SPONSORS
Advent
Since 1983, Advent has been providing trusted solutions to over 4,600 investment management organizations such as wealth managers, private banks, asset managers, family offices and hedge funds. Advent solutions improve operational reconciliation, help reduce risk and errors, and enhance client service, freeing investment managers to focus on what they do best. As markets continuously demand greater speed, accuracy and efficiency, Advent solutions help our clients gain a competitive edge in a complex industry.
In 2007 Advent was named Best Buy–Side Technology Provider by Buy–Side Technology magazine and also scooped the award for the Best Buy–Side Client Reporting Platform for Advent Portfolio Exchange®.
www.advent.com
Grant Thornton
Grant Thornton is known as a leading adviser to entrepreneurs, with a reputation for delivering excellent advice based on an understanding of their personal motives and future goals. Less widely known is that a wide range of private clients benefit from these skills. Our Entrepreneur & Private Client team provides independent, fee based wealth management advice. We combine financial planning, investment advice and tax strategy to provide a completely holistic view of a client’s options.
www.grant–thornton.co.uk
EVENT PARTNERS
Asset Risk Consultants (Arc)
ARC is an independent, privately owned investment consulting practice based in Guernsey. Formed in 1995, ARC works for a global client base of trustees, lawyers, investment managers and private clients and has proven expertise in assessing and monitoring investment structures and performance across the full range asset classes. Service delivery combines the application of proprietary analytical techniques with established performance metrics, delivered through the appropriate mix of software and consulting. We understand that outputs are only of value if they are both easy to understand and simple to apply to a client’s specific circumstances.
www.assetrisk.com
Scorpio Partnership
Scorpio Partnership is the industry–recognised leading strategy think tank specialised in advising on global wealth management issues. The London–based firm, now in its 10th year, undertakes assignments and consulting throughout the globe. Scorpio Partnership’s deep market knowledge is rooted in over 5,000 HNW client interviews worldwide and more than twice that number of professional advisors. This unique insight is unparalleled and has led Scorpio Partnership twice being voted the best industry strategist. The team also has a deeply held view that the industry must continuously strive to develop better and more committed ways to serve its private clients. The assignments undertaken by the business reflect this philosophy. Scorpio Partnership has now worked with more than 100 financial institutions including private banks, asset managers, investment banks, private equity firms, technology businesses as well as family offices and private investors. For more information, visit
www.scorpiopartnership.com
Professional Wealth Management (PWM)
Professional Wealth Management (PWM) is the leading title dedicated to solutions for both European asset gatherers and managers. It has been leading the debate on open and guided architecture for three years and is well positioned to continue its thought leadership with the moves towards the distribution of third party products by institutions across Europe.
www.pwmnet.com
