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Sponsors

Albemarle Street Partners

PA Management Retreat 2023

Albemarle Street Partners

Albemarle Street Partners are a team of experienced investment professionals working closely with a limited number of financial advisers to build centralised investment propositions which deliver consistent client outcomes and enable you to plan for the future of your business. Our team came together after running larger wealth management companies to return to doing what we love, which is focusing on delivering exceptional investment outcomes for our clients.

We are owned by Atlantic House Investments Limited, a fund management boutique, focused on delivering more predictable investment returns in a world of complex uncertainty.

Baillie Gifford

PA Management Retreat 2023

Baillie Gifford

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 51 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 £227.5bn on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 70% of FUM), we offer an extensive range of investment trusts and open ended funds to UK wealth managers and intermediaries.

Benchmark

PA Management Retreat 2023

Benchmark

Benchmark - Helping you achieve more than you thought possible.
We bring together high-quality financial advisers and best-in-class technology solutions with a vision to create the most effortless and rewarding financial planning experience. Our award-winning proprietary solutions cover practice management, compliance, platform, client portal and investment solutions. Built by planners for planners and designed to support advisers at every step of the journey; getting started, running your business more productively and efficiently, accelerating growth, or realising value. We have partnered with advisers for over 30 years’, delivering efficiency, consistency and simplicity for great adviser and client outcomes. Our tightly integrated software, with one, secure, intelligent sign-on delivers a single point of access to systems that share the same live data, for greater peace of mind. Our practice financing and buy-out options, with structured integration planning by our dedicated team, provide a long-term partnership approach to suit both buyer and seller. With £17 billion assets under advice, £4+ billion in DFM solutions, 1000 high-quality advisers and 450 dedicated staff, we’re creating a financial planning experience that sets a new benchmark. We call it The Benchmark Difference.

Goldman Sachs Asset Management

PA Management Retreat 2023

Goldman Sachs Asset Management

Bringing together traditional and alternative investments, Goldman Sachs Asset Management provides clients around the world with a dedicated partnership and focus on long-term performance.

As the primary investing area within Goldman Sachs, we deliver investment and advisory services for the world’s leading institutions, financial advisors and individuals, drawing from our deeply connected global network and tailored expert insights, across every region and market—overseeing more than $2 trillion in assets under supervision worldwide as of December 31, 2022.

Orbis Investments

PA Management Retreat 2023

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.

TIME Investments

PA Management Retreat 2023

TIME Investments

TIME Investments is a specialist investment manager focused on delivering long-term investments that seek consistent and realistic risk-adjusted returns. We take a deliberately defensive approach investing in asset-backed and income generating assets, predominantly through infrastructure, real estate and lending.

Over the years we have built long-term relationships with our clients by keeping their interests at the heart of what we do and aim to provide our investors and their advisers with long lasting peace of mind. We want to enable you to focus on the important things in life. We work hard with your money so you don’t have to.

TIME has an in-house team of more than 30 dedicated investment professionals with specialist experience across the sectors in which we invest. This experience forms the foundation to our successful Inheritance Tax (IHT) services. We manage over £1 billion of tax efficient investments for more than 7,000 private investors and business owners who are seeking to maximise the financial legacy they leave for future generations.

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