CONFERENCE SPONSORS DRINKS RECEPTION EXHIBITORS BARCLAYS SPONSOR ALTUS Barclays moves, lends, invests and protects money for customers and NAVIGANT Altus is a business and systems solutions company founded in 2005 to meet the clients worldwide. With over 300 years of history and expertise in unique needs of the Financial Services industry. From shaping a detailed outsource Navigant ‘s team of Financial Services professionals banking, we operate in over 50 countries and employ over 140,000 people. deal to automating transfers across the investments sector, our mission is to be at the apply experience, clear thinking and teamwork forefront of the networked financial services business of the future. It is our practical Our customers and clients benefit from access to the breadth of to deliver pragmatic solutions to complex experience of both the business of Financial Services and the IT systems which expertise across Barclays. We’re one of the largest financial services problems across the global banking, insurance, support it which enable us to solve the right problems with the right technology. providers in the world, engaged in retail banking, credit cards, and investment management sectors. corporate and investment banking, and wealth management. Contact us on 01225 472830 or e-mail [email protected] for more information today. As a recognized and respected advisor to many leading organizations, our professionals provide FUNDSNETWORK consulting, benchmarking and resourcing FUSIONEXPERIENCE TM solutions to a number of leading financial FundsNetwork is the UK’s online investment platform from FusionExperience works across the financial services and complementary services organizations. Areas of specialty Fidelity Worldwide Investment, administering £38.35bn in assets vertical markets delivering a broad range of outcome based services to an include operations strategy and transformation, (as at 30/09/2012). Fidelity is one of the UK’s largest investment international client base. We provide innovative solutions which add value to distribution strategy and transformation, and companies and provides advisers and clients with the reassurance of our clients, delivering against their business and technology needs. knowing that investments are administered by an independent and regulatory strategy, risk and compliance. financially strong organisation that they can trust for the long term. To deliver maximum benefit, the company has four strategic divisions: FundsNetwork offers: REFRESHMENTS • Investment management: We partner with our clients in the Investment Management sector to drive down costs and increase operational efficiency by focusing on proven A wide ranging choice of product wrappers - Collectives, ISAs SPONSOR business reference models, repeatable processes and service excellence; (with Phasing and Cash Park facilities), Bonds (Investment and International), SIPP (with Drawdown) and a library of multi-asset trusts. KINETIC PARTNERS • Cloud: We enable our clients to become more adaptive by taking advantage of Global reach, one team, unique focus. the Cloud through ready developed apps, advice and guidance, best practice and A comprehensive fund range - over 1,250 funds, including ETFs and proven methodologies. These Apps include Enterprise Value Management for Unbundled funds, offered by more than 80 leading fund providers. Kinetic Partners is an award winning global Asset Managers and Enterprise Value Management for Project Governance. A choice in how to submit business - advisers and clients alike have the professional services firm focused exclusively on the asset management, investment banking and • SDLC: We provide a range of high quality and effective services across the full SDLC choice to conduct their business with us by either post, phone or online, (systems development life cycle) that reduce timescale and costs for clients; with a strong service offering provided to underpin these channels. broking industries. Our comprehensive range of consulting and advisory services includes • Resourcing: We help our clients to respond to the peaks and troughs of project and An extensive reporting suite - access to a wide range of client audit & assurance, regulation & compliance, business life cycles through comprehensive and flexible Resourcing services. reports and adviser based Management Information reports consulting, risk, corporate recovery, tax, and In each area of the business we are passionate about results, maximising the value that including re-registration status, income distributions, ongoing forensic services. Established in 2005, the our clients achieve from our expertise in financial services, technology and consultancy. commission and fees, now complemented by our electronic Firm has grown rapidly, bringing together a delivery service which retains online client documentation. multidisciplinary team of industry experts, drawn Our consultants are seasoned practitioners delivering services and outcome A fully diversified service - Capital Gains Tax Reporting, from regulators, financial institutions and asset based propositions with an unrivalled level of skill and business innovation. Bulk Switching, Adviser Fees, Consolidation and management firms around the world. We advise The combination of our deep domain expertise and delivery track record is a much more in our Client Management area. over 1,300 clients across eight offices in London, powerful catalyst, that helps clients take the high ground in their sector. Dublin, Grand Cayman, New York, Geneva, Hong Investment Modelling Tools - providing advisers with access to a wide Kong, Luxembourg and the Channel Islands. range of tools (Portfolio Evaluator, NavigatorTM, Tax Wrapper Analyser, MDM CONSULTANTS LTD CGT Reporting) to make it easier to choose investments and wrappers, Kinetic Partners’ clients value our global so they can focus on developing portfolios for their client’s needs. approach and expert advice, and rely on our MDM Consultants Ltd is a specialist recruiter of risk, regulation and compliance ability to operate across borders, which is crucial professionals to the Financial Services industry. We deliver retained search assignments, LEGAL & GENERAL given the global nature of the industries we permanent recruitment and interim consultants. Our clients include investment firms, service. Our unique industry focus makes the brokerages, banks, consultancies and insurers. We provide the highest quality of people Legal & General has the clear vision of being the UK’s Firm less susceptible to conflicts of interest, sourced through our network developed and maintained over the past 15 years. It is the most outstanding risk, savings and protection business; allowing us to deploy highly experienced strength of our network, credibility and industry knowledge that differentiates us from which we believe is achieved via the following: professionals in a targeted yet flexible manner our competitors enabling MDM to access and deliver the rare talent in the market. 1. Sustained financial strength, as demonstrated by our AA- rating. across the investment management industry. MDM Compliance Systems Ltd is a specialist provider of scalable and tailored solutions to manage 2. Multi-distribution strategy giving a comprehensive www.kinetic-partners.com the large shareholding, aggregation and disclosure process. Challenging market conditions, understanding of the UK financial market place. an unprecedented regulatory agenda, restrictive budgets and higher levels of monitoring are stretching compliance departments to the limits. With complicated global organisational 3. Extensive fund management expertise within AUDITORIUM structures, multi faceted products and evolving international disclosure rules making the issue Legal & General Investment Management SPONSOR of large shareholding a real challenge for firms. MDM can deliver a complimentary service to annual conference support current internal processes or provide an entirely new solution on regional or global basis. 4. Service and support provision, with a number of industry BRAVURA SOLUTIONS awards relating to the quality of our support Bravura Solutions is a global supplier of wealth Legal & General Group THE NATIONAL SKILLS ACADEMY FOR management and transfer agency applications. Wednesday 14th November 2012 Legal & General Group has a worldwide multi distribution strategy, We specialise in administration and management FINANCIAL SERVICES (NSAFS) with an Insurance Groups Directive (IGD) capital surplus of £4 billion, solutions for pensions, life insurance, investment, The Academy is an independent, employer-led, educational charity that supports firms of all The Plaisterers’ Hall, London EC2Y 5JU equal to 238% of the FSA’s minimum requirement (as at 30th June transfer agency and financial messaging. sizes within Financial Services in the skills development of their workforce. We have developed 2011). We are highly rated on the Dow Jones Sustainability Index and Our applications support over £900bn in assets with employers a suite of products and services from regulatory online modules to soft skills three of the world’s leading independent rating agencies, Standard & under management with a client base that workshops. We also act as a quality gateway to our network of approved training providers. registration from 12.45pm Poor’s, Moody’s and A.M. Best recognise us for our financial strength. includes some of the world’s leading financial We coordinate national corporate social responsibility projects