leading player in Institutional Retirement, in Retail Savings and Protection, and in Asset Management through both public and private markets. Across the Group, we are committed to responsible investing and dedicated to serving the long-term savings and investment needs of customers and society. As at 12 March 2025, L&G has a market capitalisation of £14.1 billion.

RBC Brewin Dolphin started back in 1762 and is now one of the leading wealth managers in the UK and Ireland. It’s scale, experience and highly specialised expertise in managing investments is second to none.
• With over 250 Years of helping investors achieve their goals
• 30+ offices across the UK, Ireland and Channel Islands
• We are part of Royal Bank of Canada (RBC)

RBC is one of the largest and well capitalised banks in the world. RBC has retained its credit rating since the Financial Crisis in 2007/08.

Befree is a global leader in finance and outsourcing solutions, delivering professional, reliable, and tailored services to firms worldwide. With a presence in Australia, the UK, and the US and high-performance capability centres in India, we deliver smart, scalable solutions designed to boost efficiency and cut costs. Our team of highly skilled professionals allows businesses to focus on growth while we take care of the details. Befree offers businesses the freedom to scale with ease.

Our outsourced accounting, bookkeeping, mortgage, audit, tax, paraplanning and payroll services, along with our suite of automation solutions, offer businesses the flexibility and capacity to grow irrespective of their resource addition constraints. Befree’s extensive experience and specialised expertise allow firms to prioritise scaling, innovating and winning.

Bordier UK is an award-winning wealth and investment manager that provides investment management solutions to advisers and their clients in the UK.

For over 40 years we have been committed to working closely with advisers to develop a comprehensive and flexible range of high-quality services to meet the demands of a modern adviser business and support their role as trusted adviser. These services include bespoke and model discretionary portfolios, purpose-built MPS decumulation strategies and tailored MPS solutions.

This dedication and expertise have led to a significant proportion of our assets under management being introduced through these relationships.

We are part of the Bordier Group, which is built on solid foundations with a strong Tier 1 capital ratio of 30.8%. Established in Geneva in 1844, the Bordier Group operates in six countries across three continents, managing assets of circa £17.4bn.

Evelyn Partners is one of the largest UK wealth managers ranked by client assets collectively looking after £67billion (as of Sept 2025), providing personalised, expert investment management advice to support you and your clients to embrace what is next. Driven by our purpose of placing the power of good advice into more hands, we go further to understand what matters most to you and your clients. We focus on strong investment performance to help your client achieve their goals.

We have a wide range of investment solutions, each underpinned by a disciplined investment process and delivered by some of the UK’s most experienced and highly qualified investment professionals. Our proposition consists of a bespoke discretionary portfolio service (DPS) and four distinct types of Model Portfolio services.

Our DPS service can be used to support a number of client objectives beyond traditional bespoke accumulation and decumulation portfolios, this includes cash and cautious bond portfolio investing using direct Gilts, US connected clients, family investment companies, and Shariah portfolios.

For advisers looking to embed a centralised investment proposition our MPS range includes “Index MPS” for clients looking for a low cost approach to investing, “Core MPS” which offers a blend of active and passive investments, “Active MPS” which in addition to active and passive funds incorporates investment trusts, and finally our “Sustainable MPS” which is suitable for those clients looking to investment with a positive ESG approach to fund selection.

ValidPath is the Network for Independent Financial Advisers – Independence is Everything™.
FCA-regulated and with over 20 years’ experience, ValidPath enables IFAs to operate and thrive with confidence, supporting them at every stage of their journey from starting their business to switching networks or planning for succession and exit.
Our award-winning proposition combines expert compliance support, adviser-first technology, and a collaborative community of like-minded professionals. As clients prioritise impartial, unrestricted guidance, we provide the infrastructure, autonomy, and expertise advisers need to thrive on their terms.
ValidPath is part of Rimbal, a financial services and technology group pioneering the future of advice.

