WHO SHOULD ATTEND?

We were established in 2013 by Wealthtime (formerly Novia Financial PLC) to provide outstanding investment services for advisers and their clients.
We have a unique way of working with advisers. Our experienced team can help firms be more successful by de-risking their business and helping them provide the best investment advice to their clients.
Now available on 17 platforms, we offer expertly managed model portfolio solutions and invaluable research services. We’re also the proud owners of the original truly tailored custom portfolio service. Through Copia Custom, we can provide what’s required to match any client’s specific investment objectives.

Downing is a responsible investment manager established in London in 1986. We manage £2.1 billion* of assets under a range of investment mandates across our funds, investment trusts and other products. Our key private market investment areas include renewable energy, infrastructure, and residential and operating real estate sectors. In public markets, we have a boutique of specialist fund managers that provide a distinctive suite of investment mandates.
* as at 31 Dec 2024

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.

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.

We are a leading provider of active asset management, wealth management and investment solutions with £778.7bn AUM (as at 31.12.24). As a UK listed FTSE100 company, Schroders has a market capitalisation of circa £6 billion and over 6,000 employees across 38 locations. Established in 1804, Schroders remains true to its roots as a family-founded business. The Schroder family continues to be a significant shareholder, holding approximately 44% of the issued share capital.
Schroder Investment Solutions offers a series of low-cost and risk mapped model portfolios and multi-asset funds. Our solutions range is designed to help you deliver a breadth of good value solutions that meet your clients’ investment needs. Delivering appropriate client outcomes is at the heart of everything we all do. We’ve supported financial advisers for over a decade to help deliver the outcomes their clients are seeking and we manage over £6.5 billion (as at 30.04.25) across our range of solutions.

Our purpose is to provide excellent investment performance to clients through active management. By serving clients, we serve wider society.

To find out more about Schroders and our investment solutions, visit schroders.com/investment-solutions.

Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority. For regular Schroder Investment Solutions updates by e-mail please register here.

Tatton Investment Management is a ground-breaking investment manager offering market-leading managed portfolio services on platform, that helped change the landscape of investing for the clients of IFAs.

Champions of the IFA, we created a new benchmark for fees and, with our commitment to transparency, allowed advisers and their clients to understand what they actually paying their investment managers to do.

We have proven that using a professional investment management firm does not need to be difficult or expensive, and by only working with IFAs we know the decisions we make are in harmony with the long-term goals and financial plans that investors have agreed with their own trusted adviser.

Proudly managing £21.8 billion of client assets for over 1,100 financial advice firms we have won numerous awards such as Best Discretionary Fund Manager, Best Investment Service Provider and Best Outsourced Investment Management through the votes of Financial Advisers and Paraplanners, the greatest endorsement of our approach.