Arbuthnot Latham is the inclusive private bank that offers discretionary investment management, private banking and structured products. Our clients receive a bespoke service from people that have the expertise, experience and autonomy needed to provide it.

• Part of the AIM listed Arbuthnot Banking Group, with a majority shareholder who owns 54%
• A long, distinguished history with roots dating back to 1833
• An independent bank, with particular focus to keeping a strong healthy balance sheet

Discretionary Fund Management

We have devised a method to scientifically map a risk tolerance profile to a mix of assets that would historically have achieved clients’ objectives. This mix provides the Benchmark: a yardstick by which you can measure our performance. We use the answers to this questionnaire to then build a portfolio which incorporates asset classes not available on a direct basis such as commodities, with stock picking by some of the most renowned investment houses and individual Fund Managers. We select only the best in class through our quantitative and qualitative assessment and our suitability analysis.

• Our Investment Team is not owned by a product manufacturer & distributor
• No products to sell means we have no conflicts of interest
• No transaction commissions charged, annual commissions received are rebated back to client
• Our transparent fee structure supports clients’ interests

Financial Security

Our independence means we can make our own decisions and follow our own financial instincts. Arbuthnot Latham has always adopted a conservative business model and strategy and remains financially strong, with the events of 2008 having had little discernible impact. Specifically:

• No involvement with subprime lending, or direct exposure to failed financial institutions
• An extremely strong balance sheet, with a loan to deposit ratio of up to 65%
• We do not depend on money market funding although we do maintain facilities if required
• Our lending is focused on HNW Clients and is well secured against conservative valuations

Our Values

• You can depend on our honesty and integrity
• We are transparent in our dealings with you
• We always have a well-informed opinion
• We are passionate about exceeding your expectations
• We achieve our best results in collaboration with you

Contact Us

For more information please visit our website at http://www.arbuthnotforprofessionals.co.uk or contact the Business Development Team on 020 7012 2700, or email us at adviserenquiry@arbuthnot.co.uk.

Arbuthnot Latham & Co., Limited is authorised and regulated by the Financial Services Authority

Berry Asset Management PLC ('Berry') was established in 1981 as an independent wealth management boutique, and was a pioneer of the multi-asset and multi-manager approach to private client investment management. Berry is a majority owned subsidiary of the innovative and dynamic Bordier & Cie, an international Geneva-based global private banking group, established in 1844 and a member of the four-strong Geneva Private Bankers Association. The firm is located on Pall Mall, St James's at the heart of London's wealth management district.

A privately held company, 30% of the Company's equity rests with its UK management - Jamie MacLeod, Chief Executive Officer of Berry and a member of Bordier & Cie's Group Management Board acquiring a 20% stake in the business in September 2010. The firm is part of a Group which:

• manages total AUM in excess of £6bn
• employs circa 200 staff globally, in private banking and asset management service
• is regulated in numerous jurisdictions, by bodies which include the Swiss Financial Market Supervisory Authority (FINMA), the Financial Services Authority (FSA) and the Monetary Authority of Singapore

Despite the firm's low-risk investment approach, Berry has consistently achieved benchmark-beating positive returns.

Industry recognition

The firm has been recognised for the quality of its service and levels of client satisfaction with a number of awards from leading industry organisations over the years, and was most recently declared 'Boutique Wealth Management Firm of the Year 2011' at the prestigious 'Spear's Wealth Management Awards'. In March 2011, the firm received the award for 'Quality and Clarity of Reporting' at the equally prestigious 'PAM (Private Asset Managers) Awards'.

For more information visit: www.berry.co.uk.

For generations, Brewin Dolphin has been providing tailored advice to help our clients create and preserve wealth. Today, we are the largest independent private client investment manager in the UK and look after over £23 billion in investments from our network of offices throughout the UK and Channel Islands. Our clients range from charities and pension funds to private individuals.

Investment Approach

Without ties to fund managers, banks or insurance companies, we are able to deliver unbiased investment advice. We can search the whole financial market to find the most suitable assets and securities for your clients. This enables us to create a best-of-breed investment portfolio tailored to your client’s circumstances and objectives. We offer access to the full investment spectrum from equities to bonds, and from investment funds to hedge funds. Our investment managers are supported by objective research from our in-house experts covering equity markets, bonds, funds and structured products.

Interested in finding out more about Brewin Dolphin? Visit their website at: http://www.brewin.co.uk/ or read their fact sheet.

