WHO SHOULD ATTEND?

Bordier UK is an award-winning specialist 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. We are part of the Bordier Group, which is built on solid foundations with a strong Tier 1 capital ratio of 35.9%. Established in Geneva in 1844, the Bordier Group operates in six countries across three continents, managing assets of circa £15.2bn for approximately 4,400 families.

Compliance First was established in 2000 to provide bespoke technical services to professional advisers. We are extremely proud of the exceptional calibre of client firms we now support; adding value, adding profits and raising the standard of support.
Compliance First work with you to understand your business and provide bespoke compliance and business support solutions to address your requirements. The company is based near Glasgow and we operate our services predominantly in Scotland and Northern England. Our compliance support is, we believe, second to none. The quality of our extensive services and the bespoke way that we deliver them to you is fundamental to the Compliance First ethos. To find out more about our services please visit

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 £2 billion* of assets across a series of single strategy funds, multi-asset funds 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 16-strong DFM team runs more than £587 million of publicly listed assets.**
* as at 31 May 2024
** as at 31 March 2024

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with £61.8 billion of assets under management (at March 2024) and 187 years of experience, our objective is to provide you with an investment solution that complements the service you already deliver to your clients.

We have several 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 our bespoke discretionary portfolio service (DPS), an AIM portfolio service and three different types of Model Portfolio services, the range includes “Active” MPS which makes use of investment companies, “Core” MPS which has a lower cost basis and our “Sustainable” MPS which is our ESG offering.

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.

Quilter Investment Platform Limited and Quilter Life & Pensions Limited are part of Quilter plc, a leading UK-focused wealth manager, providing advice-led investment solutions and investment platform services to over 500,000 customers (as at 30 September 2023).

Quilter enables financial advisers to deliver the very best service to clients and their families, to help them achieve their financial goals. We offer a comprehensive range of products and investments through our award-winning online investment platform, which is known for its intuitive user experience that makes online processes quick and easy.