Meet up to eight 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 up to 8 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 can you expect
AIM MARKET UPDATE
A presentation from Intelligent Partnership
on the current market landscape
20-minute presentations from a selection
of AIM investment providers
Scheduled breaks allow you to network with investment
specialists from each provider on their stands
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 core 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: Sector focus, or generalist approach. The liquidity profile of the product. The process to identify suitable investments
CHARGES: Borne by both the investor and investees during the product’s lifetime including: management and admin fees, as well as any other fees
TRACK RECORD: AUM in AIM, performance track record in AIM (overall) and performance track record of the product
COVID-19: How they’ve dealt with the fall out from the pandemic including underlying investments, the impact on performance, and actions taken
DIFFERENTIATION: What differentiates the product from others in the market
ADVISER/INVESTOR SUPPORT : How advisers/investors are supported on the due diligence and investment journey into the product
In partnership with
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.
Octopus is a very different type of investment company. Whether you’re a financial adviser, an investor looking for tax-efficient ways of investing in the UK’s smallest and most dynamic businesses, or a company seeking finance for growth, we’re here to help. By putting your needs first, by listening and really understanding what you want, we can help you do smarter things with your money.
We manage nearly £5billion for over 50,000 customers. We offer straightforward products which solve problems faced by real people. We don’t believe in unnecessary complexity and only launch products when we’re confident they’ll do what we say they will. We’re working hand-in-hand with some of the UK’s most successful entrepreneurs and management teams, financing companies capable of creating, transforming or dominating markets. Exceptional customer service and clear communication are integral to everything we do.
At Octopus, we’re building the best team possible. We hire the most talented people we can find, from both inside and outside our industry.
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.
Seneca is an independent investment management and corporate advisory business for High Net Worth individuals and SMEs. We have truly achieved our aim of becoming a home for SMEs where companies and entrepreneurs can access invaluable support and opportunities.
Our team brings together decades of success in providing bespoke investment and advisory solutions for our clients across a multitude of financial areas.
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.
Unicorn Asset Management Limited is an independently owned and managed investment management company. Founded in 2000, Unicorn offers both open and closed ended investment funds, including an AIM Venture Capital Trust, designed to satisfy a variety of investor requirements