Literature

For more information, please visit the iSIPP literature page by clicking here.

Brooks Macdonald Asset Management is an independent private client investment manager specialising in managing the wealth of private individuals and families.

Since our formation in 1991 we have benefited from significant professional and personal recommendations. We pride ourselves on delivering excellent client service and consistent, award winning performance. We firmly believe in long-term client relationships. The portfolios managed vary in size and are a mix of private high net worth individuals, charities, trusts and pension funds, mainly within specialist SIPP wrappers. There is no limit to the size of portfolio that we manage.

From the outset we have been pioneers of fee-only investment management and were early proponents of open architecture having always sought to provide our clients with full exposure to the widest range of leading investment assets and strategies.

Brooks Macdonald Asset Management is part of Brooks Macdonald Group plc, an AIM listed, integrated, independent wealth management group.

Interested in finding out more about Brooks Macdonald? Visit their website at: http://www.bm-am.com or read their brochure.

Literature

For more information, please visit the iSIPP literature page by clicking here.

Cazenove Capital provides a comprehensive and impartial wealth management service. We believe that this impartiality is fundamental to our success. It ensures that there is never any bias to the service we provide our clients

Our private wealth management team work closely with clients and their advisers to develop and implement the most suitable strategies to maximise future returns while respecting your individual risk profiles and requirements.

As with all areas of Cazenove Capital, our private wealth management business is built on the ethos of mutual trust and confidence - our focus is, and will always remain, the continued prosperity and well-being of our clients.

Our specialist Intermediaries Team focuses on working in partnership with external Independent Financial Advisers. The team is based in London but also operates through our regional offices.

For further information, please contact Simon Cooper - Private Wealth Management (simon.cooper@cazenovecapital.com or 0203 479 0343/07841 496 887)

Interested in finding out more about Cazenove Capital Management? Visit their website at: http://www.cazenovecapital.com.

About Us

Cheviot is among the UK’s largest independently owned discretionary investment firms. Founded in our present form in 2006, our teams have a wealth of investment experience, with the average experience of our partners being in excess of 20 years.

Based in central London and Liverpool, we focus exclusively on structuring and managing investment portfolios for private clients, trusts, charities and pension funds.

Independent Partnership

Cheviot is structured as an independent partnership. This gives us complete freedom to build portfolios tailored to the individual needs of each client.

We choose from among the best and most suitable investments to meet a client's objectives, whether their priority is growth or capital preservation.

Cheviot is wholly owned by its Partners, most of whom are also Investment Directors, so our clients and their advisers deal directly with the firm's owners and decision-makers.

Personal Service

Cheviot has a simple philosophy: each client has unique requirements and deserves a genuinely personal service. Clients are given their own personal portfolio manager who is ultimately responsible for decisions taken on the client’s portfolio, and can be contacted at all times.

Each portfolio manager is supported by a dedicated team, to provide clients with continuity and detailed attention to administration. Our emphasis on personalisation includes flexibility to handle out of the ordinary requests, and skills to deal in the broadest range of investments.

A client of Cheviot will always be treated as an individual.

Building and Preserving Wealth

Investment performance is critical in developing long-lasting relationships with clients. To ensure we achieve this, Cheviot's investment process is structured to build and preserve wealth over the long term.

Our portfolio managers will work closely with clients and their advisers to accurately define client needs and expectations. He or she will discuss how you wish to balance risk against security and control against delegation, giving clients the right combination of enjoyment today, and investment for the future. Our approach means that a Cheviot investment portfolio will reflect that balance.

We believe optimal long-term returns are best achieved by investing across a variety of asset classes which, in turn, reduces risk.

Should you be interested in appointing Cheviot as your discretionary fund manager please contact: Adrian Tonks - Intermediary Support Manager on +44 (0)151 243 2163 or email adrian.tonks@cheviot.co.uk.

For further information please visit the Cheviot website at: http://www.cheviot.co.uk/ or download our brochure.

The services mentioned in this document may not be suitable for all investors or be appropriate for their personal circumstances. If you are unsure as to whether the services described are suitable for you, we strongly recommend you seek professional advice from a financial adviser.

Cheviot Asset Management Limited is authorised and regulated by the Financial Services Authority and is a member firm of the London Stock Exchange.

 

City Asset Management (CAM) is a boutique investment manager offering a more personalised and flexible service-led approach than that offered by many larger wealth managers and private banks.

