2012 Conference Sponsors

Nucleus is a wrap provider founded in 2006 by a number of quality IFAs to initiate a sea-change in the investment and pensions market. The Nucleus platform allows you to define and administer your own proposition for each of your client segments and implement your chosen remuneration model. By aligning your business with a platform that allows you to play a pivotal role in its ongoing development, you de-risk a major part of your business infrastructure and increase the capital value of your own business via an equity shareholding in Nucleus. With assets under administration exceeding £3bn, Nucleus is a financially stable platform that is set to become sustainably profitable in the summer of 2011. For further information please contact Barry Neilson (Business Development Director) on 07796888830 or email barry.neilson@nucleusfinancial.com.

Dimensional Fund Advisors  
Dimensional Fund Advisors Ltd. is a global institutional asset manager that aims to deliver the performance of capital markets and add value through portfolio engineering and trading. The firm’s broadly diversified mutual funds are designed to precisely target the dimensions of risk identified through decades of research and capture their expected returns.

The firm pioneered its investment approach in 1981 with early research into the performance of small cap stocks. Through its dynamic partnerships with leading financial economists, the firm has broadened its strategy repertoire over the years to include a full range of equity and fixed interest offerings.

Rather than simply tracking a broad index like traditional passive managers, Dimensional funds are structured to capture the performance of precisely defined asset classes and increase returns through patient trading. By adhering to our asset class definitions, rather than tracking commercial benchmarks, we can trade when prices are favourable and provide liquidity to the market.

Dimensional is owned primarily by employees and directors. As of June 4, 2010, the firm managed £110 billion for investors worldwide. It has offices in London, Sydney, Santa Monica, Austin, Chicago, and Vancouver.

IFA Life is the award-winning social networking site for financial planners, life planners and IFAs.  Thousands of professional financial advisers use the site to network, share best practice, debate industry issues, find articles, news, events and resources and to provide help and support to one another.  It’s a better, smarter way for the professional advice community to grow, develop, share expertise and face the challenges of the future.

IFA Life is pioneering the use of Social Media in Financial Services, and since launch in July 2008 has been featured in the retail financial press over 150 times, was voted as Best Online Financial Community in the 2008 Online Finance Awards and shortlisted for Best Website for IFAs in the 2010 Professional Adviser Awards.  IFA Life’s conference Social Media in Financial Services has been described as the most exciting and innovative industry conference in years.

In 2010, IFA Life launched two iPhone Apps, plus a specialist jobs and careers site.  You can find IFA Life at www.ifalife.com, www.ifalifejobs.com, http://twitter.com/ifalife, LinkedIn, YouTube, Ecademy, Xing, FriendFeed, Plaxo, Foursquare and Facebook.

UBS Wealth Management

Pick the partner that gives you an edge

When wealth grows, so do the expectations of your clients and often the complexity of their requirements. UBS has specialised in wealth management for more than 140 years. in conjunction with our strategic partners, we seek to build long term, inter generational relationships, with wealthy families, entrepreneurs and executives. Today, in the UK we deliver a complete wealth management service from our offices across the country. This local, bespoke service is backed by the global network of resources and know-how of one of the world's leading financial institutions. Our wealth management specialists work closely with experts from our investment bank and asset management businesses, giving you and your clients, access to the latest research and industry-leading solutions.

Yourafterlife is a unique platform that helps you to organize your life and your afterlife. Yourafterlife assures that the information stored is kept safely and assures your privacy at all times. You decide which information can be seen by whom. Yourafterlife allows people to take care of their relatives and to share what is most precious to them.

Yourafterlife brings people together with past generations and generations to come, in a world that constantly globalizes. It breaks the remaining taboos on people’s last wishes and their funeral. People will now be able to truly leave something behind for their nearest and dearest and for the generations to come.