Exhibitors

Aberdeen Standard Investments

Aberdeen Standard Investments is a leading global asset manager dedicated to creating long-term value for clients. To achieve this, we offer a comprehensive range of investment capabilities, as well as the highest levels of service.

 

Overall, we manage worldwide assets worth £583 billion* on behalf of clients in 80 countries. In managing these assets, we employ over 1,000 investment professionals and provide client support from 50 client relationship offices globally.

 

The Aberdeen Standard Investments brand was created in connection with the merger of Aberdeen Asset Management PLC and Standard Life Plc on 14 August 2017 to form Standard Life Aberdeen plc.

*Standard Life AUM/AUA data as at 30 June 2017, Aberdeen Asset Management AUM data as at 31 March 2017, all other data as at 30 June 2017

Baillie Gifford

Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 43 partners all of whom work in the business.   We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information.  We currently manage or advise some £173bn on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 90% of FUM), we offer an extensive range of investment trusts and open ended funds available to UK individual investors through most fund platforms and supermarkets. 

Close Brothers Asset Management

Close Brothers Asset Management (“CBAM”) is one of the largest and longest-established providers of discretionary investment management services and high quality financial planning advice, managing more than £11 billion on behalf of individuals, families and trustees.  With over 40 years’ experience, our investment management and financial planning teams are supported by more than 550 staff, working from 10 offices across the UK.  CBAM is part of Close Brothers Group plc, a leading UK merchant banking group providing lending, deposit taking, wealth management services, and securities trading.

We aim to deliver agreed outcomes for investors, through a combination of institutional style investment management combined with a personal and comprehensive approach to service.

Online Trading Academy

Online Trading Academy's roots can be traced back to 1997, as one of the largest trading floors in the U.S., with 180 traders averaging half a billion dollars in daily transactions. 

In 2001, we shifted our focus to solely providing education. Today we have a community of over 250,000 investors that have learned to trade with the skill and confidence of professional traders.

We offer professional instruction in all of our state-of-the-art teaching facilities around the world, as well as a wide array of online home study materials.

We are unique in integrating live trading by the student in the class, with all expenses paid by us. We give you an account and cover your commissions and losses because we believe the only way to learn trading is to do it, in the live market with an experienced trader/instructor at your side.

As an Online Trading Academy student, you’ll become part of a community of active traders committed to succeed through continuously improving their professional skills. In fact, our classes offer free “retakes” for as long as you’re associated with us, giving you lifetime learning and development to become a professional trader and investor. 

Oxford Capital

As more restrictions are placed on pensions savings, some investors are broadening their retirement planning to include alternative investments. Oxford Capital has been providing tax-efficient alternative investments since 1999. We offer three distinct strategies, investing in early-stage technology businesses, infrastructure & energy, and the creative industries. Our clients can potentially benefit from significant tax reliefs, including income tax relief and Inheritance Tax exemptions. These reliefs are made available through Government-backed initiatives including the Enterprise Investment Scheme, designed to encourage individuals to take the risks associated with investing in smaller unquoted companies.

Protego-te Wills

“in this world nothing can be said to be certain, except death and taxes.”

 

Benjamin Franklin 1789

 

We, at Protego-te are a young growing company with many years’ experience in our leadership team. We are delighted to offer your our hard won expertise to provide you, your family and any business you are involved in information on how to protect your assets when the inevitable happens as predicted by Mr Franklin all those years ago.

 

We have a great show offer which could save you money; please come to stand 9 to register. Enjoy the show!

 

St. James’s Place Wealth Management

St. James's Place Wealth Management, a member of the FTSE 100 Index, focus on achieving and maintaining a thorough understanding of their clients financial needs and aspirations.  They believe passionately that the best wealth management service is provided through personal, face-to-face advice.  The Partners of St. James’s Place deliver that service, supported by a comprehensive range of financial solutions and a distinctive approach to investment management, which enables them to create financial plans they can adapt to their clients’ changing needs and circumstances.

St. James’s Place’s Partners advise and specialise on investment planning, tax efficiency, retirement planning and inheritance tax planning.

The British Robotics Seed

The British Robotics Seed (SEIS/EIS) Fund is the only investment fund specialising in UK-based robotics businesses. As automation and robotisation begin to drive significant productivity improvements across the global economy, the fund look to invest in and nurture the most innovative and disruptive businesses that are exploiting the next generation of robotic technologies.

The Merchants Trust

The Merchants Trust focuses on delivering high and rising income together with capital growth for its shareholders. The Trust is managed by Simon Gergel, Chief Investment Officer, UK Equities at Allianz Global Investors. Merchants’ aim is to provide shareholders with an above-average level of income and income growth with long term capital growth, through a policy of investing mainly in higher yielding large UK companies. Merchants is benchmarked against the FTSE All- Share Index. Although past performance is no guide to the future, Merchants is one of the highest yielding UK equity income investment trusts, currently yielding 5.1%.

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