Established in 1988 and mainly owned by the working directors, CAM now manages over £350million of assets on behalf of its clients. For over 20 years our investment philosophy has been based on the belief that multi-asset diversified portfolios provide more consistent investment returns with a lower degree of risk and volatility than traditional portfolios.

For further details on how to appoint City Asset Management, please contact Helen Angove - Business Development Director on 07786 268828, Jeremy Rowe - Sales Manager on 07908 102395 or Chris Gillam - Sales Manager on 07956 291366

For more information, visit City Asset Management's website at http://www.city-asset.co.uk.

Founded in 1878, Close Brothers Group plc is one of the City’s oldest and most respected financial organisations and it is now amongst the top 250 listed companies in the UK.

At the forefront of banking expertise for over 100 years, they were one of the few banks which did not need to ask the government for support after the recent financial crisis. Close Brothers Asset Management brings together the Group’s established asset management businesses in the UK. They have specialised in managing client portfolios for the past 40 years and currently look after over £8.6 billion of assets on behalf of their clients*. In 2008, 2009 and 2010, Close Brothers Asset Management won the What Investment Readership Award for ‘Best Discretionary Wealth Manager’.

The Close Brothers Advantage

Close Brothers Asset Management believes that all investors, irrespective of who they are, are looking to achieve a common set of investment goals: an optimal (investor-specific) mix of income, growth and capital preservation.

The best way to achieve these goals is to construct a range of multi-asset class portfolios tailored to meet the risk requirements of individual investors. They believe in:

• Diversification: Investing in a broad range of diversified assets to meet the needs of different client mandates
• Liquidity: Holding liquid assets which facilitates moving capital quickly and efficiently to adapt to changing market conditions
• Active investment: Combining top-down dynamic asset allocation skills with rigorous bottom-up investment selection

Interested? Please contact David Muncaster, Director of Intermediary Sales on 020 7426 4074 or visit http://www.closeam.com/Intermediaries.

* Assets under management correct as at 31st October 2011

About Cornelian Asset Managers

We are an independent investment management company founded in 1992 owned by our directors and employees. We believe that professionally constructed and actively managed portfolios are at the core of creating and maintaining wealth. We bring the best institutional investment disciplines to bear on the portfolios we create for our private clients, trusts, charities and pension funds.

Our business has grown substantially over the last decade with the majority of that growth resulting from personal referrals from our existing clients and their professional advisers. We are proud that a large number of our clients remain with us for many years and we manage wealth for several generations of families.

As investment specialists we do not offer financial planning advice or taxation services but often work on behalf of clients in conjunction with their legal, accounting and financial planning advisers.

Our Approach

Our aim is to increase your real wealth over time in line with your investment objectives. If you invest in a Cornelian portfolio, you will benefit from the experience and quality of our team of investment managers. We have a disciplined and robust investment process adopting a multi-asset style.

For further information please contact:

• Marcus M Brooks – Director, Head of Private Clients & Charities – 0131 243 4143
• Stephen M Hunter – Director, Private Clients & Charities – 0131 243 4145

Interested in finding out more about Cornelian? Please visit their website www.cornelianam.com.

If you wish to appoint Cornelian on the iSIPP you can access the relevant forms on Cornelian's website by clicking here.

Background

Deutsche Bank was founded in 1870, and is today one of the largest financial institutions in the world with total assets of over €1,842bn (as at 31/12/10) and high rankings from leading, independent rating agencies such as Moody’s Investors Service, Standard and Poor’s and Fitch Ratings. Private Wealth Management (PWM) is the corporate division of Deutsche Bank dedicated to high net worth clients in the UK and around the world. In the UK Deutsche Bank Private Wealth Management operate from 5 regional offices (London, Birmingham, Liverpool, Glasgow & Edinburgh) has over 15,000 clients and manages assets in excess of £7.2bn (as at 31/12/10).

Why select Deutsche Bank Private Wealth Management

A responsive and high quality personal service is backed up by a well-defined combination of evolving strategies, innovative products and specialist online systems - all focused on your business success.

Experience and understanding of the UK intermediary market

Deutsche Bank Private Wealth Management understand the regulatory framework , competitive landscape and commercial drivers for UK advisors and have a strong experience in the management of pension portfolios.

Whole of Market Approach

Deutsche Bank Private Wealth Management can identify and recommend best-in-class investment solutions through a range of respected, carefully vetted third-party providers and can also provide access to the Banks global research and innovative proprietary products.