"Adviser Outsourcing is a trusted partner to over 150 financial advisory firms, delivering expert operational support and problem-solving since 2015. We specialize in income processing, systems configuration, and business process optimization—empowering firms to grow with confidence. Our innovative AIDA software revolutionizes income processing, while our partnerships with Intelliflo (IO), Time4Advice (Curo), Plannr, and Morningstar (Wealthcraft) ensure seamless technology integration. With a focus on integrity, flexibility, and results, Adviser Outsourcing is committed to helping financial advisers thrive in a fast-evolving industry
"

Personality driven

Organic referral and lead generation

Client retention

Intergenerational wealth protection

Increasing business valuation multiples

Succession

Dovera Capital works with Advisory Firms to deliver and systemise these strategies through our technology ecosystem and syndicated network. Even if you're not thinking about selling your business, you should always be looking at increasing its value.

These systems are then delivered to the client via their own branded app using the MyBrokers App technology*. www.mybrokers.app

*Provisional Patent Application Number: 2025905501

AdvisoryAI is an AI productivity platform for wealth and financial advice firms. Our assistants — Emma for paraplanners, Evie for advisers, and Colin for compliance — turn meetings, LOA packs and fact finds into firm-specific, compliant documentation with full citations and audit trails. At the centre is Atlas, your personal AI assistant, connecting your client data, documents and workflows so you can ask questions, surface insights and trigger actions in seconds — reducing admin time by 50–85% and helping firms serve more clients without more hires.

Clients come in many different shapes and sizes and providing truly personalised advice at scale has traditionally been operationally impossible. Until now.

Spanning profiling, research, reporting and low-cost personalised portfolios, Etcho empowers wealth firms to enrich their advice, deliver great client outcomes, ensure Consumer Duty compliance and offer a genuinely differentiated investment service - the kind clients simply can't get elsewhere. Serve more clients without adding headcount, deepen relationships and grow AUM.

Specialist IFA training for confident client care

As FCA Consumer Duty standards continue to evolve, the NBS equips Financial Advisers with the skills to support vulnerable & bereaved clients with confidence.

Our new, CPD-accredited bereavement training programme is trusted by clients including Arbuthnot Latham, Aegon, and Virgin Money, giving delegates practical tools to hold sensitive conversations while safeguarding intergenerational assets.

Part of Octopus Legacy, the not-for-profit NBS helps your organisation to master the human side of your work for stronger and more trusted client relationships.

Secure your CPD and protect your client relationships

The Financial Services Forum is transforming financial services marketing. With a vibrant community of over 5,000 professionals, we help marketers innovate, connect and stay ahead through events, thought leadership, networking and online insights.
As the UK’s only membership organisation dedicated solely to financial services marketing, our members gain access to high-quality seminars, conferences and summits throughout the year, exclusive insights via our Knowledge Hub and a dynamic network of like-minded marketing professionals.
Subscribe to our free weekly newsletter for the latest trends, ideas and updates in financial services marketing: https://share-eu1.hsforms.com/1vurx6wZLSCCSA1N8TY-rzgfuzv3

The lang cat is an integrated insight, communications and regulatory consultancy alongside Analyser - their independent due diligence and research software. With them, it’s a whole package deal. Everything they do is driven by insight. All of the content that they create is driven by an understanding of the market and of the sector. All of this, alongside their subject matter experts, means that they can offer the financial services industry the understanding and independent insight it needs to improve outcomes for all.

WAY Trustees Limited is a specialist Professional Trustee company with over 20 years’ experience in establishing and managing family trusts across the UK. We work alongside Financial Advisers, Legal Professionals, and families to provide flexible trust solutions that help protect wealth, reduce inheritance tax (IHT), and preserve assets across generations. Our expert team combines technical knowledge with a personal, client-focused approach. We pride ourselves on professionalism, integrity, and building long-term relationships, ensuring families have confidence their financial legacy is protected for the future

City Harvest food charity rescues nutritious surplus from the food industry, and delivers it, for free, to 130,000+ people a week via organisations feeding those facing food poverty.

City Harvest rescues food, people, and planet by preventing food waste, providing support to communities across London, and reducing the environmental impact of food waste by diverting food from landfill.
City Harvest delivers to over 350 diverse community partners, providing food for more than 1.3 million meals a month. However, the need continues to rise as the cost of living tightens its grip.