Altus
Altus was founded in 2005 by a small group of friends who believed UK Financial Services could operate more efficiently and benefit from much better technology. Nearly two decades later, our company has become a recognised expert in the Life and Pension, Insurance, Investment, Banking and Wealth sectors, providing a unique brand of specialist consultancy and a series of market-leading software solutions for some of the industry’s most challenging problems.
With offices in Bath and London, we employ more than 110 people serving over 250 Financial Services clients in the UK, Europe and further afield. In 2021 we were acquired by global business solutions company Equisoft. Altus software products rebranded to Equisoft in January 2023. Altus Consulting has retained the Altus brand and our status as an independent management consulting business, providing strategic advice and delivering change to the Financial Services sector. We are extremely proud of the journey our business has made from a few desks at the Innovation Centre here in Bath to one that is now consistently recognised in the Financial Times list of leading UK management consulting firms.
Schroders
As a global investment manager, our overall purpose is to help build the long-term future prosperity of our clients. We recognise that we have an important role to play in shaping our clients’ futures as well as having a strong focus on doing the right thing for our people, our suppliers and for society more widely.
In order to deliver for our stakeholders, we prioritise growing a sustainable business that takes a long-term approach. We are responsible for £500.2 billion* of assets for our clients who trust us to deliver sustainable returns. Our company operates in 35 locations with over 4,600 employees. Our investment teams are based around the world, close to our clients and close to the markets in which they invest.
To find out more about Schroders and our latest insights, visit www.schroders.co.uk/adviser
Bravura Solutions
Bravura Solutions is a global supplier of software and services to the financial services industry. We specialise in modern technology solutions for the investment platform, fund management, life insurance and financial messaging markets.
Our software supports over £1.4 trillion in assets under administration with a client base that includes many of the world’s leading financial institutions. Software can be implemented on an installed or managed service basis and is maintained by more than 850 professionals across the UK, Continental Europe, South Africa, Asia, Australia and New Zealand.
For more information about how our cost-effective, flexible and scalable solutions can unlock business value and support growth, visit www.bravurasolutions.com. You can also follow us on Twitter @BravuraFinTech
Dunstan Thomas
Established in 1986, Dunstan Thomas deliver technology products and administration services for product providers, life companies and platforms. The Imago products enable clients to meet the unique and personalised needs of the pensions and savings market by delivering solutions in a highly efficient and engaged manner. The products are;.
- Imago Illustrations – adviser tools, illustrations, SMPI and reviews, supporting pensions, ISA, GIA and bonds.
- Imago Administration – pensions (SIPP) policy administration incorporating pension’s payroll and income drawdown administration.
- Imago Automation– consumer facing retirement modelling and illustrations tool aiding clients to make choices at retirement.
Fidelity Adviser Solutions
Making advisers’ lives easier and their firms more efficient – while providing a great end-investor experience for their clients – is at the heart of what we stand for at Fidelity FundsNetwork. We believe in building strong, enduring partnerships with adviser firms, collaborating closely with them to ensure our platform remains in-tune with their requirements. Our goal is to help firms build strong, profitable and sustainable businesses and to support them through any challenges that may arise.
- As a privately-owned and independent company, we are able to make long-term decisions in the best interests of our clients.
- Financial strength – a strong balance sheet and liquidity position with Common Equity Tier 1 capital.
- A robust Business Continuity Plan meant we have been fully open for business throughout the coronavirus pandemic.
- Third party recognition - four top ratings from Defaqto including two gold awards for service plus the AdviserAsset platform Platinum rating.
Vanguard
Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients.
Our unique mutual ownership structure, where we are owned by our clients, means our interests are aligned with those of our investors globally. Our structure underpins our core purpose, which is to take a stand for all investors, treat them fairly and give them the best chance for investment success.
This is a philosophy that stands true today and has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.
As part of Vanguard’s mission to deliver value to investors, we strongly advocate for high-quality financial advice and are here to support you in your practice.
For more information, you can visit our adviser website here.