Client Driven Investment Strategy

Deutsche Bank's investment process is designed to focus on a client's actual investment objectives by aiming to provide a positive real return.

Comprehensive Client Profiling

Deutsche Bank Private Wealth Management undertake a comprehensive review of your clients attitude to risk and investment objectives, which means that they can ensure that portfolio decisions are consistent with the clients profile.

Regional Access

In the UK, Deutsche Bank Private Wealth Management operate from 5 regional offices with a team of professionals who have the experience and expertise to support the needs of advisors and their clients.

If you require further information please visit www.dbpwm.co.uk.

“We aim to provide an elegant investment solution for each and every client, delivered professionally and with pride”

EFG Harris Allday (“EFGHA”)
EFG Harris Allday is an investment management and stockbroking division of EFG Private Bank Limited. Harris Allday’s stockbroking origins can be traced back to 1834 and our experience built up over the years has enabled us to successfully guide clients through ever changing financial markets.

At EFG Harris Allday portfolio management is at the core of our activities and expertise. Combined with a highly personalised service, this enables us to maintain a degree of loyalty among our client base that is rarely seen in our industry. Longstanding relationships with clients and their professional advisors are a business wide phenomenon at EFG Harris Allday. We offer a relationship with a professional who will establish and nurture an understanding with you or your clients, ensuring that the right investments are selected with no bias or internal pressures. By utilising extensive research from within EFG International and across the markets, we craft solutions to continue to meet your needs now and long into the future.

Diversified, truly Bespoke Client ‘Solutions’
The investment requirements of your clients’ pension funds will change with the passage of time, particularly in the years between the growth biased contribution phase going into the drawdown phase. We have the flexibility to evolve with such changes as required and working closely with you we aim to fully understand a client’s investment situation, their risk appetite and suitability throughout their life. All portfolios are actively managed and unencumbered by prescriptive ‘model’ portfolios or investment choice, yet clients with similar investment and suitability requirements can have portfolios showing consistent outcomes. We would be delighted to show you how we do this.

Please Contact:
Mark Atherton MCSI, Director on 0121 214 2338 or e-mail mark.atherton@efgha.com
Simon Raggett FCSI, Senior Director on 0121 214 2204 or e-mail simon.raggett@efgha.com

Our website is currently being updated so please contact Mark Atherton for the ‘fund based’ Bespoke Fund Management Service (BFMS) or Simon Raggett for the ‘direct equity based’ Intermediary Portfolio Management Services (IPMS)

Heartwood Investment Management focuses on services for private clients, financial advisers and charities. Since Heartwood was founded over 20 years ago, the business has grown steadily and organically and we currently have £1.4 billion (as at 31/01/2012) of funds under management and administration.

We believe there shouldn’t have to be a compromise between the personal service of a boutique investment firm and the robust risk management processes of a large institution. With Heartwood, advisers and their clients enjoy the best of both approaches. Because our staff own over 90% of the business, our interests are perfectly aligned with those of our clients.

Making investments clear, making business sense

We provide financial advisers with:

A clear and compelling proposition for you and your clients

• A valuable outsourcing solution for your business
• A consistent approach to generating returns, with the same investment experience whether your clients invest £1,000 or £1 million
• Active management of your clients’ investments
• Investment strategies for a range of risk appetites
• Access to a range of sophisticated, multi-asset portfolios
• Returns that are in line with clients’ expectations and risk profiles
• Transparent fee structures

Active investment management

• Diversified asset allocation with global scope for strong risk-adjusted returns
• Active management combined with the selective use of passive vehicles and direct securities
• Opportunities identified across asset classes, regions, sectors, themes, currencies, manager styles and market cap sizes
• Sophisticated risk management at every level, for example: counterparty risk, currency risk, liquidity risk

If you would like to discuss our services in further detail, please contact:

Mark Rockliffe, Head of Intermediary Sales
mark.rockliffe@heartwoodgroup.co.uk
020 7045 1339

Emma Laughlin, Intermediary Sales Support
emma.laughlin@heartwoodgroup.co.uk
020 7045 1350

Or find out more on our website: www.heartwoodgroup.co.uk

Heartwood Investment Management is a division of Heartwood Wealth Management Ltd which is authorised and regulated by the Financial Services Authority (FSA) in the conduct of investment business.

Professional advice should be taken before any course of action is pursued. The value of investments may fall as well as rise.

Who is Ingenious Asset Management?

