MEET SIX PROVIDERS OF AIM INVESTMENTS IN ONE MORNING
Review a representative sample of smaller company investment solutions in one half-day event, without having to undertake your own expensive and time-consuming research.
HEAR six leading investment providers talk about their investment solutions
NETWORK with their investment specialists without having to commit to any further meetings
COMPARE key investment information, including charges and levels of risk and return
LEAVE confident that you have reviewed a representative sample of the solutions in the market
What will the event cover
The content is based upon our findings from surveying advisers for the annual Alternative Investment Market Industry Report. Each presenter is asked to cover the same five issues that we know are key concerns for advisers:
THE INVESTMENT PROVIDER: ownership, length of time in the market, and financial strength
INVESTMENT OBJECTIVE: growth, income, or a combination of the two, and the targeted level of annual returns
UNDERLYING INVESTMENTS: Do you have a sector focus, or a generalist approach? What is the liquidity profile of your product?
CHARGES: Management and admin fees, as well as any other fees
RECORD IN AIM: AUM in AIM performance track record in AIM (overall) and performance track record of the product
What advisers have said about our previous Showcase events
How is it different from
..reading the AIM industry report?
While our industry reports give a comprehensive overview of the market, this event will focus in on investment providers and their products. Where the history, development and current landscape of the market come into discussion, it will be as a backdrop for the investment solutions presented by leading providers.
Our AIM Showcases are supported by investment experts from
Close Brothers Asset Management brings together the Group’s established asset management skills and provides a full range of advice, investment management and self-directed services to private and corporate clients and professional advisers.
We have specialised in managing client portfolios for over 40 years and our investment team and financial planning advisers are supported by more than 550 staff, working from 8 offices across the UK.
At Downing, we aim to make a difference in the lives of our investment community. We design & manage investment products that help investors look after their financial wellbeing, while our investment partnerships support businesses in their ambitions.
In uniting the two, we build lasting relationships that become the foundation of our investment community. And in our openness to learn how to develop these we continue to evolve. We value flexibility, transparency and integrity in everything we do.
Guinness is independent and focused purely on investment management. Our in-house economic, industry and company research allows us to take an independent view and not be led by the market. Our size and specialist nature also means we have the ability to respond quickly and efficiently to any market movements.
Puma Investments has a strong track record in providing asset-backed funding to established businesses across the UK. Our multi-disciplinary team is able to draw upon a nationwide network of offices to source, evaluate and execute transactions.
Our principal focus is on capital preservation and generating stable returns for our investors whilst seeking to offer robust downside protection. The business was founded on and continues to follow two guiding principles: protecting capital and minimising risk. This has always been and will continue to be our promise to our investors and business partners.
Stellar is an investment specialist providing tax-efficient services for financial advisers and their clients
We work with financial advisers, planners, wealth managers and other financial intermediaries to offer investment opportunities that mitigate risk and deliver attractive, long-term returns.
TIME provides tax efficient investment solutions and we’re proud to say we’re rather good at it – our original Inheritance Tax service boasts an impressive 22 year track record of successfully achieving Inheritance Tax savings for our investors. What stands us apart in our market is our focus on seeking consistent stable returns which we deliver through a defensive investment strategy. We pride ourselves on offering real transparency around our products, what we invest in and what the risks are. We’re dedicated to supporting the adviser market and we recognise that our services require professional advice, which is why we don’t accept direct investments. We also have a nationwide sales team on hand to assist financial advisers in identifying solutions for their clients’ financial concerns, dealing with technical queries and delivering one-to-one support.
Founded in 1976 by former Liverpool Stock Exchange Chairman Michael Blankstone and business partner Reggie Sington, the company has evolved into a modern and forward thinking investment company, owned by its Directors and their families.
Since launching in 2002, Psigma continues to provide investment solutions for private clients, pension schemes, trusts and charities.
At Hawksmoor we specialise in providing high quality discretionary management services for Private Investors (and clients of Professional Advisers) including trusts, pension schemes and charities. We also manage Multi Asset Funds-of-funds and a series of risk-based ‘Model Portfolios’ for Financial Advisers.
A wide range of services where you can choose your level of involvement in managing your investments. You can take all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.
As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.
Albert E Sharp is a Partnership and dedicates itself to managing investments for wealthy individuals, pension funds, charities, trusts, companies and local government bodies. All our Partners are highly qualified and they can offer a wealth of experience across a wide range of investment requirements.