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Aberdeen Asset Management

At Aberdeen, asset management is our business.

We operate independently and only manage assets for third parties, allowing us to focus solely on their needs, without conflicts of interest. We now manage over £169 billion* of third party assets from our 31 offices in 24 countries around the world. Our clients access our investment expertise drawn from three main asset classes: equities, fixed income and property, as well as alternative strategies.
We package our skills in the form of segregated and pooled products across borders. We invest worldwide and follow a predominantly long-only approach, based on fundamentally sound investments.

Our investment approach is grounded on strong teamwork, due diligence and discovery – we do not chase market fads and value independent thinking and doing our own research. Our investment teams are based in the markets or regions in which they invest because local knowledge is important. Clients understand our process and portfolios because they are transparent.

*as at end of August 2010

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Kames Capital

Kames Capital is the new name for AEGON Asset Management UK.
We are a specialist investment management company with £49 billion under management and 247 employees. We manage fixed income, equity, property and multi-asset investments for individual and institutional investors in the UK, Europe and Asia.
We focus on assets and markets where we have experience and genuine expertise. We combine our fund managers' talents with a proven investment process which is not constrained by any single investment style. We aim to outperform in all market conditions by taking advantage of the opportunities that occur throughout the business and market cycles.
All figures were correct as at 30 June 2011.

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Threadneedle Investments

Threadneedle is a leading UK-based asset manager. Founded in 1994, we manage more than £70 billion (31 December 2011) of assets for a wide range of clients. Our aim is to provide investment solutions that combine superior returns with clear risk control and excellent service. Our approach is active, results-driven and determined. We're distinguished by our relentless quest for the very best ideas, performance and returns for our investors. Investors choose us for the value we add, our disciplined and rigorous approach, our track record and our complete commitment to excellence in client service.

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UBS

UBS is one of the leading investment banking and securities firms, providing a full range of products to corporates, governments, hedge funds, financial sponsors, private equity firms, banks, brokers and asset managers worldwide.

We offer world-class distribution and execution. UBS is one of the leading traders of equities and fixed income and a leader in the global foreign exchange markets.

With UBS, institutional investors benefit from having a dedicated Transition Management team focused on their transition. You will have a dedicated project manager to help coordinate events and guide you through each stage to provide:

Asset transfer and custody support
Trade analysis and planning
Top ranked trade execution across all asset classes
Clear and transparent reporting

All our transitions are managed in-house, and your project manager has access to the global resources of UBS. Whether you are looking for a simple equity restructuring or a complex multi-asset class transition, including alternative investments, UBS has an expert at hand.

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Professional Adviser

Through close contact with the financial adviser community, Professional Adviser offers an insightful, valuable and practical analysis of the business issues affecting the market as well as of wider industry trends and issues, including regulation, all produced in a sharp, concise and readily accessible format both in print and online at www.professionaladviser.co.uk.

Professional Adviser offers industry news coupled with strong educational pieces designed to dispel the myths that surround complex financial products and issues, helping the reader to develop their business and deliver more value to the clients.

 

 

 

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Institute of Financial Planning

The Institute of Financial Planning (IFP) is the professional body representing Financial Planners and Paraplanners. It is also now one of the Accredited Bodies appointed by the FSA and able to issue Statements of Professional Standing (SPS). IFP provides an extensive programme of branch meetings, training courses, seminars and events to help advisers and planners learn more about the benefits of comprehensive Financial Planning, run effective businesses, manage their personal development and ultimately to gain CERTIFIED FINANCIAL PLANNERCM certification where appropriate."

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Investment Week

Investment Week is the weekly magazine for top-tier investment professionals in the UK. Launched in 1995 as Incisive Media's flagship title, Investment Week provides information and inspiration that has enabled the title to win 22 awards in 12 years.

Along with its recently relaunched website, www.investmentweek.co.uk, that acts as an essential research tool, Investment Week provides the market with authoritative, objective and independent news, features and analysis that offer business opportunities, research and educational material.

The success and power of the Investment Week brand has enabled it to launch a set of market-leading events, including the Fund Manager of the Year Awards at the Royal Albert Hall, the Oscars for Excellence in Fund Management, and the infamous Square Up in the City, a boxing match between fund managers.

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Retirement Planner

Retirement Planner is a features driven monthly magazine that aims to break down complex issues and present them to advisers in an easily digestible format. The retirement planning market is highly complex and Retirement Planner is a valuable resource that the adviser can keep on their desks for future reference.

Increasing longevity has highlighted the importance of having appropriate measures in place to fund retirement. However, the reality is that many people drastically underestimate how long they are expected to live and put off making retirement provision until too late. As a result many of today's pensioners struggle to make ends meet – a far cry from the traditional picture of a comfortable retirement that many aspire to.

Advisers are under increasing pressure to raise their clients' awareness of the importance of saving for retirement whether within a pension or other vehicle. In addition to this they have to get to grips with rafts of regulation affecting how they conduct their business.

Retirement Planner seeks to assist the adviser in understanding the latest developments in a meaningful way. By providing in depth analysis of the issues that matter Retirement Planner looks beneath the surface and gives the adviser the information they need to help them support their clients in the best way possible.

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