Ingenious Asset Management is a modern investment company with a fresh approach. It was established in 2003 with the mandate to deliver a world class wealth management service to individuals involved in the media, accommodating their frequently conservative attitudes to wealth. The investment processes and tools developed have successfully enabled the business to grow from a select few clients to over £1 billion* under management (*As at 31st December 2011).

How is our approach different?

Ingenious believes that clients are not risk averse, they are loss averse. We combine institutional skills that focus on understanding the potential for loss with the high client service standards expected from a boutique firm - two skills that rarely reside in one organisation.

We embrace innovation and have a demonstrable track record of delivering strong risk-adjusted returns to our clients.

Benefits for Financial Advisers:

• An investment process that focuses on protecting wealth
• Adviser retains day to day client relationship. Your client is your client.
• Direct communication to the Investment Director
• Consistency of investment proposition
• Regular portfolio updates including TER, performance, asset allocation information and portfolio probability of loss
• Risk profile mapping to fit with your existing process
• We do not employ financial advisers

Contact us

Michael Hanlon
Business Development Manager
e: michael.hanlon@ingeniousassetmanagement.co.uk
t: 020 7319 4217

Craig Wright
Sales Director
e: craig.wright@ingeniousassetmanagment.co.uk
t: 020 7319 4215

Ingenious Asset Management Limited is authorised and regulated by the Financial Services Authority.

In an overcrowded market place, we doubt that any firm can claim to be unique. At Investec Wealth & Investment we have a single aim – to deliver a professional and personal service with consistency of performance and continuity of staff at a fair price.

Investec Wealth & Investment is the result of the amalgamation of some of the oldest names on the London Stock Exchange and our origins date back to the 1820s. Over the last 200 years we have evolved into one of the largest Investment management houses in the UK with eleven offices nationwide. In June 2010 Rensburg Sheppards became a fully owned subsidiary of the Investec Group. From 1^st June 2011 Rensburg Sheppards became known as Investec Wealth and Investment Ltd

Why Select Investec Wealth & Investment

We believe the individual needs of each client to be paramount and their investment requirements to be unique. Whilst operating within an asset allocation framework, each client portfolio is constructed on a bespoke basis. This ability to personalise portfolios in this way is critically important when approaching the management of a client’s SIPP. Particularly important is our expertise in rebalancing and managing risk as the client approaches retirement and is looking to consider options such as income drawdown.

Our charging structure is transparent and competitive, and we do not impose strict minimum investment criteria.

Interested in finding more about Investec Wealth & Investment’s DFM offering. Visit their website at http://www.investecdfm.co.uk/ or download their brochure.

Literature

For more information, please visit the iSIPP literature page by clicking here.

JM Finn & Co is one of the UK’s leading investment managers and was founded as a partnership in 1945 and incorporated as a private limited company in 2006 and since September 2011 we also have a strategic partner in Ackermans & van Haaren, through its wealth management affiliate Delen Investments.

With over 280 staff and £5.7 billion* funds under management or administration, JM Finn & Co has offices in London, Bristol, Leeds, Bury St Edmunds, Ipswich and Cardiff as well as global links to all the major financial centres.

We are able to offer a level of service which is both flexible and objective – tailored to clients’ individual investment requirements and not determined by the need to sell standard products. We adapt our services to suit our clients and we aim to hold fast to the traditional values on which the firm was built.

For more details please visit www.jmfinn.com or contact Lucy Clapham on lucy.clapham@jmfinn.com or 0113 220 6240.

*end of September 2011

Jupiter Private Clients & Charities team is part of Jupiter Asset Management which was established in 1985, although parts of the business date back nearly 200 years. Between 1985 and 1994 Jupiter either grew or acquired the businesses that it has today: charities, retail, institutional and private client mandates either in mutual funds or in segregated accounts. Jupiter currently manages £22.8bn of assets (31 December 2011).

The Jupiter Private Clients & Charities team has been managing assets for over 25 years. The team has seen a growth in assets from £380m at 31 December 2003 to £1.7bn at 31 December 2011. This increase in assets has been due in no small part to our investment performance but also to our long standing relationships with clients and good administration. At the heart of our ethos is delivering long-term outperformance for our clients, without exposing them to undue risk. Through close relationships we seek to fully understand our clients’ aims and objectives and use our investment expertise to help realise them.

Interested in finding out more about Jupiter Private Clients & Charities?

