Praemium

The world’s leading financial advisers, investment managers, institutions, accountants and product providers use Praemium to manage or administer over $45 billion worth of investments globally.

Established in 2001, Praemium has grown to be a market-leading provider of investment platforms, portfolio administration and CRM solutions with offices in Australia, the UK, Jersey and Hong Kong. ANZ Bank, Citigroup, E*TRADE and Morgan Stanley all use our technology to provide excellent services to their clients.

Praemium launched its services into the UK market in 2008, where it is now one of the fastest growing discretionary platforms available. Praemium provides platform technology that allows adviser firms and Investment Managers to efficiently deliver discretionary and fund management to their clients.

Praemium International’s cloud-based offshore platform launched in 2012 and serves the global expat investor community. With a regulatory jurisdiction in Jersey, Praemium International’s technology can offer accounts in multiple currencies and access to a wide range of assets traded on international exchanges. We provide services to a wide range of jurisdictions, including Asia, the Middle East and beyond.

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.