Visit their website at: http://www.jupiteronline.co.uk/privateclients/ or contact David Blake, Investment Manager on 020 7314 5684 or e-mail david.blake@jupiter-group.co.uk.

The value of an investment may fall as well as rise; you may get back less than you originally invested. Jupiter Asset Management is authorised and regulated by the Financial Services Authority.

Introducing Octopus

Octopus Investments, founded in 2000, is one of the fastest growing and most successful investment companies in the UK. Since inception, we’ve grown our customer base to over 50,000 investors and built relationships with thousands of individual advisers, resulting in over £2.5 billion in assets under management.

Within our industry we’ve developed a reputation for quality and innovation through designing products that meet the needs of investors.

Introducing Octopus Portfolio Manager

Octopus Portfolio Manager, our discretionary portfolio management service, delivers a diversified portfolio of investments, tailored to an investor’s individual investment goals. As such it provides investors with access to a wide range of underlying funds within a single managed portfolio structure. What’s more, the fund team behind Octopus Portfolio Manager recently won the coveted Best Multi Manager Provider title at the 2011 Moneyfacts awards.

What are the benefits to your clients?

• Delivers investment performance through a diversified, risk-rated portfolio of investments
• Fund management by an experienced and professional team with a successful track record
• Regular portfolio rebalancing at no additional cost
• A low cost solution with a high level of service
• Detailed quarterly reporting, with a full breakdown of a client’s portfolio
• Available through tax efficient wrappers including an ISA, SIPP and offshore bonds

Ultimately, Octopus Portfolio Manager is designed to be flexible, tax efficient and able to evolve with investors as their requirements change. It has been created to offer a lifetime solution to your clients’ investment needs.

To find out more about Octopus Portfolio Manager please see the product brochure and the product terms and conditions. Further information is also available on our website octopusinvetsments.com/opm.

Principal was founded in 1987 out of the investment arm of PPP Healthcare to provide an independent private client portfolio management service, and has established a reputation for professionalism and service excellence. Principal has grown steadily and consistently through personal recommendations, referrals and the acquisition of like-minded investment management firms.

In March 2008 Principal became a member of the Sanlam Group. Sanlam is a leading global financial services business, listed on the Johannesburg and Namibian stock exchanges.

As well as providing the backing of a large financial services operation, with over R491 billion (c£47 billion) of assets under management (as at 31 December 2010), Sanlam's involvement allows Principal to enhance its investment service to existing clients and introducers, whilst maintaining the high level of personal service on which the business has been built.

In January 2011, Principal acquired Border Asset Management, one of the North of England's leading investment specialists. The combined business manages circa £1.5 billion of assets on behalf of its clients and operates from offices in London, Sevenoaks and Bath and from Border's existing offices in Kirkby Lonsdale and Harrogate.

The Principal Group offers a range of services specifically tailored to meet the needs of introducers and their clients, drawing on a disciplined investment process and providing an excellent service.

You can find out more about Principal Investment Management Limited by visiting their website at http://www.principalinvestment.co.uk/.

To appoint Principal Investment Management Limited, you can obtain the required documentation from their literature page.

The value of investments may fall as well as rise. Investors may not get back the original amount invested.

Quilter is a specialist in bespoke investment management services. With approximately £7.4 billion funds under management (as at 31 December 2010), clients include private clients, charities, trusts and pension funds. The firm can trace its ancestry back to 1777 and today the company employs more than 300 staff with 12 offices in London, Belfast, Birmingham, Bristol, Dublin, Edinburgh, Glasgow, Jersey, Leicester, Liverpool, Manchester and Salisbury. In June 2009, Quilter became a subsidiary of Morgan Stanley Smith Barney, a global leader in wealth management.Quilter works to meet individual clients' financial objectives and personal risk requirements. We follow a disciplined investment process and use agreed benchmarks to monitor performance. A highly effective administration team, individual attention and personal service ensure an exceptional level of client care.

For further information please visit their website http://www.quilter.co.uk/ or read their brochure.

Literature

For more information, please visit the iSIPP literature page by clicking here.

Individuals and their advisers come to Rathbones for a combination of its investment skills and the bespoke, personal service. Rathbones has a strong investment culture and all of its investment managers are part of the Rathbone investment process. They can draw guidance from the considerable expertise concentrated in that process when making investment decisions for their clients. Advisers and their clients have direct access to their investment managers, which means that individuals understand how their money is being managed and that investment managers can respond to each client’s needs. Rathbones manages over £15 billion* of client monies and is one of the UK’s largest and longest-established providers of discretionary investment services with approximately 190 investment professionals across eleven locations in the UK. Rathbones is part of Rathbone Brothers Plc, an independent company with a listing on the London Stock Exchange.

To enquire about appointing Rathbones as your discretionary fund manager please contact Hollie Pitkeathly, senior marketing executive on 020 7399 0272 or email hollie.pitkeathly@rathbones.com.

To find out more about Rathbones unique offering visit www.rathbones.com.

*As at 30 November 2011. Includes funds managed by Rathbone Unit Trust Management.

Please note that the service provided by Saltus Partners LLP is only available through an Authorised Financial Adviser

Saltus Partners LLP is a London-based fund management company specialising in real return investment management. Our fund managers bring together over 50 years of investing expertise both in traditional and alternative assets. This allows us to take a different, yet highly effective approach to managing your clients’ wealth compared to most traditional DFMs. We place a heavy emphasis on controlling risk.

Our job is to help you provide the best service for your clients by doing what we do best – generating consistent returns without taking undue risk - leaving you free to manage your client relationships and focus on your business. We will work with you to make portfolio transition as seamless as possible for your clients.

To support you in managing your client relationships we will keep you up to date with market developments through our monthly investment updates and by giving you access to fund managers to answer your questions.

You can find out more about Saltus Partners LLP by visiting http://www.saltus.co.uk/ or by contacting Amelia Kendall on 020 7499 0200 or amelia.kendall@saltus.co.uk.

Who are Seven Investment Management?

Launched in 2002 by seven financial services professionals, 7IM now manages over £3 billion for private clients, a large proportion of which is held in SIPPs.

7IM Investment Options

7IM Discretionary Service

A client appointing 7IM using our Discretionary Service on the iSIPP can now benefit from having their iSIPP annual administration charge paid by 7IM. To find out more about this offer, clients should read the 7IM James Hay iSIPP Charges Schedule and Additional Terms and Conditions.

With the 7IM Discretionary Service, 7IM will allocate a Client Adviser to work with you (and your Financial Adviser if you have one) to plan the right investment portfolio to meet the goals of your financial plan. 7IM will then manage your investments in accordance with the personalised investment proposal they have produced and agreed with you.

The 7IM Investment Approach

We believe that asset allocation is the biggest influencer of success in our client portfolios. We focus on producing broadly diversified portfolios that have a keen eye on costs and pay close attention to managing and reducing risk.

Because we don't think anyone can be the best manager in all markets all the time, we work with a range of investment professionals who bring their expertise to bear on clients' funds rather than believing we have all the answers. Our typical portfolios contain equities, fixed interest, cash and a range of alternatives which can include property, timber, infrastructure, hedge funds, currency funds and commodities to bring to life the diversification of assets that can help deliver steady and consistent performance.

We aim to deliver all this with great service and we work in close partnership with financial advisers to help get their clients what they need.

7IM Platform Service

The 7IM Platform Service is for High Net Worth clients and their Financial Advisers who want to use 7IM’s platform for making investments within your iSIPP. This would be on an execution only basis, which can be used in conjunction with your Financial Adviser. The 7IM Platform Service offers whole of market investment choice with a wide range of accounts and a choice of adviser remuneration structures.

Literature

Interested in finding out more about 7im? Visit their website at: http://www.7im.co.uk.

For more information, please visit the iSIPP literature page by clicking here.

‘Refreshingly different’ is a term we often hear from our clients and professional partners about Signature.

We offer a wealth of knowledge and experience and have built an excellent reputation on providing Investment Professionals and Professional Advisers with bespoke portfolio services which not only meet, but typically exceed clients’ expectations.

Our innovative risk based approach to portfolio construction has been built on the foundations of a rigorous and comprehensive 6 Step Investment Process supported by research from 30 institutional brokers.

At Signature we pride ourselves in delivering a professional, friendly service with the flexibility to tailor the way we work to provide you with a service which is as individual as your business. Our competitive and transparent charges complete an enviable service proposition.

For more information please visit Signature at http://www.signature.co.uk.

Please follow the following link for applications and literature; http://www.signature.co.uk/investment-literature.php.

Smith & Williamson was founded in 1881 and is one of the largest independently-owned private client fund managers in the UK. Our core investment service is discretionary portfolio management, accounting for circa 85% of total funds. The investment management team consists of over 140 fund managers operating from 6 regional offices in the UK and Ireland, with around £12bn of funds under management as at 30th June 2011.

We aim to maximise returns from a wide range of asset classes from direct equity and fixed interest investments to specialist funds, structured products and alternative investments, where appropriate. Clients and their advisers have direct access to the investment team responsible for their portfolio. We put an emphasis on developing long-term relationships of trust and integrity.

Our reporting programme offers complete transparency as to the composition of portfolios, and their performance, over time and enables the efficient integration of strategic financial planning advice. Being independently-owned, the majority of which by staff members, our interests are closely aligned with those of our clients.

With Smith & Williamson’s history as a leading provider of investment services to private individuals we have a strong awareness of the needs of professional advisers and the risk appetites of their clients.

For further information please visit their website http://www.smith.williamson.co.uk/ or read their literature. Alternatively, you can contact them at dfmadviser@smith.williamson.co.uk or on 020 7131 4800.

 

Introduction to Vestra Wealth

Vestra Wealth was established in 2007 with the clear goal of delivering truly independent wealth management services through a partnership structure. We provide the levels of investment expertise normally only found in global firms, but in a genuinely personalised manner.

Set up by experienced industry professionals we provide wealth management services to private clients, companies, trusts and financial intermediaries. Key to our approach is uncompromised independence, a thorough and well-informed investment process and a transparent charging structure.

We have access to the resources and expertise of leading global investment firms, whilst retaining the flexibility to source niche opportunities that can often be overlooked by the larger institutions.

The majority of our partners are investment managers, meaning the people that own the business are also responsible for managing our clients’ money. Our skilled advisers have an average of more than 20 years’ experience working within some of the world’s leading financial institutions, and are committed to providing wealth management advice and investment performance with exceptional service.

Our team of Investment managers, client advisors and support staff occupy the same building, enabling them to work closely together to manage clients’ money in a dedicated manner. In November 2010 we opened our Jersey office, allowing us to replicate the service and delivery levels of our London office, for our resident non-domiciled clients.

For further information please visit their website http://www.vestrawealth.com/ or read their brochure. Alternatively, you can contact Tony Allan, Head of IFA Business Development at tony.allan@vestrawealth.com or on 020 3207 8003.

Welcome to Whitechurch Securities Limited

Whitechurch Securities Limited was formed in 1982 and the company has since grown into one of the most highly regarded investment boutiques in the country. Whitechurch has a well-respected investment management team and an efficient and helpful administration department based at the Bristol head office.

Whitechurch Securities is primarily an investment company specialising in discretionary management, whereby we can work alongside Independent Financial Advisers (IFA) to provide investment solutions tailored to their clients’ requirements. The emphasis of our discretionary management services is on investment research, investment administration and investment management.

It is our mission to provide a high quality personal service.

Please note: Our service is only available via IFAs.

Why Whitechurch Securities?

• Active management of clients’ investment portfolios within clearly defined parameters for investment objectives and risk profiles.
• Transparent charging structure, whereby adviser fees are agreed between the IFA and the client.
• Where our portfolios invest in OEICs and Unit Trusts we will hold Institutional Units. Whitechurch will also reinvest any renewal commission where retail funds are held.
• Whitechurch’s proposition is highly competitive within the discretionary market place.

Whitechurch offers Two Discretionary Management Services

• Portfolio Management Service, which offers access to six risk-based investment strategies with a minimum investment of £3,000.
• Prestige Investment Management Service, a more tailored service, for investments of £100,000 and over.

For further information please visit our website www.whitechurch.co.uk.

With a heritage dating back to 1869, Williams de Broë is one of the UK’s leading firms of investment managers. Williams de Broë combines the very best traditions of private client portfolio management with contemporary investment techniques, in a modern and friendly environment. With access to the expertise of a dedicated Investment Manager, together with our robust investment process we establish and manage bespoke portfolios that are as unique as our clients. We do not impose "model" portfolios on our clients preferring to work closely with them and their professional intermediaries, to understand their needs and objectives and then agree a suitable investment approach.

It is our intention to forge strong relationships with regular dialogue with our clients and their trusted advisers to enable us to fully reflect our clients requirements within their portfolios at all times. Similarly our comprehensive reporting ensures that the client and their professional intermediary are fully informed.

For further information please visit their website http://www.wdebroe.com/ or read their fact sheet.

Literature

For more information, please visit the iSIPP literature page by clicking here.